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Questis vs SmartDollar

Compare and evaluate Questis 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.

Questis offers Financial Coaching, Cash Flow & Budgeting to companies with 225,000 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.

Questis

5.0 (2)

SmartDollar

4.5 (17)

Product Description

Questis

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

Questis

SmartDollar

2 eligible

Lives Serviced

Questis

30,000

SmartDollar

1,100,000

Product Specific Features

Questis

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

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

Benefits management

Accredited financial coaches

Debt management counseling

Courses administration

Features

Questis

Global Capabilities

iOS Native Application

Android Native Application

Responsive Design

GDPR Compliant

SSAE 18 / SOC Audit(s) Performed

NCQA Accredited / Certified

3rd Party Integrations

SmartDollar

iOS Native Application

Android Native Application

Responsive Design

SSAE 18 / SOC Audit(s) Performed

3rd Party Integrations

Official Resources

Questis

Not Provided.

SmartDollar

Not Provided.

Media

Questis

SmartDollar

About

Questis

Financially stressed people need more than an article or two to read. They need a real person to guide them... Show More

SmartDollar

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

Founded

Questis

2014

SmartDollar

1991

Location

Questis

Charleston, SC

SmartDollar

Franklin, TN

Employees

Questis

SmartDollar

1,014

Funding Summary

Questis

12M Venture Round

SmartDollar

None

Website

Questis

SmartDollar

Competitors

Questis

SmartDollar

ENRICH™ Financial Wellness

Financial Finesse

SmartDollar

Reviews

Questis

5.0 (2)

Featured Review

Andy Wadewitz, SHRM-CP

March 7, 2025

We’ve been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be... More

Featured Review

Michelle Snipes

August 25, 2022

We have had such great success partnering with Questis for our internal team, that we fully intend to share this... More

SmartDollar

4.5 (17)

Featured Review

Connie Frey

January 20, 2025

Smart Dollar has been a great resource for helping our team learn how to be good stewards of their finances.... More

Featured Review

Alisha Parker

February 12, 2025

Caleb Adams gets a 10 and has been helping me navigate through the system which makes every penny of the... More

Featured Review

Clay County

February 4, 2025

Excellent program