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NerdWallet
NerdWallet is an SEC-registered investment adviser in New York, NY, registered since 2025. It manages $263 million in regulatory assets. The firm has 23...
NerdWallet
NerdWallet is an SEC-registered investment adviser in New York, NY, registered since 2025. It manages $263 million in regulatory assets. The firm has 23 employees and 11 investment advisers.
General information
Firm type
Asset Manager
Year founded
2009
Location
Region
North America
Country
United States
City
New York
Corporate office
San Francisco, CA, United States
Principals
Tim Chen
Co-Founder and CEO
Jennifer Ceran
CFO
Sector focus
Frequently asked questions
Who runs investment decisions at NerdWallet?
NerdWallet is a publicly traded company (NASDAQ: NRDS) without an investment-management arm. Strategic and capital-allocation decisions are made by the board of directors and CEO Tim Chen. The firm does not deploy third-party capital or manage assets.
Does NerdWallet participate in fund commitments or only direct deals?
NerdWallet does not invest in external funds or make direct private-equity or venture-capital investments. Its business is entirely media, marketplace, and software — not capital deployment.
What sectors does NerdWallet focus on?
NerdWallet's content and marketplace cover personal-finance categories: credit cards, mortgages, personal loans, student loans, insurance (auto, home, life), banking, investing, and taxes. It does not cover corporate finance, institutional investing, or alternative assets.
What is NerdWallet's known posture on co-investments alongside external GPs?
NerdWallet has no known activity in co-investments, GP stakes, or secondary markets. Its capital allocation is limited to internal R&D, content production, and strategic acquisitions of adjacent firms (e.g., the 2021 purchase of Fundera, a small-business loan marketplace).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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