SmartDollar vs SoFi

Compare and evaluate SmartDollar vs SoFi based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees. SoFi offers Student Loans, Emergency Savings to companies with 8,000,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

SoFi

SoFi

Reviews pending
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Product Description

SmartDollar

We believe that everyone can benefit from financial wellness including those with the highest risk or financial need. We understand... Show More

SoFi

Getting financially skilled takes guidance and time. SoFi at Work is designed to offer employees a comprehensive, holistic platform to... Show More

Min. Group Size

SmartDollar

2 eligible

SoFi

500 eligible

Lives Serviced

SmartDollar

-

SoFi

8,000,000

Product Specific Features

SmartDollar

✓

Financial health assessment

 ✓

Budget tool

 ✓

Cashflow tool

 Not offered

Contest and reward management

 Not offered

Benefits management

 ✓

Accredited financial coaches

 ✓

Debt management counseling

 ✓

Education courses administration

SoFi

✓

Financial health assessment

 ✓

Budget tool

 ✓

Cashflow tool

 Not offered

Contest and reward management

 Not offered

Benefits management

 ✓

Accredited financial coaches

 ✓

Debt management counseling

 ✓

Education courses administration

Features

SmartDollar

✓

iOS Native Application

 ✓

Android Native Application

 ✓

Responsive Design

 ✓

3rd Party Integrations

SoFi

✓

iOS Native Application

 ✓

Android Native Application

 ✓

Responsive Design

 ✓

GDPR Compliant

 ✓

SSAE 18 / SOC Audit(s) Performed

 ✓

3rd Party Integrations

Official Resources

SmartDollar

Not Provided.

SoFi

Not Provided.

Media

SmartDollar

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

SoFi

SoFi video/presentation/materials
SoFi video/presentation/materials

About

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

SoFi

SoFi at Work has been at the forefront of innovation in the student loan space for the better part of... Show More

Founded

SmartDollar

Established in 1992

SoFi

2011

Location

SmartDollar

Franklin, TN

SoFi

San Francisco

Employees

SmartDollar

70

SoFi

4,400

Funding Summary

SmartDollar

None

SoFi

None

Website

Competitors

Reviews

SmartDollar

4.4 (11)

Star Featured Review

Christopher Dehning

December 8, 2020
Absolute best financial literacy program in the world. It's beauty is in its simplicity, its effectiveness and the passion of... More
Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
Show All Reviews

SoFi

0.0 (0)

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