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  • 0/5 (0 reviews)

  • Founded 04/2010
  • Group Sizes Any Size
  • 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. To this day, SmartPath does not affiliate (or 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.

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

Budgeting (A Different Way): SmartPath launched a unique budgeting app that create high awareness of each financial decision.

Value Proposition

Financial Coaching more than doubles the likelihood of someone making, and sustaining, meaningful ?nancial change from 45% to 95%. With that in mind, we use real people to help people set realistic goals and stay accountable.

Our proprietary coaching program allow us to directly solve problems ranging from student loans to retirement readiness. Moreover, our dynamic seminars and independence from financial products inspire trust from employees.

Lastly, SmartPath is offered as a Voluntary Benefit. This structure limits the financial investment for employers and allows employees to have some ‘skin in the game’ when working with a coach.

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SmartPath Media

SmartPath Offerings

  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Financial Coaching
    • Investment Advisors
    • Corporate Student Loan Programs

SmartPath Materials

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    2018 Course List.pdf

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SmartPath Clients

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