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

4,294,967,295

Product Specific Features

Financial Finesse

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

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

Trusted by thousands of benefits teams and HR leaders across industries, SmartDollar empowers workforces to improve financial behaviors while increasing... Show More

Founded

Financial Finesse

1999

SmartDollar

1991

Location

Financial Finesse

El Segundo, CA

SmartDollar

Franklin, TN

Employees

Financial Finesse

100

SmartDollar

1,014

Funding Summary

Financial Finesse

-

SmartDollar

None

Website

Competitors

Financial Finesse

-

SmartDollar

-

Reviews

Financial Finesse

4.0 (1)

SmartDollar

4.5 (156)

Star Featured Review

Kristen Perkins

November 6, 2025
SmartDollar provides valuable tools and learning opportunities that are changing our employees overall financial wellness and their lives!
Star Featured Review

Jacquela Humbert

October 31, 2025
Caleb is excellent. Very personable and accommodating.
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