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SmartPath
SmartPath provides unbiased and actionable financial guidance through education, personal coaching, and user-driven insights.
17sub-processors
HeadquartersN/A, United States
Founded2008
Size51-200
MarketB2B
PublicPrivate
ProductsFinancial education classes, One-on-one financial coaching, Personal finance insights, Retirement planning education, Financial wellness solutions
By Category
All Sub-Processors
| Name | Category |
|---|---|
| BigMarker | |
| Calendly | |
| Customer.io | Communication |
| Files.com | |
| Fireflies.ai | AI & Machine Learning |
| Fullstory | |
| Google Analytics | |
| Google Cloud Platform | Cloud Infrastructure |
| Google Workspace | Communication |
| Helpscout | Customer Support |
| RightCapital | |
| RingCentral | Communication |
| Slack | Communication |
| SurveySparrow | Customer Support |
| Tableau | Analytics & Monitoring |
| Wealthbox | |
| Zapier | Automation & Integration |
Data Processing Locations
Not specified
17 sub-processors
Frequently Asked Questions
How many sub-processors does SmartPath use?
SmartPath uses 17 sub-processors (third-party data processors) as disclosed on their public sub-processor page.
What are SmartPath's main sub-processors?
SmartPath's sub-processors include BigMarker (To maintain records of attendance for wealth management informational classes), Calendly (To schedule appointments with our Coaches and Advisors), Customer.io (External communications), Files.com (Secure file transfer from organizations), Fireflies.ai (Meeting and call recording transcription and AI summarization services), and 12 more.
Where does SmartPath process data?
SmartPath's sub-processors are located in Not specified.