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, Tuition Assistance 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

Reviews pending

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

1,100,000

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

✓

SSAE 18 / SOC Audit(s) Performed

✓

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

Media

SmartDollar

SoFi

About

SmartDollar

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

1991

SoFi

2011

Location

SmartDollar

Franklin, TN

SoFi

San Francisco

Employees

SmartDollar

1,014

SoFi

4,400

Funding Summary

SmartDollar

None

SoFi

None

Website

Reviews

SmartDollar

4.5 (21)

Star 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
Star Featured Review

Clay County

February 4, 2025
Excellent program
Show All Reviews

SoFi

0.0 (0)

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