Addition Wealth vs SmartDollar

Compare and evaluate Addition Wealth vs SmartDollar based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Addition Wealth offers Financial Education, Financial Coaching, Personal Investment Advisors to companies with 0 employees. SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Addition Wealth

-

SmartDollar

We believe that everyone can benefit from financial wellness including those with the highest risk or financial need. We understand... Show More

Min. Group Size

Addition Wealth

-

SmartDollar

2 eligible

Lives Serviced

Addition Wealth

-

SmartDollar

1,100,000

Product Specific Features

Addition Wealth

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

SmartDollar

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

Features

Addition Wealth

✓

Global Capabilities

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Not offered

NCQA Accredited / Certified

Not offered

URAC Accredited

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Addition Wealth

SmartDollar

Media

Addition Wealth

SmartDollar

About

Addition Wealth

Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Founded

Addition Wealth

2021

SmartDollar

Established in 1992

Location

Addition Wealth

NYC

SmartDollar

Franklin, TN

Employees

Addition Wealth

30

SmartDollar

70

Funding Summary

Addition Wealth

4.2M Venture Round

SmartDollar

None

Website

Competitors

Addition Wealth

-

SmartDollar

-

Reviews

Addition Wealth

0.0 (0)

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
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