PR Newswire · Aug 2025
SmartPath said it made the Inc. 5000 for the third straight year and highlighted continued growth in financial education.
Financial wellness for the middle class
Company research
Public company, workplace, funding, and market signals
Overview
SmartPath is an Atlanta-based financial education and coaching company that sells unbiased, fiduciary-first financial wellness programs for employers, banks/credit unions, fintech companies, retirement plan advisors, and brokers. Its core offering combines live/on-demand personal finance education, one-on-one coaching, and AI-driven personalization, and it does not sell financial products.
Primary product
Financial education and coaching platform for workplace financial wellness
Founded
2010
Headquarters
Atlanta, Georgia, United States
Team size
11-50
Work style
Flexible
Industry
Financial Services
Sub-industry
Financial education / workplace financial wellness
Offices
Open Positions
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No open positions
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