NERDWALLET, INC.

NerdWallet, Inc. provides consumers and small and mid-sized businesses (SMBs) with financial guidance through a digital platform. This platform integrates independent editorial content, comparison tools, data-driven product marketplaces, and access to regulated financial services offered through its subsidiaries. The company's platform allows users to compare financial products, access educational resources, receive personalized insights, and connect with third-party providers across categories such as credit cards, banking, insurance, lending, investing, and wealth management. NerdWallet generates revenue primarily through referral fees, lead generation, and partner-based monetization, as well as from brokering and advisory services. The company operates in the United States, Canada, and the United Kingdom. Its platform consists of three main components: Editorial and Content Publishing, which provides financial education, tools, calculators, guides, and research under the "NerdWallet" brand; Marketplace and Referral Services, which offers tools for users to compare, pre-qualify for, or connect with third-party providers of various financial products, including services through Fundera, NerdWallet Insurance Services, NerdWallet Advisory, and NerdWallet Compare; and Financial Services, which includes brokerage and advisory services provided by its insurance agency, loan and mortgage brokerages, and investment advisory subsidiaries. NerdWallet serves millions of monthly users.