Do you know your Match Score?

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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.