The largest collection of live and on-demand personal finance classes

SmartPath Learn improves financial literacy through interactive classes that simplify complex personal finance decisions. State-of-the-art AI algorithms enable us to recommend courses based on specific user demographics.

Get Started

Product Features

Daily Classes

We offer live classes every weekday at various times to accommodate busy schedules.

Live Q&A

A licensed financial professional is available during each class to answer any questions in real-time.

Fully Automated

Onboarding and ongoing program management are fully automated, with support from a dedicated Account Manager, saving you time and administrative headaches.

Personalized Recommendations

Users receive upcoming class recommendations based on their unique demographics via email or SMS text.

Available in Spanish

The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.

Anytime, Anywhere

All classes are recorded and available in our on-demand video library, giving users access to content anytime, anywhere.

See our teachers in action!

Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.

A solution for everyone

SmartPath is the perfect complement to any business. We educate your population to make sound financial decisions, then deliver key insights and learnings back to you. Leveraging advanced AI technology, we offer best-in-class, personalized financial education that will give you the edge to outpace your competition.

Retirement Plan Advisors

Learn More

Retirement Plan Advisors

Increase contributions by educating participants on retirement planning and optimizing their savings.

Learn More

Employers

Learn More

Employers

Create a more competitive compensation package by adding a financial wellness solution.

Learn More

Brokers

Learn More

Brokers

Differentiate your insurance offering by including a tailored financial wellness solution.

Learn More

Fintech

Learn More

Fintech

Integrate financial education into your own ecosystem to add value for users.

Learn More

Banks & Credit Unions

Learn More

Banks & Credit Unions

Build customer loyalty and trust by providing a valuable, add-on feature to your existing products.

Learn More

Let's talk!

Ready to learn more about SmartPath and how financial education can benefit your organization?

Talk to Sales

See why customers love SmartPath!

SmartPath has created a solution for the set of people that have the most to gain from tracking their money. More importantly, they did it in a way that solves our employees’ problems in simple terms. This is a company that takes the stress out of financial planning and makes lives better on a global scale.

Karen Velkey

Vice President of Benefits and Compensation

HII

SmartPath has been the cornerstone of Lumen’s financial well-being program since we launched a pilot in 2017. I participated in the original pilot program and it turned out to be the best thing I’ve ever done for myself and my family. My personal experience has made me the biggest champion of SmartPath, and I truly believe every single one of our employees should speak with a SmartPath coach.

Charlie Ho

Lead Benefits Analyst

Lumen

“Tracking my money has helped me plan better. I like to travel and shop. When I have a trip coming up I always make a goal to have a certain amount of spending money to splurge on vacation. SmartPath helps me maintain the FUEL I need for future events.”

Jaymi R.

SmartPath User

“They will demystify personal finance and give you a reasonable method to follow.”

Sylvia B.

SmartPath User

Best thing that ever happened to me. SmartPath changes your financial life and is a must have!

Teodora N.

SmartPath User

“Having a SmartPath Financial Coach is one of the best and smartest decisions I’ve made in my life.”

Heather J.

SmartPath User

Your format is engaging – casual but simple and clear, and you make a technically complicated benefit less daunting and easy to understand.

Lalaine Balois

Benefits Consultant

Leidos

Without an understanding of how to build a foundation for financial wellness, overall wellness for the diverse performer is unlikely. The team at SmartPath offers the diverse performers at our conferences an actionable framework for addressing this important need.

Werten Bellamy

President

Stakeholders, Inc.

SmartPath will help guide our employees through buying a house, paying down debt, saving for retirement, understanding the unique GoDaddy total rewards package, and much more. It's been a pleasure to partner with the entire SmartPath team. It's been a pleasure to partner with the entire SmartPath team!

Rob Wisniewski

Director of Benefits

GoDaddy

SmartPath is a valued partner of HII’s Benefits & Wellbeing mission. The SmartPath team is a delight to work with – truly engaged and great thought partners. Our SmartPath account manager goes above and beyond – she cares and it shows in her work product.

Marisa Strickland

Corporate Benefits Manager

HII

“The SmartPath Financial Coach helped our family become less stressed about our finances, showed us that you have to measure it to improve it, and encouraged us to live within our means.”

Trina C.

SmartPath User