MoneySteps vs SmartDollar

Compare and evaluate MoneySteps 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.

MoneySteps offers Financial Coaching, Cash Flow & Budgeting to companies with 10,000 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.

MoneySteps

Reviews pending

Product Description

MoneySteps

-

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

MoneySteps

500 eligible

SmartDollar

2 eligible

Lives Serviced

MoneySteps

15,000

SmartDollar

4,294,967,295

Product Specific Features

MoneySteps

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

MoneySteps

✓

Responsive Design

✓

GDPR Compliant

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

MoneySteps

SmartDollar

Media

MoneySteps

SmartDollar

About

MoneySteps

We operate on three basic values: Personal, Flexible and Trusted. Our associates earn the trust of our customers through forthright... 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

MoneySteps

1913

SmartDollar

1991

Location

MoneySteps

Lake Forest, IL

SmartDollar

Franklin, TN

Employees

MoneySteps

Not Provided

SmartDollar

1,014

Funding Summary

MoneySteps

Not Provided

SmartDollar

None

Website

Competitors

MoneySteps

-

SmartDollar

-

Reviews

MoneySteps

0.0 (0)

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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