San Francisco, 94105, CA,
United States
NerdWallet Technographics
NerdWallet Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by NerdWallet and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 730 NerdWallet employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that NerdWallet has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Greenhouse ATS for Applicant Tracking System in 2018, Amazon SageMaker for ML and Data Science Platforms in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems NerdWallet is running and its propensity to invest more and deepen its relationship with Intuit , Oracle , Greenhouse or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing NerdWallet revenues, which have grown to $599.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for NerdWallet intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
NerdWallet Tech Stack and Enterprise Applications
NerdWallet ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, NerdWallet deployed Intuit QuickBooks Enterprise as its ERP Financial platform. The implementation centralized transactional accounting and financial reporting to support finance and accounting operations within the company.
The Intuit QuickBooks Enterprise configuration emphasized core financial modules common to ERP Financial solutions, including general ledger, accounts payable, accounts receivable, fixed asset tracking, and standardized financial reporting templates. Role based access controls and approval workflows were implemented to support month end close discipline and routine journal posting, and reporting structures were aligned to a consolidated chart of accounts.
Operational coverage focused on finance and accounting functions, with data export and analysis workflows that leveraged Microsoft Excel for ad hoc reconciliations and management reporting, reflecting existing staff proficiency in QuickBooks and Excel. Data import and export processes were established to streamline statement reconciliation and transactional uploads.
Governance changes included formalizing month end close procedures, defining segregation of duties and approval matrices within Intuit QuickBooks Enterprise, and training programs to ensure consistent use of the ERP Financial application across the finance organization.
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ERP Financial | ERP |
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2014 | 2015 |
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NerdWallet HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2018 | 2018 |
In 2018, NerdWallet implemented Greenhouse ATS. Greenhouse ATS is deployed on NerdWallet's public website to capture applicant submissions and to manage recruiting activities, serving as their Applicant Tracking System for Talent Acquisition and recruiting functions.
The implementation leverages core Applicant Tracking System capabilities such as job requisition publishing, candidate application capture, candidate pipeline stage configuration, interview orchestration with scorecards, and offer tracking. Configuration centers on web-embedded application forms and recruitment workflow automation to route candidates to recruiters and hiring managers and to maintain centralized candidate records.
Greenhouse ATS is integrated with the company careers site to surface open roles and to collect applications directly from the website, centralizing applicant activity and enabling end to end candidate lifecycle management. Operational coverage is focused on recruiting and HR teams, supporting sourcing, screening, interview coordination, and offer workflows across hiring stakeholders.
Governance for the Greenhouse ATS deployment includes structured hiring workflows, defined recruiter and hiring manager roles, and standardized interview scorecard processes to drive consistent evaluation and decisioning across hiring teams. The implementation emphasizes system-driven candidate routing and workflow enforcement within NerdWallet's Talent Acquisition function.
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NerdWallet AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SageMaker | ML and Data Science Platforms | AI Development | n/a | 2020 | 2020 |
In 2020, NerdWallet deployed Amazon SageMaker as its ML and Data Science Platforms solution to accelerate production machine learning for personalized financial product recommendations. NerdWallet is a personal finance company that relies on data science to connect customers with the right credit cards and other financial products, and the adoption of Amazon SageMaker was driven by a need to shorten a lengthy prototype to production cycle.
The implementation centered on using Amazon SageMaker managed training and model hosting capabilities together with TensorFlow based model development to power a recommendations platform. NerdWallet leveraged Amazon EC2 P3 instances with NVIDIA V100 Tensor Core GPUs for training workloads and reused its Amazon ECS image building pipeline to standardize environments, removing manual library installations and environment drift that previously slowed data scientists.
Operationally the deployment integrated Amazon SageMaker with existing Amazon EC2 compute and Amazon ECS pipelines, enabling data science and engineering teams to own model lifecycle activities from training to deployment. The scope of impact included data science, engineering, and product teams, and the solution was applied to recommendation and personalization workflows to forecast likelihood of product acceptance.
Governance and process changes emphasized platform ownership by data scientists, a guided path for infrastructure problems, and fewer handoffs between teams. Outcomes reported by NerdWallet include unlocking business value in two months and reducing model launch and iteration time from months to days, while also improving flexibility and performance through managed training infrastructure using Amazon SageMaker.
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NerdWallet Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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NerdWallet Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2011 | 2011 |
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NerdWallet Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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NerdWallet eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce Fraud Protection | eCommerce |
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2021 | 2021 |
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NerdWallet CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2014 | 2014 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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NerdWallet EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Financial Consolidation and Close | EPM |
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2017 | 2017 |
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NerdWallet ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2013 | 2013 |
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IT Service Management | ITSM |
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2018 | 2018 |
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NerdWallet PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2014 | 2014 |
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NerdWallet IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2011 | 2011 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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Container Service | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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NerdWallet CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at NerdWallet
Apps Being Evaluated by NerdWallet Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||