BrightPlan vs SmartDollar

Compare and evaluate BrightPlan 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.

BrightPlan offers Financial Coaching to companies with 150,000 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.

BrightPlan

BrightPlan

Reviews pending

Product Description

BrightPlan

-

SmartDollar

SmartDollar’s highly-trained coaches are available to help employees uncover the root problems that lead to poor financial decisions, help employees... Show More

Min. Group Size

BrightPlan

50 eligible

SmartDollar

2 eligible

Lives Serviced

BrightPlan

100,000

SmartDollar

1,100,000

Product Specific Features

BrightPlan

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

SmartDollar

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

BrightPlan

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

BrightPlan

SmartDollar

Media

BrightPlan

SmartDollar

About

BrightPlan

With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k)... 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

BrightPlan

2016

SmartDollar

Established in 1992

Location

BrightPlan

San Jose, CA

SmartDollar

Franklin, TN

Employees

BrightPlan

55

SmartDollar

70

Funding Summary

BrightPlan

9.5M Series A

SmartDollar

None

Website

Reviews

BrightPlan

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
Show All Reviews

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