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
2451 Cumberland Parkway SE, Suite 3608, Atlanta, GA 30339, United States
Business model
B2B SaaS
enterprise contracts
annual subscriptions
multi-year contracts
coaching services
custom content/services
Funding
Stage
venture-backed
Total raised
$4.4M
Latest round
Venture Round · Oct 2020
Latest amount
$1.6M
People & investors
Leadership
CEO and Co-Founder
CPO and Co-Founder
VP of Technology
VP of Finance and Operations
Work & culture
Mission-driven and values-led, with stated core values of Authenticity, Simplicity, Purpose, Autonomy, Adaptability, Tenacity, and Mastery; emphasizes a caring, remote-friendly, flexible culture.
Work style
Flexible
Compensation
Public career signals emphasize competitive compensation and monthly wellness dollars; no public visa-sponsorship policy was found. Third-party salary estimates surfaced for some roles, but SmartPath does not publish a formal compensation band.
Benefits
competitive compensation
flexible remote environment
monthly wellness dollars
Product & market
Pricing
Custom enterprise pricing with pilot programs for organizations over 5,000 participants; annual or discounted multi-year contracts; pricing can be paid with plan assets, wellness dollars, or department budgets.
Differentiators
- —fiduciary-first and unbiased guidance
- —does not sell financial products
- —live and on-demand classes across 130+ topics
- —one-on-one coaching with experienced CFP/AFC professionals
- —AI-driven personalization engine
- —Spanish-language platform and coaching
- —same-coach continuity
- —quarterly aggregated engagement reporting for clients
Technology
Open Graph
Help Scout
jQuery
Node.js
Google Tag Manager
Cloudflare Bot Management
HSTS
Progressive Web App (PWA)
Google Font API
LinkedIn Insight Tag
Google Hosted Libraries
HTTP/3
Apple iCloud Mail
Customers
GoDaddy
HII
Leidos
Lumen
Stakeholders, Inc.
financial institutions
employers
fintech companies
banks and credit unions
retirement plan advisors
insurance brokers
Competitors
Financial Finesse
LearnLux
FinFit
SmartDollar
EVERFI
BrightPlan
The Financial Gym
Edukate
Scale & contact
Estimated revenue
$10M-$25M (third-party estimate)
Estimated monthly visits
5.8K
Latest news
PR Newswire · Aug 2024
SmartPath announced repeat Inc. 5000 recognition and cited 187% three-year revenue growth.
PR Newswire · Jun 2024
SmartPath was recognized for company culture on Inc.'s Best Workplaces list.
SmartPath · Feb 2024
SmartPath said it ranked on the Inc. 5000 Regionals: Southeast list and cited 130% two-year revenue growth.
SmartPath · Aug 2023
SmartPath announced its first Inc. 5000 ranking and described the recognition as evidence of rapid growth.
Jobs and careers at SmartPath
0 jobs at SmartPath
No open positions
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