SmartPath logo — Personalized Financial Education

SmartPath

Personalized Financial Education

Founded 2010 United States Atlanta, United States 27 employees Venture round Total: $4.39M Finance, Financial Services +3

General Information

Company Name SmartPath
Founded Year 2010
Location United States Atlanta, United States
Founders / Decision Makers
Team member
Employees 27
Industries Finance, Financial Services, Fintech +2
Funding Stage Venture round
Social

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About SmartPath

SmartPath is a pioneer in providing personalized financial education, offering a range of comprehensive solutions to over 600,000 users. Their suite includes daily educational classes, one-on-one coaching, and digital tools aimed at empowering individuals on their journey towards financial freedom. Established in 2010, SmartPath operates in partnership with financial institutions, fintech companies, and employers across the United States. Their latest milestone includes a $1.57M Venture Round investment in 23 October 2020, signaling confidence in their vision and potential for growth. For more information, visit www.joinsmartpath.com. #financialeducation.

Business keywords: Financial Education, Financial Wellness, Personal Finance, Financial Coaching, Digital Tools, Employee Benefits, Retirement Planning, Investing, Savings, Budgeting, Financial Planning, Corporate Wellness Programs, Cash Flow Management, Employer Partnerships

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $1.57M -
23 Oct 2020
Venture Round $2.70M 4
PJC, Y Combinator +2
07 Feb 2019
Seed Round $120.00K 1
Y Combinator
24 Aug 2016

SmartPath Alternatives & Competitors

View All Alternatives
SmartPath vs
Vestwell
Vestwell United States

For the future.

Series D
621 employees
Finance, Financial Services
SmartPath vs
FinFit
FinFit United States

Every employee deserves a financial safety net.

Series B
80 employees
Financial Services, Fintech
SmartPath vs
Financial Knowledge
Financial Knowledge United States

Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financi...

15 employees
Education, Finance

FAQ About SmartPath

Personalized Financial Education
SmartPath was founded in 2010.
SmartPath is headquartered in Atlanta, United States.
SmartPath operates in Finance, Financial Services, Fintech, Health and Wellness and Human Resources. Its work centres on Financial Education, Financial Wellness, Personal Finance and Financial Coaching.
SmartPath has approximately 27 employees.
SmartPath has completed 3 funding rounds, raising a total of $4.39M. The latest funding stage is Venture round.
Top alternatives and competitors to SmartPath include Vestwell, FinFit, Financial Knowledge, Moneybox, Candidly. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SmartPath and Vestwell are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SmartPath, https://bouncewatch.com/company/smartpath, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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