Total Raised

$159.3M

Investors Count

11

Deal Terms

2

Funding, Valuation & Revenue

8 Fundings

NerdWallet has raised $159.3M over 8 rounds.

NerdWallet's latest funding round was a IPO for $130.5M on November 4, 2021.

NerdWallet's latest post-money valuation is from November 2021.

Sign up for a free demo to see NerdWallet's valuations in November 2021 and more.

NerdWallet's 2021 revenue was $379.6M. NerdWallet's most recent revenue is from 2020.

Sign up for a free demo to see revenue data from 2020 and more.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

11/4/2021

IPO

$130.5M

$XXM

$X.XXB

((X.XXx))

FY XXXX

4

5/21/2021

Secondary Market - II

$XXM

$379.6M

FY 2021

0

12/1/2020

Unattributed VC

$XXM

$XXM

$X.XXB

((X.XXx))

FY XXXX

10

1/1/2017

Secondary Market

$XXM

0

FY undefined

0

10/21/2015

Growth Equity - II

$XXM

$XXM

0

FY undefined

10

Date

11/4/2021

5/21/2021

12/1/2020

1/1/2017

10/21/2015

Round

IPO

Secondary Market - II

Unattributed VC

Secondary Market

Growth Equity - II

Amount

$130.5M

$XXM

$XXM

Investors

Valuation

$XXM

$XXM

$XXM

$XXM

$XXM

Revenue

$X.XXB

((X.XXx))

FY XXXX

$379.6M

FY 2021

$X.XXB

((X.XXx))

FY XXXX

0

FY undefined

0

FY undefined

Sources

4

0

10

0

10

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NerdWallet Deal Terms

2 Deal Terms

NerdWallet's deal structure is available for 2 funding rounds, including their IPO from November 04, 2021.

Round

IPO

Series A

Funding Date

$XXM

$XXM

Pre-Money Valuation

$XXM

$XXM

Post-Money Valuation

$XXM

$XXM

Amount Raised

$XXM

$XXM

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$XXM

$XXM

Board Voting

$XXM

$XXM

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

IPO

$XXM

$XXM

$XXM

$XXM

$XXM

$XXM

Series A

$XXM

$XXM

$XXM

$XXM

$XXM

$XXM

NerdWallet Investors

11 Investors

NerdWallet has 11 investors. ESO Fund invested in NerdWallet's Secondary Market - II funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

1/1/2017

5/21/2021

2
Secondary Market, Secondary Market - II (2021)

Debt & Specialty Finance

California

5/11/2015

12/1/2020

2
Series A, Unattributed VC (2020)

Venture Capital

New York

5/11/2015

12/1/2020

Institutional Venture Partners
2
Series A, Unattributed VC (2020)

Venture Capital

California

00/00/0000

00/00/0000

Valor Ventures

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Venture Capital

Georgia

00/00/0000

00/00/0000

Camelot Financial Capital Management

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Advisory

Connecticut

First funding

1/1/2017

5/11/2015

5/11/2015

00/00/0000

00/00/0000

Last Funding

5/21/2021

12/1/2020

12/1/2020

00/00/0000

00/00/0000

Investor

Institutional Venture Partners

Valor Ventures

Camelot Financial Capital Management

Rounds

2
Secondary Market, Secondary Market - II (2021)
2
Series A, Unattributed VC (2020)
2
Series A, Unattributed VC (2020)

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Board Seats

Type

Debt & Specialty Finance

Venture Capital

Venture Capital

Venture Capital

Advisory

Location

California

New York

California

Georgia

Connecticut

NerdWallet Acquisitions

6 Acquisitions

NerdWallet acquired 6 companies. Their latest acquisition was NerdWallet Wealth Partners on June 17, 2025.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/17/2025

NerdWallet Wealth Partners

$XXM

Acquired

3

10/31/2024

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$XXM

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10

6/23/2022

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$XXM

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10

10/30/2020

Debt

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$XXM

$XXM

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10

8/27/2020

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$XXM

Subscribe to see more

10

Date

6/17/2025

10/31/2024

6/23/2022

10/30/2020

8/27/2020

Investment Stage

Debt

Companies

NerdWallet Wealth Partners

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Subscribe to see more

Subscribe to see more

Valuation

$XXM

$XXM

$XXM

$XXM

$XXM

Total Funding

$XXM

Note

Acquired

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Sources

3

10

10

10

10

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