NerdWallet (NRDS) Proxy filing summary

Executive summary

• Expanded hands-on services in 2025, including wealth management and debt consolidation, and completed strategic acquisitions in mortgage, investment advisory, and student loan sectors.

• Maintained a remote-first, inclusive culture with over 650 employees, emphasizing diversity, pay fairness, and employee engagement.

• Recognized for workplace excellence, including awards from Fortune and People Companies that Care.

Voting matters and shareholder proposals

• Stockholders will vote to elect four directors to serve until the 2027 annual meeting and to ratify Deloitte & Touche LLP as the independent auditor for 2026.

• Board recommends voting FOR all director nominees and FOR auditor ratification.

Board of directors and corporate governance

• Board consists of five members, with four nominees (three independent) up for election; Tim Chen serves as CEO and Chairman.

• Board committees include Audit and Compensation, both composed solely of independent directors.

• Annual self-evaluations, director onboarding, and continuing education are in place.

• Controlled company status due to majority voting power held by CEO and affiliated trusts.