Edelman Financial Engines vs SmartDollar

Compare and evaluate Edelman Financial Engines 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.

Edelman Financial Engines offers Financial Coaching, Financial Education, 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.

SmartDollar

4.5 (165)

Product Description

Edelman Financial Engines

-

SmartDollar

SmartDollar is an employer-sponsored financial wellness benefit built on Ramsey Solutions' 7 Baby Steps framework. It helps employees build confidence... Show More

Min. Group Size

Edelman Financial Engines

5,000 eligible

SmartDollar

5 eligible

Lives Serviced

Edelman Financial Engines

-

SmartDollar

5,000,000

Product Specific Features

Edelman Financial Engines

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

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

Edelman Financial Engines

✓

Global Capabilities

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Edelman Financial Engines

SmartDollar

Media

Edelman Financial Engines

SmartDollar

About

Edelman Financial Engines

Momentum by Edelman Financial EnginesTM is a workplace financial wellness platform that combines industry-leading 401(k) investment advisory capabilities with a... Show More

SmartDollar

SmartDollar serves over 5 million employees nationwide, across organizations from fast-growing companies to large enterprises, spanning healthcare, manufacturing, retail, construction,... Show More

Founded

Edelman Financial Engines

1986

SmartDollar

1991

Location

Edelman Financial Engines

Boston, MA

SmartDollar

Franklin, TN

Employees

Edelman Financial Engines

Not Provided

SmartDollar

1,000

Funding Summary

Edelman Financial Engines

Not Provided

SmartDollar

None

Website

Reviews

Edelman Financial Engines

0.0 (0)

SmartDollar

4.5 (165)

Star Featured Review

Erin Wackerhagen

September 3, 2026
Smart Dollar has been life-changing for several of our employees. It has allowed them to take control of their finances... More
Star Featured Review

Blythe Pettibone-Thompson

September 3, 2026
SmartDollar is an excellent way to provide a sound financial resource to your organization or company. It results in better... More
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