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Announced

17 Jun 2025

Completed

17 Jun 2025

NerdWallet completed the acquisition of Future You Wealth.

Synopsis

NerdWallet, an American personal finance company, completed the acquisition of Future You Wealth, a financial advisory firm that offers wealth management services. Financial terms were not disclosed.

Principals

target

Future You Wealth

bidder

NERDWALLET

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Market Context

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Seller Team (1)

ryan sterling

CEO at FUTURE YOU WEALTH

Manager

target

Deal

n/a

Total Value

Bidder Team (9)

christopher frieden

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 778 M

Total Value

ian calhoun

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 849 M

Total Value

zach newquist

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 1.02 B

Total Value

ali darvish

Associate at Alston & Bird

Lawyer

bidder

Deals

n/a

Total Value

david baum

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 753 M

Total Value

kitan ajanak

Associate at Alston & Bird

Lawyer

bidder

Deal

n/a

Total Value

nathan tyre

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 4.02 B

Total Value

brian harvel

Partner at Alston & Bird

Lawyer

bidder

104

Deals

£ 31.67 B

Total Value

brett coburn

Partner at Alston & Bird

Lawyer

bidder

120

Deals

£ 8.21 B

Total Value

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