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  • 4.2/5 (6 reviews)

  • Founded Established in 1992
  • Group Sizes Any Size
  • Customers Served 2.5M

About SmartDollar

SmartDollar is the only financial wellness solution that leads to lasting behavior change. With best-selling authors and financial experts Dave Ramsey, Rachel Cruze, and Chris Hogan making difficult money concepts easy to understand, SmartDollar provides a proven step-by-step plan where employees learn to save for emergencies, eliminate debt, and retire with confidence. Our online platform provides 24/7 access to inspiring and motivating content, innovative tools, and a wide variety of questions and answers to help people anytime, anywhere and on any device no matter where they are with their personal finances.

For nearly three decades, we’ve been helping people change their financial lives one step at a time, and millions of people have started on a path to retire with confidence.

Value Proposition

SmartDollar is the only comprehensive financial wellness solution that leads to lasting behavior change. Rather than simply addressing the symptoms, SmartDollar gets to the root of why people aren’t on track for retirement.

For the past 25 years, we have helped people take control of their money and change their financial futures. Our program addresses the underlying issues that impact personal finances: lack of a plan, no emergency savings, and too much debt. We get to the root of the problem instead of simply treating the symptoms. SmartDollar targets the behaviors that keep people off track with their money.

SmartDollar is not just about education and tools; it’s an online personal financial coach. It helps participants from the day they start the program all the way through their retirement. We provide the help your people need to make lasting changes without any product sales pitches or intimidation.

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SmartDollar Media

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SmartDollar Offerings

  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Financial Coaching

SmartDollar Reviews

SmartDollar Materials

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    SmartDollar Brochure.pdf

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    Workers Financial Woes Impact Small Business.pdf

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    Employees’ Emotions Surrounding Money.pdf

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    Financial Wellness Benefit Win-Win.pdf

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SmartDollar Clients

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