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NPS Intelligence (beta)

Disclosed NPS & retention by vertical

Verticals  /  Payments, wealth & financial services  /  Morningstar, Inc.
48
Latest disclosed NPS
12 Feb 2026
2
NPS entries
2 with a number
2025–26
Years covered
2 entries in all

In their words

“Ieve PitchBook’s breadth and depth of firmographic and private-market information—including data drawn from proprietary sources such as primary surveys, league tables, Freedom of Information Act (FOIA) responses, and journalist-curated loan data—position us to meet this demand. We also benefit from strong customer engagement, underscored by a 2025 net promoter score of 48.”
— Morningstar, Inc. · SEC 8-K filing · filed 12 Feb 2026 · NI-7B1B0DC
“12. What are the incentives for PitchBook’s sales force to drive incremental new business wins, grow customer count, incremental seats/usage, and drive higher NPS scores? How has the PitchBook go-to-market sales engine changed if at all?”
— Morningstar, Inc. · SEC 8-K filing · filed 5 Nov 2025 · NI-A77C0D6

Disclosed NPS over time

Every Net Promoter Score Morningstar, Inc. has published, by date.

4747.54848.54949.5502026NPS 49 · 5 Nov 202549NPS 48 · 12 Feb 202648
4747.54848.54949.5502026NPS 49 · 5 Nov 202549NPS 48 · 12 Feb 202648

NPS disclosures (2)

Search the database →

12 Feb 2026
NPS48

…ieve PitchBook’s breadth and depth of firmographic and private-market information—including data drawn from proprietary sources such as primary surveys, league tables, Freedom of Information Act (FOIA) responses, and journalist-curated loan data—position us to meet this demand. We also benefit from strong customer engagement, underscored by a 2025 net promoter score of 48.

— Morningstar, Inc. · SEC 8-K filing · filed 12 Feb 2026 · NI-7B1B0DC
SEC 8-K filing ↗
5 Nov 2025
NPS49

12. What are the incentives for PitchBook’s sales force to drive incremental new business wins, grow customer count, incremental seats/usage, and drive higher NPS scores? How has the PitchBook go-to-market sales engine changed if at all?

— Morningstar, Inc. · SEC 8-K filing · filed 5 Nov 2025 · NI-A77C0D6
SEC 8-K filing ↗

Retention disclosures (0)

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About these figures

Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.

NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.