Financial Wellness
NAPAFIRMPARTNERS
Chicago, IL • thewealthpool.com
Atlanta, GA • joinsmartpath.com
SmartPath
The Wealth Pool
Key Contact(s)
Key Contact(s)
Alok Deshpande 678.723.4968 • alok@smartpathfinancial.com Kendra Warlow 417.529.5348 • kendra@smartpathfinancial.com Ryan McPherson 888.686.3033 • ryan@smartpathfinancial.com
Ed Lamark 312.404.5577 • ed@thewealthpool.com Troy Tarr 312.307.2565 • troy@thewealthpool.com
Firm Profile SmartPath is the leading provider of comprehensive financial education solutions in the country. Its robust offering includes daily educational classes, one-on-one coaching, and digital tools that empower individuals on the journey to financial freedom. Founded in 2010 and supporting over 600,000 individuals, SmartPath delivers its financial education solutions in partnership with financial institutions, fintech companies, and employers nationwide. For more information, visit www. joinsmartpath.com.
Firm Profile The Wealth Pool is an online, self-directed financial planning tool that collects, cleans, and organizes “pools” of household data to help consumers with their cash flow and household spending. TWP empowers advisors to lead with financial planning, save time and help bridge Retirement and Wealth. We generate a range of FICO-like scores on participant households for partnering advisors to identify their ideal prospects and drive conversions for advanced planning, wealth management and other advisory services.
Primary Market(s) Served
Primary Market(s) Served
0-50 Employees, 50-100 Employees, 100-500 Employees, 500-1,000 Employees, 1,000-5,000 Employees, > 5,000 Employees
50-100 Employees, 100-500 Employees, 500-1,000 Employees, 1,000-5,000 Employees, > 5,000 Employees
Total Support Staff
Employer-Clients / Participants Served * N/A / 600,000
Total Support Staff 2
Focus Areas Supported • Focus on outcomes/retirement readiness • Debt management/reduction • Establishment of emergency savings reserves • Budgeting • Financial literacy
Advisor Support Service(s) SmartPath Coach gives users access to a dedicated financial professional who offers guidance on a wide range of personal finance topics, including debt management, college financial aid, retirement planning, home ownership, and more. All coaches are certified and licensed financial professionals who uphold the highest fiduciary standards.
5
Focus Areas Supported • Focus on outcomes/retirement readiness • Debt management/reduction • Establishment of emergency savings reserves • Budgeting • Financial literacy Other Services • Self-directed financial planning • Account aggregation • Personal support • Advisor co-branding • Advisor lead-gen
Advisor Support Service(s)
Other Differentiating Factors
TWP • Offloads time-consuming data gathering and financial planning to participants • Sets the table for meaningful one-on-one consultations • Bridges Retirement and Wealth for advisors
We offer daily classes, spanning over 130 topics, with a certified financial professional. We can support Spanish-speaking individuals through a fully translated user experience, including our entire platform, communications, and classes. Our solution includes lead generation and marketing capabilities for advisors.
Advisors: • Promote their brand and services at scale • Identify their ideal prospects through simple scorecards • Monetize participants beyond the “F” services – fees, funds, fiduciary
Other Differentiating Factors TWP • Guides participants to take a complete inventory of their current finances • Presents easy-to-use Goal and Life Event planning modules • Provides insightful feedback through aggregated and anonymized data Participants • Get their financial houses in order and keep it there • Get a handle on spending and automate expense management
*as of 6.30.23
NAPABLACKBOOK2023
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