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Origin vs SmartDollar

Compare and evaluate Origin 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.

Origin offers Financial Coaching, Personal Investment Advisors, Financial Education to companies with 300,000 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.

Origin

Reviews pending

SmartDollar

4.4 (11)

Product Description

Origin

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

Origin

100 eligible

SmartDollar

2 eligible

Lives Serviced

Origin

167,000

SmartDollar

1,100,000

Product Specific Features

Origin

Financial health assessment

One-on-one financial coaching - In-person

Goal setting and tracking

One-on-one financial coaching - virtual

On-site group workshops

Budget tool

Cashflow tool

Contest and reward management

Benefits management

Accredited financial coaches

Debt management counseling

Courses administration

SmartDollar

Financial health assessment

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

Contest and reward management

Benefits management

Accredited financial coaches

Debt management counseling

Courses administration

Features

Origin

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

Origin

Not Provided.

SmartDollar

Not Provided.

Media

Origin

SmartDollar

About

Origin

Origin is the modern financial wellness benefit for your workforce.

HR and People teams use Origin to... 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

Origin

2018

SmartDollar

Established in 1992

Location

Origin

Boston, MA

SmartDollar

Franklin, TN

Employees

Origin

105

SmartDollar

Funding Summary

Origin

56M Series B

SmartDollar

None

Website

Origin

SmartDollar

Competitors

Origin

ENRICH™ Financial Wellness

Financial Finesse

Best Money Moves LLC

SmartDollar

Reviews

Origin

0.0 (0)

SmartDollar

4.4 (11)

Featured Review

Christopher Dehning

December 8, 2020

Absolute best financial literacy program in the world. It's beauty is in its simplicity, its effectiveness and the passion of... More

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

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