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Independent research on U.S. relationship banking

There's more than the rate.

We dig into the rate discounts, fee structures, and balance-linked perks that banks don't advertise. Then we publish what we find.

Recent insights

Bank of America vs Chase vs SoFi vs Truist: Where Each Bank Wins (And Where It Doesn't)

Benefits and tier thresholds reflect published and announced program changes through mid-2026. Our model simulates 15-year outcomes across thousands of financial profiles using published pricing

Mar 2026 · 8 min read

Is SoFi Plus Worth It? We Did the Math So You Don't Have To

Starting March 31, 2026, SoFi Plus requires a $10/month subscription. Before that date, anyone with direct deposit got Plus benefits for free. Now it&

Mar 2026 · 5 min read

Chase Private Client vs. the New BofA Rewards: Which Banking Relationship Is Actually Worth More?

Bank of America is overhauling its rewards program in May 2026. We ran the full 15-year math on mortgage discounts, CC rewards, loan rates, and

Mar 2026 · 8 min read

What are Banking Relationship Perks and Are They Worth It?

Most people choose a bank for simple reasons: convenience, a nearby branch, or a signup bonus. But the real value of a banking relationship usually

Mar 2026 · 4 min read

Why the Best Bank Today Might Not Be the Best Bank Over Time

When people compare banks, they usually focus on one thing. What do I get right now? Higher interest. A signup bonus. Maybe a cash incentive.

Mar 2026 · 2 min read

The Best Time to Switch Banks Might Be Right Before You Buy a House

Most people rarely think about switching banks. Once a checking account is open, it often stays that way for years. Sometimes decades. But there is

Mar 2026 · 1 min read

Opening Your First Bank Account After Graduation? Read This First

Graduating from college comes with a long list of financial firsts. First full time job. First apartment. First serious budgeting decisions. For many graduates, it

Mar 2026 · 1 min read

The One Financial Relationship People Never Optimize

People optimize almost every part of their financial lives. They compare mortgage rates. They refinance student loans. They shop around for better credit cards. But

Mar 2026 · 1 min read

Why Two People With The Same Credit Score Can Get Different Rate

Most people assume the lowest interest rate goes to the person with the highest credit score. That’s not wrong but it’s not the

Mar 2026 · 2 min read