NERDWALLET, INC.
Close on Oct 19, 2026
- Market cap
- $662.61M
- P/E (TTM)
- 11.3
- Dividend yield
- –
About Nerdwallet
Services-Computer Processing & Data Preparation, SIC 7374
NerdWallet operates a digital financial platform that provides personal finance guidance and comparison tools to consumers and small and mid-sized businesses. The company functions across three main areas: editorial publishing, product marketplaces, and regulated financial services. Through its digital tools, educational content, and comparison services, it connects users with third-party providers for credit cards, banking accounts, personal and small business loans, insurance, and investment products. Additionally, NerdWallet conducts mortgage brokerage, insurance agency activities, and registered investment advisory operations through its subsidiaries.
The company serves millions of monthly platform users across the United States, Canada, and the United Kingdom. It maintains a remote-first operating model with more than 650 full-time employees and operates hub offices in multiple major metropolitan areas across the United States. NerdWallet's primary corporate offices are located in San Mateo, California, and Scottsdale, Arizona.
Summary of the business section of Nerdwallet's latest annual report, written by StockData.
Company profile
Company
- Legal name
- NERDWALLET, INC.
- Founded
- 2009
- Headquarters
- San Mateo, CA
- Address
- 19 S. B Street, Suite 9 94401
- Phone
- (415) 549-8913
- Website
- nerdwallet.com
- Industry
- Services-Computer Processing & Data Preparation
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Deloitte & Touche LLP, San Jose, California
Stock & identifiers
- Ticker
- NRDS
- Exchange
- Nasdaq
- IPO date
- Nov 5, 2021
- Shares outstanding
- 64M, Aug 3, 2026
- Public float
- $349.00M, Jun 30, 2025
- Filer category
- Accelerated filer<br>Emerging growth company
- SEC CIK
- 1625278
- CUSIP
- 64082B102
- ISIN
- US64082B1026
- LEI
- 254900FJ2Y4SH71DJ379
- EIN
- 45-4180440
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Tim Chao-Ming Chen | Chief Executive Officer, Director | 23,560,479 |
| Nicholas Tatum | Chief Accounting Officer | 69,466 |
| Jun Hyung Lee | Chief Financial Officer | 354,783 |
| Sam Brian Mischner | Chief Revenue Officer | 228,121 |
| Samuel Yount | Chief Business Officer | 915,436 |
| Lauren StClair | Chief Financial Officer | 465,106 |
| Anthony Ling | Director | 55,436 |
| Lynne Marie Laube | Director | 79,627 |
| Teresa Chia | Director | 39,474 |
| Kenneth Thomas McBride | Director | 90,526 |
| Jennifer Ceran | Director | 54,236 |
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Jul 11, 2022 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Nov 5, 2021 | IPO | Initial public offering priced (424B4 prospectus) |
| Nov 1, 2021 | Listing | Registration of securities on an exchange (Form 8-A) |