Free vs. Paid Account

SmartPath

  • 0/5 (0 reviews)

  • Founded 04/2010
  • Group Sizes Larger than 100
  • Customers Served 25K

About SmartPath

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.

Value Proposition

Simple, relatable approach: We have an uncanny ability to simplify complex financial topics in a way that connects with employees.

Solution focused coaching: We don’t just give general advice. We offer human led, personalized coaching that helps employees solve their immediate stressor.

Trust: Our roots in education and independence from financial products builds trust with employees.

Today, most financial wellness providers offer tech-only platforms to reach the masses. They believe employees can reduce financial stress by visiting a site, taking an assessment, watching videos and utilizing tools. We think differently. We know people want to talk to someone when they’re stressed about money. They don’t want to be judged. They want you to meet them where they are and build from there. SmartPath’s live classes, content and personalized coaching do exactly that in way other providers can not replicate.

Our Financial Wellness solution gives employees anytime, anywhere, access to a dedicated financial coach. With SmartPath, employees get strategic advice, access to curated financial content, digital tools and a specific plan built around their lifestyle. If you’re serious about helping your employees get a grip on money (and be happier at work and home!) we’re serious about partnering with you.

Get More Info

SmartPath Media

SmartPath Offerings

  • H&P POINT SOLUTIONS
  • Corporate Wellness Training Companies
    • Digital Health Content Companies
    • Corporate Wellness Training Seminars
    • Workplace Wellness Webinars
    • Financial Coaching
    • Investment Advisors
    • Corporate Student Loan Programs
    • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Mindfulness at Work
    • Stress Management in the Workplace
    • Corporate Resilience Program

SmartPath Materials

  • lock

    SmartPath Customer Success Story.pdf

  • lock

    2020 SmartPath Info Sheet.pdf

You must be a registered user of Shortlister to access this
information. Click below to register and download these materials.

SmartPath Clients

You must be a registered user of Shortlister to access this
information. Click below to register and see this vendor’s clients.

Similar Companies

  • LearnLux

    LearnLux

    • 5/5 (1 reviews)

    Wish you learned about Personal Finance + Benefits instead of parallelograms in school? So do your employees. LearnLux blends robust digital lessons + interactive tools with on-demand Financial Adviso…

    Get More Info

  • Money Experience

    Money Experience

    Part of the family of companies founded by noted Boston tech entrepreneurs Jeet Singh and Joe Chung, Money Experience is an educational technology company addressing the need for personal finance educ…

    Get More Info

  • Your Money Line powered by Pete the Planner®

    Your Money Line powered by Pete the Planner®

    Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers do…

    Get More Info