🎆 ✨ Happy New Year from the team at SmartPath! Wishing you a wonderful 2️⃣ 0️⃣ 2️⃣ 5️⃣ !
About us
SmartPath is the leading provider of comprehensive financial education solutions in the country. Its robust offering includes daily educational classes, one-on-one coaching, and digital tools that empower individuals on the journey to financial freedom. Founded in 2010 and serving over 600,000 users, SmartPath delivers its financial solutions in partnership with financial institutions, fintech companies, and employers nationwide. For more information, visit www.joinsmartpath.com. #financialeducation
- Website
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http://joinsmartpath.com
External link for SmartPath
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Atlanta, GA
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Financial Wellness Benefits, Corporate Wellness Programs, Employee Wellness, Employee Benefits, Financial Wellness, Personal Finance Education, Financial Planning & Strategy, Personal Finance Software, Retirement, Investing & Savings, Cash Flow Management, Budgeting, Financial Wellness Program, and Financial Coaching
Products
![Click here to view SmartPath]()
SmartPath
Financial Wellness Software
SMARTPATH LEARN Live and On-Demand Personal Finance Courses -Daily classes are available at various times to accommodate busy schedules -Fully automated onboarding and ongoing program management. -Most popular class now offered in Spanish -24/7 access to a comprehensive on-demand library -Personalized class recommendations powered by user demographics -Class topics include current events, budgeting, debt, retirement, investing, student loans, benefits, and more! SMARTPATH COACH Financial Professionals who Provide Strategic Guidance on Various Personal Finance Topics -Average 10+ years of experience -Fiduciary advice without a catch -Spanish-speaking guides, military benefit specialists, and student loan specialists -Access seven days a week across the U.S. -Meet with the same dedicated coach every time -Call a bank, creditor, or others with your coach on the phone -Topics include budgeting, debt, retirement, investing, student loans, benefits, and more!
Locations
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Primary
Get directions
2451 Cumberland Parkway SE
Suite 3608
Atlanta, GA 30339, US
Employees at SmartPath
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David Martirano
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Alok Deshpande
CEO and Co-Founder | Author | Money Nerd | Personal Finance Enthusiast
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Brandon Beacher
VP of Technology at SmartPath
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Audra Cunningham
Leadership Atlanta Class of 2025 | Commercial Real Estate Executive | Board Director | DEI Champion | Public Speaker | Mentor | Connector
Updates
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🌵 💻 We're having a blast at PLANADVISER 360! If you haven't stopped by Booth 308, don't miss your chance to say hello and see a demo of our #ParticipantEducation solution. #FinancialEducation #PlanAdviser360 #FinancialWellness #SmartPath #RetirementEducationSolutions #401kEducation
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🔒 🔍 SECURE 2.0 continues to dominate headlines as we creep closer to 2025. Several new provisions will come into play in the new year, including the creation of the Retirement Savings Lost and Found, which may help reunite savers with lost savings from previous places of employment. ➡️ Check out the latest SmartPath blog for a peek into what this provision will require and how to be prepared for the information request that will likely come in the new year: https://bit.ly/3NY2kG2 #RetirementSavings #RetirementSavingsLostandFound #RetirementPlanEducation #SmartPath #FinancialEducation #ParticipantServices #FinancialWellness
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💡 🔒 The SECURE Act 2.0 will bring a lot of changes in 2025. One of the big ones? LTPT workers' eligibility for retirement plans is changing. Are you ready to accommodate this change? Read the latest on the SmartPath blog for a look at what's changing and resources for communicating with your plan sponsors. https://bit.ly/4fDOPHo #SecureAct20 #RetirementPlanning #FinancialWellness #ParticipantEducation #RetirementPlanEducation #ParticipantServices #SaveMore
SECURE Act 2.0 in 2025: LTPT Workers are Now Eligible for Retirement Plans | SmartPath
joinsmartpath.com
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🆕 🔒 Are you prepared for the changes Secure 2.0 will bring in 2025? Beginning January 1st, Auto-Enrollment will now be required for new plans. Check out the latest on the SmartPath blog for need-to-know details that will help you strategically partner with plan sponsors and deliver an exceptional participant experience. ➡️ Click the link to read more: https://bit.ly/3ChTZL3 #Secure20 #AutoEnrollment #RetirementPlanning #SaveMore #ParticipantEducation #FinancialWellness #RetirementPlanEducation
SECURE Act 2.0 in 2025: Mandatory Auto-Enrollment Begins | SmartPath
joinsmartpath.com
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🌵 🏜️ Conference season is in full swing! SmartPath is sponsoring PLANADVISER 360 in Scottsdale, AZ in just a few days. Come by our booth to hear more about our solutions for #ParticipantEducation. #PlanAdviser360 #401kEducation #FinancialEducation #FinancialWellness #RetirementEducationSolutions
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🎆 ✨ Our team is enjoying the Spark Forum (The SPARK Institute, Inc.) so far. 👀 🎥 Peep Alok behind the scenes giving an exclusive interview! 👋 Swing by Booth 24 to talk to Alok and Colin and hear more about our #FinancialEducation solution! #FinancialWellness #ParticipantEducation #RetirementPlanEducation #RetirementPlanning #401kEducation #SmartPath #ParticipantServices
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🖥️ 💰 Our team is having a great time at Money 20/20! Stop by Booth #9436 to say hello and learn more about our #FinancialEducation solution. #FinTech #Money2020 #Money2020USA #LasVegas #FinancialWellness #SmartPath
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