Company
SmartPath
SmartPath provides unbiased and actionable financial guidance, including education, personal coaching, and user-driven insights, so you can build loyalty and trust with those you serve.
Also known as SmartPath, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2B2C
- Customers
- Employers, Retirement Plan Advisors, Brokers, Fintech Companies, Banks & Credit Unions
- Legal name
- SmartPath, Inc.
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Record updated 28 September 2026
About
Delivering unbiased financial education and advice that equips individuals with the knowledge and skills needed to achieve long-term financial health.
Funding snapshot
- Total raised
- $4.4MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $1.6M2020-10-09
Funding rounds
- Round, 2020
- $1.6M2020-10-09, SEC form D sold, 4 investors
- Round, 2019
- $2.8M2019-01-24, SEC form D sold, 7 investors
Products
- Web
- SmartPath Coach
- Web
- SmartPath Learn
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