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NPS Intelligence (beta)

Disclosed NPS & retention by vertical

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
XP7 NPS disclosures
66NPS · 2026
20252026
GRR 70% · 2026
“XP reported a Net Promoter Score of 66 points in Q2 2026, reflecting recovery toward historical levels.”
— reported by fool.com · 25 Aug 2026
Latest: fool.com
LPL Financial
Asset & wealth management · lpl.com
Fortune 500 #247LPLA
70NPS · 2026
“LPL earned a Net Promoter Score (NPS) of 70, 25 points higher than the No. 2 firm”
— reported by investor.lpl.com · 12 Apr 2026
Latest: investor.lpl.com
Charles Schwab
Asset & wealth management · schwab.com
Fortune 500 #154SCHW
70NPS · 2026
“Charles Schwab received the highest client Net Promoter Score of 70 in the 2026 equity compensation benchmarking study.”
— reported by finance.yahoo.com · 30 Sep 2026
Latest: finance.yahoo.com
Aberdeen
Asset & wealth management · aberdeenstandard.com
3 NPS disclosures
53NPS · 2026
20262026
“Aberdeen Group Plc's Adviser arm reported a Net Promoter Score of +53 with high client satisfaction and faster onboarding.”
— reported by tipranks.com · 31 Jul 2026
Latest: tipranks.com
Edison Partners
Asset & wealth management · edisonpartners.com
3 NPS disclosures
77NPS · 2026
20262026
“Edison Partners' Net Promoter Score of 77 is more than double the financial services industry average of 34.”
— reported by streetinsider.com · 27 Oct 2026
Latest: streetinsider.com
WFG
Asset & wealth management · wfg.com
3 NPS disclosures
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.”
— reported by thetitlereport.com · 6 Aug 2026
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.”
— reported by kalkine.com.au · 23 Oct 2026
Latest: kalkine.com.au
Westwood
Asset & wealth management · viviennewestwood.com
WHG
92NPS · 2026
“Westwood, a leader in home insurance working with dozens of top builders, posted a 2025 Net Promoter Score of 92.”
— reported by builderonline.com · 28 Feb 2026
Latest: builderonline.com
Jackson Financial Inc.
Asset & wealth management · jacksonfin.com
JXN
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…”
— Jackson Financial Inc. · SEC 10-K annual report · filed 24 Feb 2026
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.”
— reported by businesswire.com · 3 Mar 2026
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.”
— reported by theintermediary.co.uk · 27 May 2026
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.”
— reported by newswire.ca · 3 Jun 2026
Latest: newswire.ca

More companies

Number of entries in brackets.

Silent

Companies we know of in asset & wealth management that have published nothing on NPS or retention.

Fortune 500 #72
Fortune 500 #145
Fortune 500 #259
Fortune 500 #289
Fortune 500 #373
Fortune 500 #401
Financial Services
Commercial Real Estate Finance
Alternative Asset Management
Commercial Real Estate Finance
Asset Management
Financial Services
Financial Services
Investment Holding Company
Mortgage REIT
Employee Benefits Services
Shareholder Services
Investment Company
Investment Company
Business Development Company
Investment Company
Wealth Management
Business Development Company
Business Development Company
Wealth Management Software
Financial Services
Asset-Backed Securities
Business Development Company
Business Development Company
Asset Management
Asset-Backed Securities
Financial Services
Mortgage REIT
Asset-Backed Securities
Asset-Backed Securities
Asset-Backed Securities
Investment Company
Wealth Management
Investment Company
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.