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)
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SmartDollar

4.5 (165)
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Product Description

Questis

-

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

Questis

-

SmartDollar

5 eligible

Lives Serviced

Questis

30,000

SmartDollar

5,000,000

Product Specific Features

Questis

Not offered

Financial health assessment

 Not offered

One-on-one financial coaching - In-person

 Not offered

Goal setting and tracking

 Not offered

One-on-one financial coaching - virtual

 Not offered

Mentor/Coach matching

 Not offered

On-site group workshops

Not offered

Budget tool

 Not offered

Cashflow tool

 Not offered

Contest and reward management

 Not offered

Benefits management

 Not offered

Accredited financial coaches

 Not offered

Debt management counseling

 Not offered

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

Questis

✓

Global Capabilities

 ✓

iOS Native Application

 ✓

Android Native Application

 ✓

Responsive Design

 Not offered

GDPR Compliant

 ✓

SSAE 18 / SOC Audit(s) Performed

 Not offered

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

Questis video/presentation/materials

SmartDollar

SmartDollar video/presentation/materials
SmartDollar video/presentation/materials

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

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

Founded

Questis

2014

SmartDollar

1991

Location

Questis

Charleston, SC

SmartDollar

Franklin, TN

Employees

Questis

25

SmartDollar

1,000

Funding Summary

Questis

12M Venture Round

SmartDollar

None

Website

Questis

-

SmartDollar

Competitors

Questis

SmartDollar SmartDollar Enrich® Financial Wellness Enrich® Financial Wellness Financial Finesse Financial Finesse
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SmartDollar

Enrich® Financial Wellness Enrich® Financial Wellness Financial Finesse Financial Finesse My Secure Advantage® My Secure Advantage®
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Reviews

Questis

5.0 (2)

Star 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
Star 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 (165)

Star 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
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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