Verticals / Payments, wealth & financial services / Asset & wealth management
Asset & wealth management
68
Companies
with a public disclosure
24
Gave a number
a disclosed NPS
78
Median latest NPS
last 3 years
57
Silent
known companies, nothing published
Lighthouse companies
XP Inc.
Asset & wealth management · xpinc.com
66NPS · 2026
20252026
GRR 70% · 2026
“XP reported a Net Promoter Score of 66 points in Q2 2026, reflecting recovery toward historical levels.”
Latest: fool.com

LPL Financial
Asset & wealth management · lpl.com
70NPS · 2026
“LPL earned a Net Promoter Score (NPS) of 70, 25 points higher than the No. 2 firm”
Latest: investor.lpl.com

Charles Schwab
Asset & wealth management · schwab.com
70NPS · 2026
“Charles Schwab received the highest client Net Promoter Score of 70 in the 2026 equity compensation benchmarking study.”
Latest: finance.yahoo.com
Aberdeen
Asset & wealth management · aberdeenstandard.com
53NPS · 2026
20262026
“Aberdeen Group Plc's Adviser arm reported a Net Promoter Score of +53 with high client satisfaction and faster onboarding.”
Latest: tipranks.com
Edison Partners
Asset & wealth management · edisonpartners.com
77NPS · 2026
20262026
“Edison Partners' Net Promoter Score of 77 is more than double the financial services industry average of 34.”
Latest: streetinsider.com
WFG
Asset & wealth management · wfg.com
95NPS · 2026
20262026
“WFG National Title Insurance Co. closed Q2 2026 with a Net Promoter Score of 95 and a 4.9-star customer rating.”
Latest: thetitlereport.com
Macquarie Technology
Asset & wealth management · macquarie.com
86NPS · 2026
20262026
“Macquarie Technology Group disclosed a Net Promoter Score of +86 in its FY26 annual filing.”
Latest: kalkine.com.au
Westwood
Asset & wealth management · viviennewestwood.com
92NPS · 2026
“Westwood, a leader in home insurance working with dozens of top builders, posted a 2025 Net Promoter Score of 92.”
Latest: builderonline.com
Jackson Financial Inc.
Asset & wealth management · jacksonfin.com
46NPS · 2026
“As a result, we have strong brand recognition with distributors and advisors, as demonstrated by the +46 Net Promoter Score (“NPS”) for our annuities, compared to an indu…”
Latest: SEC 10-K annual report
OnePoint BFG
Asset & wealth management · onepointbfg.com
84NPS · 2026
“OnePoint BFG Wealth Partners reported Net Promoter Score of 84 and 97% Client Satisfaction amid 60% AUM growth.”
Latest: businesswire.com
Moneybox
Asset & wealth management · moneyboxapp.com
80NPS · 2026
“Moneybox maintained a net promoter score of 80.2 as it recorded third consecutive year of profitability with £115m revenue.”
Latest: theintermediary.co.uk
Wellington-Altus Financial Inc.
Asset & wealth management · wellington-altus.com
96NPS · 2026
“Wellington-Altus Financial Inc., which surpassed $50B in AUA, maintained an unmatched net promoter score of 95.6.”
Latest: newswire.ca
More companies
Number of entries in brackets.
HUB244360 One WAM3AlTi Global, Inc.2Clear Street Group Inc.2Dave2FMG Suite2Pluxee2State Street2Triumph Financial2Ameriprise Financial1Ascensus1Asset Advantage1Australian Ethical1Blue Owl Technology Finance Corp.1BrightPlan1Carson Group1Cohen & Steers1CoinShares1DLL1Emirati1Empower1Federated Hermes, Inc.1Forum Ventures1Franklin Resources, Inc.1GQG Partners1Gen II1H.I.G. Capital1Janashakthi Finance1Kae Capital1Keystone Global Financial Group1L&T Finance1Lombard Odier1Nordnet AB1Nuvama1On Tap1Perth Mint1Pinnacle Equipment Finance1Provident Trust Group1RM (Relationship Managers, Singapore)1Rice Park Capital1Riskalyze1SLR Investment Corp.1Silvercrest Asset Management Group Inc.1Spark Capital PWM1St. James's Place1StepStone Group Inc.1The Bank of New York Mellon Corporation1VZ Holding1Valmark Financial Group1Van Lanschot Kempen1Verdane1Wealthfront Corp1Weatherbys1Zoe Financial1abrdn1aequum1
Silent
Companies we know of in asset & wealth management that have published nothing on NPS or retention.
Fortune 500 #72
Fortune 500 #132
Fortune 500 #145
Fortune 500 #259
Fortune 500 #289
Fortune 500 #373
Fortune 500 #401
AM
Mortgage REIT
Mortgage REIT
Mortgage REIT
Asset Management
Financial Services
Mortgage REIT
Commercial Real Estate Finance
Alternative Asset Management
Commercial Real Estate Finance
Asset Management
Asset Management
Financial Services
Financial Services
Investment Holding Company
Asset Management
Mortgage REIT
Mortgage REIT
Employee Benefits Services
EF
Mortgage REIT
Shareholder Services
Investment Company
Investment Company
Business Development Company
Investment Company
Wealth Management
Business Development Company
Business Development Company
Wealth Management Software
Financial Services
LA
Asset-Backed Securities
Business Development Company
Business Development Company
Asset Management
Mortgage REIT
PT
Asset-Backed Securities
Investment Company
Investment Company
Financial Services
Mortgage REIT
ST
Asset-Backed Securities
ST
Asset-Backed Securities

Asset-Backed Securities
Investment Company
Wealth Management
Investment Company
Investment Company
Venture Capital Fund
Mortgage REIT
Private Equity
Financial Services
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.