SmartPath

SmartPath

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SmartPath Media

SmartPath Info & Features

SmartPath was founded in 2010 when Alok Deshpande left his career at Bain & Company to teach personal finance. The venture was a direct response to the financial crisis with the vision of helping middle class families make better financial choices without selling products or being paid commissions. To this day, SmartPath does not generate revenue from financial products. Instead, SmartPath provides the following:

Financial Coaching: People need accountability to get on track with their finances. Accordingly, SmartPath offers structured telephonic, personalized financial coaching. Employees work with a coach on one of our to set their financial goals and stay accountable. Coaching occurs over the phone, chat, text and email and covers the range of life events and financial stressors from student loans to retirement readiness.

Weekly Financial Education: SmartPath offers 40+ unique financial education courses. These courses are delivered live (onsite or webinar) or pre-recorded on our client portal. These sessions consistently receive 90%+ NPS and are considered the best in the industry.

Digital Tools & Mobile App: SmartPath launched a unique budgeting app and client portal that creates high awareness of each financial decision your employees make.

Employees
Not Provided
Lives Serviced
25,000
Funding
Not Provided
Minimum Group Size
100 eligible
Features
Android native application
iOS native application
Responsive design
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

SmartPath Info & Reviews

Reviews pending

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