NerdWallet, Inc. operates an online platform dedicated to providing tailored financial advice for both individual consumers and small to medium-sized businesses. The company facilitates connections between these users and various financial product providers. Its guidance is delivered through a comprehensive suite of resources, including educational articles, interactive tools and calculators, and specialized product marketplaces, all accessible via its website and the NerdWallet mobile application. Key financial areas covered encompass credit cards, mortgages, insurance, business finance solutions, personal loans, banking, investment strategies, and student lending. Serving customers in the United States, the United Kingdom, and Canada, NerdWallet was founded in San Francisco, California, in 2009.
Subscribe to see NerdWallet’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
NerdWallet is a fintech company headquartered in San Francisco, United States. It is publicly listed (NRDS) with a market capitalisation of $646.5M. Xcout tracks 16 named people at NerdWallet, including Jun Hyung Lee (Chief Financial Officer). Xcout recorded 48 job postings from NerdWallet in the last 90 days, naming tools such as Salesforce, GitHub, Jira.
10 more named people on record for NerdWallet, with roles, board committees and tenure — see the full roster →
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series A | $64M | — |
Some filings are not shown as funding rounds.
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Xcout recorded 48 job postings from NerdWallet in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see NerdWallet's hiring signals →
A few of NerdWallet's closest competitors — see the full list of competitors and alternatives →
Bankrate operates a financial services platform that enables consumers to compare rates, products, and lenders for mortgages, banking accounts, credit cards, and loans. The company provides financial calculators, reviews, and educational guides to help users make informed decisions about borrowing, saving, and managing their money.
SmartAsset is an online financial technology company that provides a wide range of financial calculators, educational guides, and comparison tools for mortgages, taxes, retirement, banking, and investing. It also operates a matching platform that connects consumers with vetted fiduciary financial advisors and offers lead generation services for financial professionals.
SoFi Technologies, Inc. specializes in delivering a wide array of online financial solutions. The company's business is structured across three main divisions: Lending, Technology Platform, and Financial Services. Through its diverse offerings, SoFi empowers its members to manage their money comprehensively, facilitating borrowing, saving, spending, investing, and asset protection. Its lending portfolio includes student loans, personal loans for various needs like debt consolidation or home improvements, and home mortgages. Furthermore, SoFi provides services for cash management and investment, complemented by its robust technology services. This technology segment features Galileo, a platform serving both financial and non-financial institutions; Apex, a technology-driven platform for investment custody and clearing brokerage; and Technisys, a cutting-edge, cloud-native core banking platform designed for multiple products. Established in 2011, SoFi Technologies, Inc. is based in San Francisco, California.
Finder operates a comparison and rewards platform that helps consumers find and evaluate deals on financial products, insurance, utilities, and telecommunications. It provides comparison tools and calculators for credit cards, loans, banking, energy plans, and insurance policies to assist users in making purchasing decisions.
Hardbacon was a Canadian personal-finance fintech that developed a mobile app for budgeting, tracking net worth, analyzing investments, and comparing financial products. It primarily served individual consumers seeking tools to manage their finances and investments.
Wealthsimple is a Canadian financial technology company that provides digital financial services to individuals and businesses. Its platform offers automated and self-directed investing, cryptocurrency trading, cash-saving accounts, credit cards, mortgages, and financial advisory services.
Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.
Free: up to 5 companies, daily. Subscribers also follow whole sectors and saved filters (M&A in Israel, AI funding…), get instant alerts, in-app notifications and signed webhooks, and open the full profile behind every name. Subscribe →
Post the link and the card appears automatically — each network fetches the image itself.