NerdWallet

NerdWallet, Inc. is a financial technology company that offers online tools and resources designed to empower consumers in making informed personal finance decisions. Founded in 2009 and based in San Francisco, California, NerdWallet provides insights and personalized advice across various financial areas, including credit cards, banking, mortgages, insurance, loans, investing, and education. The platform allows users to compare options, access expert content, and receive tailored guidance, helping them navigate complex financial landscapes with confidence. By offering free access to these resources, NerdWallet aims to simplify financial decision-making, enabling consumers to save time and money while achieving their financial goals.

Tim Chen

Founder and CEO

6 past transactions

Next Door Lending

Acquisition in 2024
Next Door Lending provides FHA loans, VA loans, USDA loans, and jumbo loans.

On the Barrelhead

Acquisition in 2022
On the Barrelhead is a financial advisory service provider that operates a data-driven platform designed to assist consumers and small to medium-sized businesses (SMBs) in understanding and navigating their loan options. The company offers personalized credit recommendations by matching customer credit information with data from financial partners. Employing data-driven marketing techniques and machine learning models, On the Barrelhead aims to enhance financial outcomes for both users and partners. This approach enables users to effectively manage their debt and achieve savings, making financial decision-making more accessible and informed.

Fundera

Acquisition in 2020
Fundera, Inc. is an online marketplace based in New York that facilitates the comparison of various small business loan options for entrepreneurs. Founded in 2013 and currently a subsidiary of NerdWallet, Fundera offers a wide range of financial products, including SBA loans, term loans, equipment financing, business lines of credit, invoice financing, short-term loans, merchant cash advances, small business startup loans, and personal loans tailored for business purposes. The company leverages proprietary technology and financial expertise to provide small business owners with insights and tailored options, enabling them to make informed decisions about their financing needs. By connecting users with multiple lenders, credit card issuers, and banks, Fundera aims to help entrepreneurs secure funding at competitive rates.

Know Your Money

Acquisition in 2020
Know Your Money is an independent financial comparison website that was launched in 2004. Run by a dedicated team, their goal is to provide clear, accurate and transparent comparisons for a wide range of financial products. Although knowyourmoney.co.uk does not provide financial advice, they do aid their users in making informed decisions about which products are suitable for their circumstance by providing accurate, up-to-date comparisons and a range of straightforward, concise guides. Their service is free to their users, however, they do earn commission from the companies that advertise their products in their comparison tables and they do not recommend any one product over another. Please see the disclaimers under each comparison table for further information.

Trimian

Acquisition in 2018
Trimian is a startup based in Menlo Park, specializing in mobile applications. The company has developed a smart contacts application aimed at helping professionals effectively organize their contacts. This application allows users to manage their connections by creating a comprehensive guide to their acquaintances, categorizing them based on criteria such as schools, companies, and skills. By doing so, Trimian enables users to quickly identify and reach out to the right individuals when needed. The name "Trimian" derives from "tri-simian," which reflects the concept of the three wise monkeys, symbolizing wisdom and discernment in communication.

aboutLife

Acquisition in 2016
aboutLife, Inc. is a financial planning platform based in San Francisco, California, incorporated in 2013. The company operates a website designed to assist users in preparing for retirement and other significant life events by offering a comprehensive suite of financial tools. These tools enable individuals to identify their financial goals and provide guidance on achieving them. Services offered by aboutLife include budgeting, social security optimization, cost of living and relocation assistance, saving for college, emergency fund building, estate planning, insurance, and 401k management. As of June 2016, aboutLife operates as a subsidiary of NerdWallet, Inc., leveraging big data and a network of financial advisors to deliver expert insights and solutions for various financial queries.
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