It’s time for your goals to meet their match

Introducing the score that tells you when an account actually matches your financial goals

Get Your Free Score Now!

Learn about Match Scores

How JumpSteps Works

Rate. Verify. Match.

Step 01 — Rate

We independently rate financial firms

Clearfield Bk.

8.4

Vantara Invest

9.2

Meridian One

7.9

4 components · Consensus · Editorial · Structural · Trust

A transparent, data-driven methodology built on consensus from 13 recognized sources — with no size bias, no pay-to-play, and every component visible to anyone who wants to see it.

Step 02 — Verify

We verify eligibility logic for every product

Opening deposit requirements ✦ Verified

Fee structure & waiver criteria ✦ Verified

APY & rate eligibility ✦ Verified

40 data points per brand · Pre-mapped · No credit pull required

Completeness of verified product data and qualification requirements — features, policies, account types, and coverage depth.

Step 03 — Match

You tell us your goals and get an instant Match Score

0 / 100

Your Match Score

Goals Eligibility Fees Features

Your JumpSteps Match Score tells you how well a product fits your goals, your history, and your financial life. With JumpSteps+, your score keeps working to find new matches 24/7.

Get Your Match Score Free How ratings are built →

JumpSteps+

Stop researching.
Start matching.

JumpSteps+ turns hours of financial research into a ranked shortlist built around your profile — and keeps working 24/7 to surface new matches as they appear. The first good decision it helps you make will be worth considerably more than $3.

Join JumpSteps+ See what's included →

Your score runs 24/7 — even when you're not here

AI continuously matches your saved profile against every product we track. New high-fit offers surface the moment they appear.

Preferred offers with rates the public doesn't see

Exclusive rates and elevated bonuses negotiated for subscribers — only surfaced when your match score is genuinely strong.

You control exactly what reaches you

Set a minimum match threshold. Mute any category. Pause everything. We only send what you've told us you want.

$3 / month · $24 / year. Cancel anytime. No contracts. No credit check.