Westwood Holdings Group Inc
In their words
“Client events and targeted engagement efforts contributed to keep client retention at 97%”
“Our client retention rate remains above 95% as the group experienced inflows of $67 million offset by outflows of $132 million”
“Our client retention rate in the wealth business is 96%”
NPS disclosures (1)
Westwood, a leader in home insurance working with dozens of top builders, posted a 2025 Net Promoter Score of 92.
Retention disclosures (15)
Retention rate (Wealth Management): 97% (Q1 2024) — “Client events and targeted engagement efforts contributed to keep client retention at 97%”
Retention rate (Wealth Management): 95% (Q2 2023) — “Our client retention rate remains above 95% as the group experienced inflows of $67 million offset by outflows of $132 million”
Retention rate (Wealth Management): 96% (Q2 2022) — “our client retention rate in the wealth business is 96%”
Retention rate (Wealth Management): 97% (Q2 2022 year-to-date) — “Our client retention year-to-date is running close to 97%”
Retention rate (Wealth Management): 96% (2020) — “Strong client retention of over 96% last year was driven by our great financial advisers”
Retention rate (Wealth Management): 96% (2019) — “Client retention was high at 96% and in total, our wealth management group had over $400 million”
Retention rate (Wealth Management): 97% (Q3 2019) — “Client retention remains high at over 97% and our Houston group again posted strong new business flows”
Retention rate (Wealth Management): 98% (H1 2019) — “Client retention remained at 98%, while our Houston group posted new business flows, up 156%”
Retention rate (Dallas Private Wealth): 99% (Q1 2019) — “Dallas Private Wealth business has also started the year off well with positive net inflows and also posted a 99% client retention rate”
Retention rate (Houston Private Wealth): 96% (2018) — “They also did a great job of client service by increasing the client retention rate to 96%”
Retention rate (Institutional): 95% (2017) — “we're pleased to report a 95% client retention rate in 2017 and I'd like to take a minute to thank all our client service”
Retention rate (Westwood Trust): 95% (2016) — “We achieved 94% institutional client retention and 95% retention of our Westwood Trust client”
Retention rate (Institutional): 94% (2016) — “We achieved 94% institutional client retention and 95% retention of our Westwood Trust client”
Retention rate (Sub-Advisory): 100% (2016) — “we were able to retain 100% of our sub advisory client base”
Retention rate: 95% (Q2 2016) — “our year-to-date client retention rate remains above 95%”
Lighthouse companies in Payments, wealth & 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.