SHOR Financial Wellness vs SmartDollar

Compare and evaluate SHOR Financial Wellness 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.

SHOR Financial Wellness offers Financial Coaching, Financial Education to companies with 0 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.

Product Description

SHOR Financial Wellness

-

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

SHOR Financial Wellness

-

SmartDollar

2 eligible

Lives Serviced

SHOR Financial Wellness

50

SmartDollar

4,294,967,295

Product Specific Features

SHOR Financial Wellness

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

SHOR Financial Wellness

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

SHOR Financial Wellness

SmartDollar

Media

SHOR Financial Wellness

SmartDollar

About

SHOR Financial Wellness

A 2016 employee survey revealed that 52% of respondents found managing their finances to be a
source of stress... 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

SHOR Financial Wellness

2017

SmartDollar

1991

Location

SHOR Financial Wellness

1520 York Ave., New York, NY 10028, US

SmartDollar

Franklin, TN

Employees

SHOR Financial Wellness

Not Provided

SmartDollar

1,014

Funding Summary

SHOR Financial Wellness

Not Provided

SmartDollar

None

Website

Competitors

SHOR Financial Wellness

-

SmartDollar

-

Reviews

SHOR Financial Wellness

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.
Show All Reviews

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