InvestCloud vs SmartDollar

Compare and evaluate InvestCloud 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.

InvestCloud offers Financial Education, Financial Coaching, Cash Flow & Budgeting 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.

InvestCloud

Reviews pending

SmartDollar

4.5 (165)

Product Description

InvestCloud

-

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

InvestCloud

50 eligible

SmartDollar

5 eligible

Lives Serviced

InvestCloud

300,000

SmartDollar

5,000,000

Product Specific Features

InvestCloud

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

✓

Benefits management

Not offered

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

SmartDollar

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Education courses administration

Features

InvestCloud

✓

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

InvestCloud

SmartDollar

Media

InvestCloud

SmartDollar

About

InvestCloud

InvestCloud is transforming the financial industry’s approach to digital. We are a singular, no-code software platform for digital and commerce... 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

InvestCloud

2010

SmartDollar

1991

Location

InvestCloud

700 N San Vicente Blvd Suite G605, West Hollywood, CA, 90069

SmartDollar

Franklin, TN

Employees

InvestCloud

1,500

SmartDollar

1,000

Funding Summary

InvestCloud

Not Provided

SmartDollar

None

Website

Reviews

InvestCloud

0.0 (0)

SmartDollar

4.5 (165)

Star Featured Review

Rohn Everson

April 17, 2026
SmartDollar has easy to follow plan for budgeting, reducing debt, along with financial coaching help. The EveryDollar app has helped... More
Star Featured Review

Shannon Parker

January 16, 2026
This platform is streamlined, interactive, and informative. We've found this tool to be a life-changing tool for our staff. They've... More
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