# NerdWallet

NerdWallet is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** nerdwallet.com

## About

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.

## Sectors

- FinTech
- Personal Finance
- Insurance
- Lending
- Real Estate

## People

- Tim Chen — Co-Founder and CEO
- Jennifer Ceran — CFO

## 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).

## Related profiles

- [Innoviva](https://altss.com/profile/innoviva)
- [University of Pennsylvania - The Wharton School](https://altss.com/profile/university-of-pennsylvania-the-wharton-school)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nerdwallet

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