SmartPath
Financial wellness and retirement planning coaching platform for employers, advisors, brokers and banks.
joinsmartpath.com ↗ · SmartPath, Inc.
Subprocessors (17)
List updated Sep 2, 2026 · Checked Oct 27, 2026 · source disclosure ↗
| vendor | purpose | evidence |
|---|---|---|
| To maintain records of attendance for wealth management informational classes | “BigMarker” | |
| To schedule appointments with our Coaches and Advisors | “Calendly” | |
| External communications | “Customer.io” | |
| Secure file transfer from organizations | “Files.com” | |
| Meeting and call recording transcription and AI summarization services | “Fireflies.ai” | |
| Analysis of underlying data relating to website traffic | “Google Analytics” | |
| Cloud hosting to store data on behalf of SmartPath | “Google Cloud Platform” | |
| Email communications, calendar management, document creation | “Google Workspace” | |
| Customer support management tool (shared inbox) | “Helpscout” | |
| Customer and internal reporting | “Metabase” | |
| Telephony | “RingCentral” | |
| To assist client in retirement planning and strategizing | “RightCapital” | |
| Auto-capture of user activity to streamline support | “Sentry” | |
| Internal SmartPath team communications | “Slack” | |
| Surveys and intake form information | “SurveySparrow” | |
| To assist in client wealth planning | “Wealthbox” | |
| Vendor system automation | “Zapier” |
-
To maintain records of attendance for wealth management informational classes
“BigMarker”
-
To schedule appointments with our Coaches and Advisors
“Calendly”
-
External communications
“Customer.io”
-
Secure file transfer from organizations
“Files.com”
-
Meeting and call recording transcription and AI summarization services
“Fireflies.ai”
-
Analysis of underlying data relating to website traffic
“Google Analytics”
-
Cloud hosting to store data on behalf of SmartPath
“Google Cloud Platform”
-
Email communications, calendar management, document creation
“Google Workspace”
-
Customer support management tool (shared inbox)
“Helpscout”
-
Customer and internal reporting
“Metabase”
-
Telephony
“RingCentral”
-
To assist client in retirement planning and strategizing
“RightCapital”
-
Auto-capture of user activity to streamline support
“Sentry”
-
Internal SmartPath team communications
“Slack”
-
Surveys and intake form information
“SurveySparrow”
-
To assist in client wealth planning
“Wealthbox”
-
Vendor system automation
“Zapier”