Xcout IntelNerdWallet competitors & alternatives
The 12 closest competitors and alternatives to NerdWallet among fintech companies — ranked by similarity to what NerdWallet actually does, not by market-cap band.
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About NerdWallet
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.
NerdWallet at a glance
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.
NerdWallet leadership
- Jun Hyung LeeChief Financial Officer
- Ekumene LysongeChief Legal Officer & Corporate Secretary
- Nicholas TatumChief Accounting Officer
- Tim ChenCo-founder, Chairman & Chief Executive Officer
- Chris HutchisonHead of Content
- Jeanette MargleHead of Content
10 more named people on record for NerdWallet, with roles, board committees and tenure — see the full roster →
NerdWallet funding rounds on record
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 →
Hiring at NerdWallet
Xcout recorded 48 job postings from NerdWallet in the last 90 days, from a hiring record Xcout has kept since June 2026.
Tools named in NerdWallet's job postings
The weekly hiring trend, the roles and locations behind it — see NerdWallet's hiring signals →
Top 12 NerdWallet competitors
Ranked by semantic similarity — how close each company is to NerdWallet by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
MoneySmart Group operates a personal finance portal in Southeast Asia that provides a financial comparison and content platform for consumers to evaluate banking, insurance, and investment products. The company also offers financial advisory services for products such as mortgages and life and health insurance.
Similar fintech company
Fintonic operates a digital financial platform and mobile application that provides personal loans, debt consolidation, insurance comparison, and account aggregation services. It serves individual consumers by analyzing their financial profile to help them manage money, track expenses, and secure financing options from various financial institutions.
Similar fintech company
Ratehub.ca is a Canadian digital financial services platform and online mortgage brokerage that helps users compare mortgages and personal finance products.
Similar fintech company
Nordnet is a digital financial services platform that provides retail investors and traders with access to stocks, mutual funds, ETFs, retirement savings accounts, and loans. The company enables users to manage investments, trade financial instruments, and access educational resources through its online platform and mobile application.
Similar fintech company
MoneyHero is a personal finance comparison platform in Hong Kong that helps users compare and apply for financial products such as credit cards, loans, insurance, investment accounts, and bank accounts. It serves consumers looking to evaluate financial options and provides exclusive rewards, promotions, and educational resources.
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