SmartPath offers comprehensive personal financial coaching and corporate financial wellness programs that pair clients with experienced coaches who assess situations, set priorities and provide accountability. Its financial care plans cover budgeting, buying a home, retirement planning and include engaging financial seminars for corporate employees. The company serves thousands of clients nationwide and since launching its corporate program in 2017 its coaches have conducted thousands of hours of personal coaching. SmartPath intends to use the newly raised funds to continue expanding operations. The fundraising follows the firm’s ongoing focus on scaling corporate wellness offerings and one-on-one coaching capacity. SmartPath is headquartered in Atlanta, GA.

Total raised

$3M

Funding rounds

1

Latest round

Equity

Latest activity

Feb 2019