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Nerdwallet Inc
19 S. B Street, Suite 9
Phone: (415) 549-8913p:415 549-8913 SAN MATEO, CA  94401  United States Ticker: NRDSNRDS
Business Summary
NerdWallet, Inc. is a personal finance company. The Company provides consumers and small and mid-sized businesses (SMBs) across a broad range of finance topics through a digital platform that integrates independent editorial content, comparison tools, data-driven product marketplaces, and access to regulated financial services offered through its subsidiaries. Its platform includes three primary components including editorial and content publishing, marketplace and referral services and financial services. The editorial and content publishing include consumer and SMB financial education, tools, calculators, and guides. Its marketplace and referral services are provided through Fundera, NerdWallet Insurance Services, NerdWallet Advisory, and NerdWallet. Its financial services are brokerage and advisory services. Its other offerings are content publishing, technology-enabled tools, financial product marketplaces, mortgage brokering services, and regulated investment advisory services.
(Source: 6-K)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202512/31/2025YesYesYes-Yes

Industries
SIC Code Description
7372 Prepackaged software
7374 Computer processing and data preparation and processing services
7371 Computer programming services
8742 Management consulting services
6099 Functions related to depository banking, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, Chief Executive Officer, Founder TimChen 42 9/1/2021 1/1/2009
Chief Financial Officer Jun HyungLee 39 3/17/2025 3/17/2025
Chief People Officer LyneeLuque 46 4/1/2022 4/1/2022
8 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
NERDWALLET ADVISORY LLC 901 MARKET ST SAN FRANCISCO CA United States
College Finance Company, LLC 67B Front Street Marblehead MA United States
Fundera Inc. 123 William Street New York NY United States

Business Names
Business Name
aboutLife, Inc.
College Finance Company, LLC
Fundera Inc.
5 additional Business Names available in full report.

General Information
Number of Employees: 650 (As of 12/31/2025)
Outstanding Shares: 65,791,480 (As of 3/24/2026)
Shareholders: 107
Stock Exchange: NASD
Federal Tax Id: 454180440
Fax Number: (302) 526-0014


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Tuesday, April 28, 2026