Your goals have met their match

Instantly see financial accounts that match your goals — powered by your free Match Score

Takes less than a minute • Free • How it works

How JumpSteps Works

Rate. Rank. Match.

Rated with:

Clear & Comprehensive Reviews

Clearfield Bk.
8.4
Vantara Invest
9.2
Meridian One
7.9

JumpSteps Editorial + 3 key dimensions:
Expert Consensus · Structural · Trust

Comprehensive ratings with no size bias, no pay-to-play, and full transparency.

See Reviews →
Ranked by:

What They Actually Do Best

Rates & APY ✦ Ranked
Fees & Waivers ✦ Ranked
Features & Access ✦ Ranked

40 data points per brand · Ranked by what matters most to you

40 verified data points per brand — so the highest-scored products rise to the top.

See Comparisons →
Ready to Match

Your Goals, Matched Instantly

0 / 100
Your Match Score
Goals Eligibility Fees Features

Tell us your goals and get an instant Match Score built around your financial life.

See your Match Score →
claire

Your goals have met their match.
Finally.

70% full market coverage1
375+ products scored
0% pay-to-play bias

Claire is JumpSteps' AI matching engine — the intelligence that connects what you're trying to do financially with the products designed for that purpose. She scores 375+ products against your goals, timing, and situation, then surfaces your strongest matches. No guessing. No generic lists.

1 Based on total assets held by financial institutions rated on JumpSteps relative to total U.S. commercial banking assets (FDIC, 2024).

Pillar 01
Ratings that mean something
13 recognized sources — NerdWallet, Bankrate, J.D. Power, Morningstar and more — normalized to a single score. No pay-to-play. No size bias. Highest-scored matches, including non-partner brands.
Pillar 02
A score built around your goals
Claire measures the how, who, what, when & why of your financial goals — five dimensions that shape every score for your specific profile.
Pillar 03
Matching that never stops
JumpSteps+ keeps Claire running on your profile around the clock — delivering new matches to your inbox before you even knew to look.
JumpSteps+

Stop searching. Start matching. 24/7.

JumpSteps+ is your AI matching engine — scoring products against your profile and goals, 24/7.

Your score matching runs 24/7
Set it and forget it — our AI offer engine keeps searching so you don't have to.
You get offers before they're available to the public
Claire continuously scores products against your goals so the highest-fit matches reach you first.
You control exactly what reaches you
Everyone needs some downtime. Turn alerts on or off anytime to get exactly what you're looking for in the moment.

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

Checking & Savings for a strong foundation

A man with glasses and a dark beard wearing a green sweater, looking to the side. Background includes a blurred plant.

With you, every step of the way

JumpSteps has featured offers matched to your goals, for every stage of your financial journey. Start building the future you deserve, today!

A new Credit Card for convenience

Person with curly hair wearing glasses and a striped shirt, smiling indoors.
Smiling woman in blue shirt with greenery background.

An investing account for growing wealth!

More ways to make smart financial decisions

For Financial Brands

We haven't forgotten about you.

Your digital marketing isn't built for AI. Yet.

We use AI to connect the right consumers to the right products — matching your offers to the people most likely to benefit from them. Your existing marketing stays intact; we work alongside it.

Greater alignment between customer goals, customer qualification, and the products you offer is the key to higher account opening, retention, and loyalty.

Learn About Partnering
Earned Rankings
Brands that provide verified product data directly earn the Partner Verified badge — improving data accuracy for the consumers we serve.
High-Intent Visitors
We help consumers find the products that match their goals — connecting them to your offers when the fit is strong.
AI-Led Acquisition, Built for Financial Services
When you're ready to move beyond clicks and vanity metrics to high-value customers — Become a Brand Partner.