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Prepared & Protected
Protect what you’ve been working for with the right insurance, credit, & tax solutions
Insurance Coverage
Protect the things that matter most to you
Monitor Your Credit
Know, when you need to know
Manage Taxes
You have more important things to do
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 built to help you do it. 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. Only the best 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.