Corporate social responsibility at NerdWallet
We envision a world where everyone makes financial decisions with confidence. See how we’re making that vision a reality through 5ToThrive and The Financial Equity Pledge.
Corporate social responsibility at NerdWallet
We envision a world where everyone makes financial decisions with confidence. See how we’re making that vision a reality through 5ToThrive and The Financial Equity Pledge.
Corporate social responsibility at NerdWallet
We envision a world where everyone makes financial decisions with confidence. See how we’re making that vision a reality through 5ToThrive and The Financial Equity Pledge.
For individuals looking to become more financially secure
For companies looking to make a positive impact through investing
For individuals looking to become more financially secure
For companies looking to make a positive impact through investing
For individuals looking to become more financially secure
For companies looking to make a positive impact through investing
Introducing 5toThrive, our new financial education series
Introducing 5toThrive, our new financial education series
Introducing 5toThrive, our new financial education series
Making smart financial decisions is tough — especially when most financial courses don’t offer relevant, actionable guidance. Enter 5toThrive: our free, self-guided series designed to close the gap between financial intention and financial action.
With 5toThrive, you’ll discover five positive behaviors you can start practicing today that will help you achieve long-term financial security, confidence, and stability. And in the short term? You’ll learn how to build your credit score, get out of debt, grow your savings, and more.
Making smart financial decisions is tough — especially when most financial courses don’t offer relevant, actionable guidance. Enter 5toThrive: our free, self-guided series designed to close the gap between financial intention and financial action.
With 5toThrive, you’ll discover five positive behaviors you can start practicing today that will help you achieve long-term financial security, confidence, and stability. And in the short term? You’ll learn how to build your credit score, get out of debt, grow your savings, and more.
Making smart financial decisions is tough — especially when most financial courses don’t offer relevant, actionable guidance. Enter 5toThrive: our free, self-guided series designed to close the gap between financial intention and financial action.
With 5toThrive, you’ll discover five positive behaviors you can start practicing today that will help you achieve long-term financial security, confidence, and stability. And in the short term? You’ll learn how to build your credit score, get out of debt, grow your savings, and more.
The 5toThrive curriculum is organized into five steps, each with its own articles, videos, quizzes, and more.
Get familiar with the basics of personal finance, like what goes into a good credit score and how to read your credit report.
Learn how to choose the right budget for you and how to track your monthly expenses, and get tools for paying off debt.
Now that you’ve got the fundamentals down, check out these strategies for lowering your bills and growing your savings.
Determine your financial goals, and start making them a reality with our introduction to investing and financial planning.
Get tips on how to make your new money habits stick — so that you can achieve long-term financial stability.
The 5toThrive curriculum is organized into five steps, each with its own articles, videos, quizzes, and more.
Get familiar with the basics of personal finance, like what goes into a good credit score and how to read your credit report.
Learn how to choose the right budget for you and how to track your monthly expenses, and get tools for paying off debt.
Now that you’ve got the fundamentals down, check out these strategies for lowering your bills and growing your savings.
Determine your financial goals, and start making them a reality with our introduction to investing and financial planning.
Get tips on how to make your new money habits stick — so that you can achieve long-term financial stability.
The Financial Equity Pledge
The Financial Equity Pledge
The Financial Equity Pledge
In the United States, approximately 63 million adults are unbanked or underbanked, with Black and Hispanic individuals comprising nearly 60% of this population.* This prevents many people from achieving greater financial equity — but we’re committed to changing that.
That’s why NerdWallet has joined forces with Inclusiv to create The Financial Equity Pledge: an effort to increase investment in community development credit unions (CDCUs). CDCUs provide low- and moderate-income communities with safe and secure financial products and services — like fair loans, savings accounts, and financial counseling.
When your company deposits money into a CDCU, you not only earn interest on your investment — you help close the financial gap in underserved communities and build a more equitable financial future for all.
In the United States, approximately 63 million adults are unbanked or underbanked, with Black and Hispanic individuals comprising nearly 60% of this population.* This prevents many people from achieving greater financial equity — but we’re committed to changing that.
That’s why NerdWallet has joined forces with Inclusiv to create The Financial Equity Pledge: an effort to increase investment in community development credit unions (CDCUs). CDCUs provide low- and moderate-income communities with safe and secure financial products and services — like fair loans, savings accounts, and financial counseling.
