Financial Finesse vs SmartDollar

Compare and evaluate Financial Finesse 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.

Financial Finesse offers Financial Coaching, Financial Education, Cash Flow & Budgeting to companies with 660,000 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.

Product Description

Financial Finesse

-

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

Financial Finesse

0 eligible

SmartDollar

2 eligible

Lives Serviced

Financial Finesse

0

SmartDollar

1,100,000

Product Specific Features

Financial Finesse

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

Financial Finesse

Not offered

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

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

Financial Finesse

SmartDollar

Media

Financial Finesse

SmartDollar

About

Financial Finesse

Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of... 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

Financial Finesse

1999

SmartDollar

Established in 1992

Location

Financial Finesse

El Segundo, CA

SmartDollar

Franklin, TN

Employees

Financial Finesse

100

SmartDollar

70

Funding Summary

Financial Finesse

-

SmartDollar

None

Website

Competitors

Financial Finesse

-

SmartDollar

-

Reviews

Financial Finesse

4.0 (1)

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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