Managed investing accounts matched to your investment goals.
JumpSteps reviews hundreds of robo-advisors and managed investing platforms — then surfaces the ones built to match your investment approach, scored 0–100. No guesswork. No generic "best of" lists.
An example Match Score — yours is calculated from your goals in under a minute.
1 Reflects JumpSteps editorial coverage of leading U.S. brokerages and the products they offer. Editorial ratings and Match Scores are produced independently of commercial relationships.
What's your approach to managed investing?
Managed investing platforms vary wildly in fees, features, and philosophy. Pick the approach that matches your investment style — Claire surfaces the platforms built for it, scored against your specific goals.
Automated portfolios with minimal fees
Pure robo-advisors use algorithms to build and rebalance your portfolio automatically. We surface platforms that keep fees low while delivering sophisticated portfolio management without human intervention.
Invest once, let it grow automatically
Set-and-forget platforms handle everything after your initial setup — rebalancing, reinvestment, and adjustments. We surface accounts designed for investors who want growth without ongoing decisions.
Investing designed around your specific goal
Goal-based platforms tailor portfolios and timelines to specific targets — retirement, home purchase, education. We surface accounts that align investment strategy with your actual financial milestones.
Tax-loss harvesting built in
Tax-smart platforms automatically harvest losses to offset gains, reducing your annual tax bill. We surface accounts with sophisticated tax optimization that works behind the scenes.
Real advisors when you need them
Hybrid platforms combine robo-efficiency with human expertise — algorithm management plus access to real financial advisors. We surface accounts offering professional guidance alongside automated investing.
Professional management from your first dollar
Low-minimum platforms let you start managed investing with small amounts — often $1 or no minimum. We surface accounts that provide full portfolio management regardless of your starting balance.
Retirement portfolios that evolve with you
Retirement-focused platforms adjust your allocation as you age, becoming more conservative as you approach retirement. We surface accounts designed specifically for long-term retirement accumulation.
Choosing managed investing shouldn't require a finance degree.
Platform sites focus on features, not fit. "Best robo-advisor" lists rank by popularity, not your goals. JumpSteps does the research — across hundreds of platforms and thousands of strategies — and matches your investment approach to the accounts built for it.
Every account, scored across five dimensions.
The same methodology rates every brand — partners and non-partners alike. Your Match Score is calculated live against your goals.
Don't take our word for it.
We asked the major AI engines what JumpSteps is. Here's what they said — unedited.
Competitors make you read and decide. Claire runs a conversational match and delivers the strongest matches.
An AI-powered financial matching platform that helps consumers find the best banking, borrowing, and investing products to meet their specific financial goals.
Unlike traditional comparison sites that publish generic best-of lists, JumpSteps generates a Match Score that reflects how well a specific financial product fits stated goals, situations, and preferences.
For a consumer, JumpSteps is likely more useful when you want guidance based on your situation.
A solid, straightforward tool if you want to quickly see curated, reliable options.
Not sure which approach fits? Just tell Claire.
Describe your investment goals in plain language — "I want automated investing with low fees" — and Claire translates it into Match Scores across every rated managed investing platform, surfacing the strongest fits immediately.
Managed investing, matched to your goals
Is this a recommendation?
No. JumpSteps surfaces editorial matches and a personal Match Score showing how well each account fits the goals you share — it is not personalized financial advice, and the decision is always yours.
Does finding a match affect my credit?
No. There's no credit report, no hard or soft inquiry, and no connection to any credit score. The Match Score measures goal-to-account fit only.
Do the brands shown pay to appear?
Brands are surfaced by editorial score, built from a four-component methodology and ratings from up to 13 publications. Partners pay a platform fee, but the amount paid does not determine the score — partners and non-partners are scored the same way.
What's the difference between a rating and a Match Score?
A rating is our methodology-anchored assessment of a brand and product. A Match Score is generated from your goals and shows how closely a specific account aligns with them, 0–100. Both are separate from any approval decision, which the institution makes on its own criteria.
How JumpSteps earns your trust
JumpSteps is an independent matching platform that helps you make informed decisions about financial brands and products. We rate brands on their merits and provide clarity into how well they meet your goals through our proprietary Match Score. We may receive compensation from partner institutions for successful matches when you open an account with a partner brand directly from JumpSteps. Ratings transparency is always available on our ratings methodology page and Terms of Use.
Beyond managed
Matching Managed Accounts, just one minute away.
Tell Claire how you bank. She'll surface editorial matches across JumpSteps' rated accounts.
No credit check. No subscription required. Read the methodology.