# SmartPath

> SmartPath is an Atlanta financial-education company that employers, retirement-plan advisors, banks, brokers and fintech platforms hire to give people practical money help. Its offer combines weekday live classes, an on-demand library, dedicated one-on-one coaching, digital tools, automated communications and reporting. The unusual part is the incentive design: SmartPath says its education is unbiased and does not depend on selling users a credit card, investment or insurance product.

- **Founded:** 2010
- **Headquarters:** Atlanta, United States
- **Founders:** Alok Deshpande (CEO and Co-Founder), Stuart Lawder (CPO and Co-Founder)
- **Team size:** Approximately 33 employees in the supplied company dataset; Y Combinator's public profile lists 16 and may be stale.
- **Products:** SmartPath Learn, SmartPath Coach, Embedded Financial Education, Custom Content and Reporting
- **Notable:** Selected for Y Combinator's Summer 2016 batch., Raised more than $2.7 million in a 2019 round led by PJC with TTV Capital, Y Combinator and angels participating., Named an Atlanta Business Chronicle Best Place to Work in 2018.

## Products & services

- **SmartPath Learn** — Weekday live personal-finance classes with real-time Q&A, an on-demand video library, automated onboarding, demographic-based recommendations by email or SMS, and Spanish-language access.
- **SmartPath Coach** — One-on-one guidance from a dedicated financial professional across debt, budgeting, homeownership, college aid, family planning, retirement and other major decisions.
- **Embedded Financial Education** — API and integration options that let fintech companies and financial institutions place SmartPath content in their own products and use engagement insights.
- **Custom Content and Reporting** — Co-branded videos, courses, benefits resources, automated communications and dashboards tailored to employers, advisors and participant populations.

## Achievements

- Selected for Y Combinator's Summer 2016 batch.
- Raised more than $2.7 million in a 2019 round led by PJC with TTV Capital, Y Combinator and angels participating.
- Named an Atlanta Business Chronicle Best Place to Work in 2018.
- Earned National Minority Supplier Development Council certification.
- Made the Inc. 5000 in 2023, 2024 and 2025.
- Reported 187% three-year revenue growth with its 2024 Inc. 5000 recognition.
- Reported more than 1,000,000 users in August 2025.

## Latest updates

- **2025-08** — SmartPath announced its third consecutive Inc. 5000 appearance and said it supported more than one million users.
- **2024-08** — SmartPath returned to the Inc. 5000 after reporting 187% revenue growth over three years.
- **2023-09** — SmartPath launched a Spanish-language user experience spanning its platform, communications and popular live and on-demand classes.
- **2023-08** — SmartPath was recognized on the Inc. 5000 for the first time.

## Links

- Website: https://www.joinsmartpath.com
- LinkedIn: https://www.linkedin.com/company/smartpath-financial/
- Twitter/X: https://twitter.com/smartpathfin
- Instagram: https://www.instagram.com/joinsmartpath
- Facebook: https://www.facebook.com/smartpath

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Profile page: https://yespress.io/smartpath
Published by YesPress — https://yespress.io
Last updated: 2026-08-22