Verticals / Payments, wealth & financial services
Payments, wealth & financial services
Payments, cards, fintech, asset and wealth management, brokers and lenders. The companies below lead this vertical in what they say publicly about customer experience: how they score, how often they report it and what they disclose about retention.
192
Companies
with a public NPS or retention disclosure
195
NPS disclosures
69 companies gave a number
75
Median disclosed NPS
last 3 years · 114 scores
92
Report retention
NRR, GRR, retention rate, churn or renewal
Sub-verticals
Companies with a disclosure, by sub-vertical.
Lighthouse companies
Ranked on disclosed NPS (how often and how recently), Fortune 500 and listed status, and retention reporting. Click a card for every disclosure and its source.
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
Visa
Payments & cards · visa.com
76NPS · 2026
20252026
“Visa maintained a Net Promoter Score of 76 for the third consecutive year, with customers valuing its global network, reliability, and innovation.”
Latest: insidermonkey.com
OppFi Inc.
Consumer finance · oppfi.com
71NPS · 2026
20252026
“Mission-driven Platform Significant Economic Scale Strong Fundamentals and Balance Sheet Providing best-in-class products and customer service with a 71 NPS Score1 Profit…”
Latest: SEC 8-K filing
Katapult Holdings, Inc.
Fintech & lending · katapultgroup.com
46NPS · 2026
20252026
“We offer hardship programs, flexible repayment options and fair terms to meet the needs of customers throughout the United States. Our net promoter score (“NPS”) and our …”
Latest: SEC S-4 merger filing
Onity Group Inc.
Fintech & lending · onitygroup.com
70NPS · 2026
20262026
“Onity Group Inc. reported a Net Promoter Score of 70 on its earnings call while balancing growth initiatives.”
Latest: tipranks.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
PayPal
Payments & cards · paypal.com
80NPS · 2025
“This puts us on track to process close to $40 billion in BNPL TPV in 2025. Monthly active accounts climbed 21%, and our net promoter score globally is 80. People love thi…”
Latest: Earnings call, Q3 2025
Square
Payments & cards · square.com
48NPS · 2025
“Square's Net Promoter Score of 48 in 2025 significantly surpasses PayPal's 31, demonstrating strong merchant loyalty and competitive advantage.”
Latest: bitget.com
Regional Management Corp.
Consumer finance · regionalmanagement.com
58NPS · 2026
20252026
“King/market-research/fico-score-credit-insights-fall-2025-edition Auto Loans (36%) Student Loans (28%) Credit Cards (25%) Other (9%) Personal Lending (2%) Serving Our Cus…”
Latest: SEC 8-K filing
Alkami Technology, Inc.
Fintech & lending · alkami.com
58NPS · 2026
NRR 115% · 2026Retention 97.5% · 2026Churn 2.5% · 2026
“Alkami reports organizational NPS of 58, up from 42.3.”
Latest: stocktitan.net
White space
22 of 35 Fortune 500 companies in payments, wealth & financial services (63%) have never said publicly that they measure NPS: not in news coverage, SEC filings or earnings calls.
FM
Fortune 500 #26
StoneX Group
Fortune 500 #31
FM
Fortune 500 #32
GS
Goldman Sachs Group
Fortune 500 #35
Morgan Stanley
Fortune 500 #38
Reports retentionGD
Fortune 500 #72
Mastercard
Fortune 500 #130
Reports retentionAG
Apollo Global Management
Fortune 500 #132
K
KKR
Fortune 500 #145
BlackRock
Fortune 500 #179
Fiserv
Fortune 500 #204
Ameriprise Financial
Fortune 500 #218
Reports retentionBH
Fortune 500 #259
Raymond James Financial
Fortune 500 #264
Reports retentionB
Blackstone
Fortune 500 #289
Intercontinental Exchange
Fortune 500 #324
Reports retentionG
Fortune 500 #373
IB
Interactive Brokers Group
Fortune 500 #385
Global Payments
Fortune 500 #390
IE
Fortune 500 #401
Franklin Resources
Fortune 500 #426
Reports retention
Nasdaq
Fortune 500 #443
Reports retentionChecked against every news item, SEC filing and earnings call in the database. "Reports retention" means the company publishes a retention or churn figure but no NPS.
Latest NPS disclosures
2026-10-28
71
Mission-driven Platform Significant Economic Scale Strong Fundamentals and Balance Sheet Providing best-in-class products and customer service with a 71 NPS Score1 Profitable Across Business Cycles Large Addressable Market Facilitated more than $9.6 billion in gross loan issuance covering over 5.1 million loans, since… SEC 8-K filing ↗
2026-10-28
—
HUB24 platform retained the highest net promoter score among peers and demonstrated strong quarterly and annual net inflows. fool.com.au ↗
2026-10-27
77
aequum announces a Net Promoter Score of 77 among plan participants, reflecting exceptional member advocacy and successful claims resolution. streetinsider.com ↗
2026-10-27
77
Edison Partners' Net Promoter Score of 77 is more than double the financial services industry average of 34. streetinsider.com ↗
2026-10-27
95
Brite Payments CEO cites 95% customer satisfaction score backed by 99% network uptime. electronicpaymentsinternational.com ↗
2026-10-26
88
Kae Capital reports a founder Net Promoter Score of 88%, tracking this metric across its portfolio as a performance measure. m.economictimes.com ↗
2026-10-24
90
Walmart Business customers reported 90% customer satisfaction score with TreviPay's Pay By Invoice programme. thepaypers.com ↗
2026-10-24
65
WazirX founder reports customer satisfaction score for support interactions was in the mid-60 percent range following cyberattack recovery. m.rediff.com ↗
2026-10-23
86
finmid partnership with Teya has financed over 500 merchants with an achieved Net Promoter Score of 86. openbankingexpo.com ↗
2026-10-23
81
Wisr lifted profit outlook 40% with broker Net Promoter Score of +81, as vehicle loan originations topped $253.8m in the September quarter. mpamag.com ↗
2026-10-23
31
Singapore Relationship Managers' NPS rose from +19 in 2022 to +31, reflecting improved client satisfaction among high-net-worth clients. manilatimes.net ↗
More companies in Payments, wealth & financial services
Number of entries in brackets.
DLocal Limited15MSCI Inc.12FactSet9BitFuFu8Webull7Nasdaq6IG Group5Macquarie Technology5Mercado Pago5Apollo Strategic Growth Capital4Flywire Corporation4HUB244Moody's4360 One WAM3Broadridge3Edison Partners3Fisent Technologies3ITG, Inc.3LendingClub3MarketWise3McMillan Shakespeare3Riskified3Treasure Global3Verafin3WFG3Wisr3Adyen2AlTi Global, Inc.2BREAD FINANCIAL HOLDINGS, INC.2Circles2Clear Street Group Inc.2Corpay2Dave2FIS2FMG Suite2Fidelity Investments2Freedom Investments2Futu2Growers Edge2Kaspi2Kissht2Klarna Group plc2Lendbuzz Inc.2Loan Market2Lumin Digital2Marqeta2Morningstar, Inc.2OPAY Ltd2OnePoint BFG2Paymenow2Pluxee2Revolut2SoFi2State Street2Triumph Financial2Upstart2Wilmington2Wise2Zip2Zopa2
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.