When your company deposits money into a CDCU, you not only earn interest on your investment — you help close the financial gap in underserved communities and build a more equitable financial future for all.
In the United States, approximately 63 million adults are unbanked or underbanked, with Black and Hispanic individuals comprising nearly 60% of this population.* This prevents many people from achieving greater financial equity — but we’re committed to changing that.
That’s why NerdWallet has joined forces with Inclusiv to create The Financial Equity Pledge: an effort to increase investment in community development credit unions (CDCUs). CDCUs provide low- and moderate-income communities with safe and secure financial products and services — like fair loans, savings accounts, and financial counseling.
When your company deposits money into a CDCU, you not only earn interest on your investment — you help close the financial gap in underserved communities and build a more equitable financial future for all.
Check out this webinar clip.
In 2024, NerdWallet pledged $100,000 to the Juntos Avanzamos (“Together We Advance”) fund. Juntos Avanzamos is a designation held by 137 credit unions with a total of 11.6 million members, all dedicated to serving Hispanic and immigrant communities, and helping the members of these communities navigate the U.S. financial system.
Divided between 3 CDCUs, NerdWallet’s $150,000 grant to Inclusiv’s Bay Area Economic Impact Fund in 2021 helped 318 business owners in the Bay Area obtain $43.1M in PPP relief through loan forgiveness. In addition, 405 Bay Area residents received relief in the form of loan forbearance, loan forgiveness, and affordable small-dollar loans totaling almost $10.9M.
NerdWallet’s deposit of $2 million in Self Help Credit Union created $16 million in community impact. Serving more than 89,000 members across 39 branches, Self Help Credit Union is on a mission to create and protect economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.
In 2022 and 2023, NerdWallet’s $325,000 grant to Inclusiv’s Racial Equity Fund was distributed to 22 Minority Deposit Institution (MDI) credit unions and “cooperativas.” Expanding Inclusiv’s technical assistance services helps ensure that MDI credit unions have the support necessary to serve almost 20,000 members and hold over $110M in Total Assets.
In 2024, NerdWallet pledged $100,000 to the Juntos Avanzamos (“Together We Advance”) fund. Juntos Avanzamos is a designation held by 137 credit unions with a total of 11.6 million members, all dedicated to serving Hispanic and immigrant communities, and helping the members of these communities navigate the U.S. financial system.
Divided between 3 CDCUs, NerdWallet’s $150,000 grant to Inclusiv’s Bay Area Economic Impact Fund in 2021 helped 318 business owners in the Bay Area obtain $43.1M in PPP relief through loan forgiveness. In addition, 405 Bay Area residents received relief in the form of loan forbearance, loan forgiveness, and affordable small-dollar loans totaling almost $10.9M.
NerdWallet’s deposit of $2 million in Self Help Credit Union created $16 million in community impact. Serving more than 89,000 members across 39 branches, Self Help Credit Union is on a mission to create and protect economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.
In 2022 and 2023, NerdWallet’s $325,000 grant to Inclusiv’s Racial Equity Fund was distributed to 22 Minority Deposit Institution (MDI) credit unions and “cooperativas.” Expanding Inclusiv’s technical assistance services helps ensure that MDI credit unions have the support necessary to serve almost 20,000 members and hold over $110M in Total Assets.
We may have started The Financial Equity Pledge, but we're not alone. Join these partners who are committed to making a difference in financial equality.
We may have started The Financial Equity Pledge, but we're not alone. Join these partners who are committed to making a difference in financial equality.
We may have started The Financial Equity Pledge, but we're not alone. Join these partners who are committed to making a difference in financial equality.
Ask your leadership team to consider joining The Financial Equity Pledge.
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Ask your leadership team to consider joining The Financial Equity Pledge.
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Ask your leadership team to consider joining The Financial Equity Pledge.
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Have questions about NerdWallet’s corporate social responsibility efforts? Reach out to us at [email protected].
Have questions about NerdWallet’s corporate social responsibility efforts? Reach out to us at [email protected].
*Source: 2021 FDIC National Survey of Unbanked and Underbanked Households
