UBS Workplace Wealth Solutions vs SmartDollar

Compare and evaluate UBS Workplace Wealth Solutions 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.

UBS Workplace Wealth Solutions offers 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

UBS Workplace Wealth Solutions

-

SmartDollar

-

Min. Group Size

UBS Workplace Wealth Solutions

-

SmartDollar

2 eligible

Lives Serviced

UBS Workplace Wealth Solutions

-

SmartDollar

1,000,000

Product Specific Features

UBS Workplace Wealth Solutions

-

SmartDollar

-

Features

UBS Workplace Wealth Solutions

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

UBS Workplace Wealth Solutions

SmartDollar

Media

UBS Workplace Wealth Solutions

SmartDollar

About

UBS Workplace Wealth Solutions

UBS Workplace Wealth Solutions provides comprehensive equity compensation plan services, financial wellness solutions and retirement & institutional consulting to entities... 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

UBS Workplace Wealth Solutions

1862

SmartDollar

1991

Location

UBS Workplace Wealth Solutions

Weehawken, NJ

SmartDollar

Franklin, TN

Employees

UBS Workplace Wealth Solutions

79,561

SmartDollar

970

Funding Summary

UBS Workplace Wealth Solutions

Not Provided

SmartDollar

None

Website

Competitors

UBS Workplace Wealth Solutions

-

SmartDollar

-

Reviews

UBS Workplace Wealth Solutions

0.0 (0)

SmartDollar

4.5 (159)

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
Show All Reviews

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