NPS Intelligence (beta)

Disclosed NPS & retention by vertical

96
Latest disclosed NPS
3 Jun 2026
4
NPS entries
4 with a number
2020–26
Years covered
4 entries in all

In their words

“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 · NI-F5B51BD
“Wellington-Altus maintained a perfect and unmatched Net Promoter Score of 100 while earning Canada's Top-Rated Investment Dealer award for the fifth consecutive year.”
— reported by finance.yahoo.com · 6 Jun 2024 · NI-E32F5D9
“Wellington-Altus continues to be the only investment advisory firm to achieve Net Promoter Score of 100, reflecting high advisor engagement.”
— reported by newswire.ca · 17 May 2021 · NI-19F8BDE

Disclosed NPS over time

Every Net Promoter Score Wellington-Altus has published, by date.

809010011020202021202410010010096

NPS disclosures (4)

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3 Jun 2026
NPS96

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 · NI-F5B51BD
newswire.ca ↗
6 Jun 2024
NPS100

Wellington-Altus maintained a perfect and unmatched Net Promoter Score of 100 while earning Canada's Top-Rated Investment Dealer award for the fifth consecutive year.

— reported by finance.yahoo.com · 6 Jun 2024 · NI-E32F5D9
finance.yahoo.com ↗
17 May 2021
NPS100

Wellington-Altus continues to be the only investment advisory firm to achieve Net Promoter Score of 100, reflecting high advisor engagement.

— reported by newswire.ca · 17 May 2021 · NI-19F8BDE
newswire.ca ↗
2 May 2020
NPS100

Wellington-Altus rated best investment advisory firm in Canada, being the only firm to achieve a net promoter score of 100.

— reported by finance.yahoo.com · 2 May 2020 · NI-67A7502
finance.yahoo.com ↗

Retention disclosures (0)

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No retention figures yet.

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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.