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

4.5 (165)

Product Description

Origin

-

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

Origin

100 eligible

SmartDollar

5 eligible

Lives Serviced

Origin

167,000

SmartDollar

5,000,000

Product Specific Features

Origin

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

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

Not offered

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

SmartDollar

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

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

Founded

Origin

2018

SmartDollar

1991

Location

Origin

Boston, MA

SmartDollar

Franklin, TN

Employees

Origin

105

SmartDollar

1,000

Funding Summary

Origin

56M Series B

SmartDollar

None

Website

Reviews

Origin

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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