SmartPath
YC S16Atlanta, US · Founded 2016 · Delaware corporation · 16 employees · 4 known investors
SmartPath provides comprehensive financial education solutions including daily classes, one-on-one coaching, and digital tools to individuals through partnerships with financial institutions, fintech companies, and employers.
Founders & leadership· Y Combinator alumni (S16)
SmartPath was founded in 2016 by Alok Deshpande.
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Alok Deshpandein𝕏Founder/PresidentAlok Deshpande studied at Emory University and Harvard Business School, and previously worked at Bain & Company. He now focuses on financial education.
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Mark MilesNamed on SEC filing
Board
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David MaritiranoBoard director
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Karim ShariffBoard director
Investors · 4
Reported raises · per SEC filings
Form D private placements$4.4M disclosed across 2 rounds · 2019–2020
▶$1.6MraisedOct 2020 · 4 investors · Other TechnologyRule 506(b)
▶$1.6MraisedOct 2020 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Alok DeshpandeExecutive Officer, Director
- David MaritiranoDirector
- Karim ShariffDirector
- Mark MilesDirector
- Gardiner GarrardDirector
- Offering amount
- $2M
- Amount sold
- $1.6M
- First sale
- Oct 2020
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$2.8MraisedFeb 2019 · 7 investors · Other TechnologyRule 506(b)
▶$2.8MraisedFeb 2019 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Gardiner GarrardDirector
- Alok DeshpandeExecutive Officer, Director
- Mark MilesDirector
- David MaritiranoDirector
- Karim ShariffDirector
- Offering amount
- $2.8M
- Amount sold
- $2.8M
- First sale
- Jan 2019
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
SmartAsset78 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta65 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Ramsey Solutions54 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
Experian49 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Intuit®39 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Capital One38 shared keywordsCapital One is a financial services company that offers credit cards, checking and savings accounts, auto financing, and business banking products to consumers and small businesses. The company provides digital banking tools, rewards programs, and credit monitoring services.
Companies competing with SmartPath for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does SmartPath do?
- SmartPath provides comprehensive financial education solutions including daily classes, one-on-one coaching, and digital tools to individuals through partnerships with financial institutions, fintech companies, and employers.
- Who founded SmartPath?
- SmartPath was founded by Alok Deshpande in 2016.
- Who are SmartPath's investors?
- SmartPath's investors include PJC, Y Combinator, TTV, TTV Capital.
- How much funding has SmartPath raised?
- SmartPath has disclosed $4.4M raised across 2 rounds.
- Where is SmartPath headquartered?
- SmartPath is headquartered in Atlanta, US.