NPS Intelligence (beta)

Disclosed NPS & retention by vertical

Verticals  /  Payments, wealth & financial services  /  Asset & wealth management

Asset & wealth management

168
Companies
with a public disclosure
63
Gave a number
a disclosed NPS
75
Median latest NPS
last 3 years
59
Silent
known companies, nothing published

Lighthouse companies

XP Inc.
Asset & wealth management · xp.com.br
XP57 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 #247LPLA3 NPS disclosures
70NPS · 2026
20102026
Retention 98.5% · 2024Churn 5% · 2025
“LPL earned a Net Promoter® Score (NPS) of 70”
— reported by investor.lpl.com · 12 Apr 2026
Latest: investor.lpl.com
Charles Schwab
Asset & wealth management · schwab.com
Fortune 500 #154SCHW4 NPS disclosures
70NPS · 2026
20182026
“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
Jackson Financial Inc.
Asset & wealth management
JXN6 NPS disclosures
46NPS · 2026
20212026
“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
Chase de Vere
Asset & wealth management · chasedevere.co.uk
6 NPS disclosures
71NPS · 2025
20202025
“Chase de Vere recorded its best-ever Net Promoter Score of 72.3 in the 12-month period ending December 31, 2021.”
— reported by ifamagazine.com · 29 Jun 2022
Latest: ifamagazine.com
State Street
Asset & wealth management · statestreet.com
Fortune 500 #191STT
17NPS · 2022
Retention 100% · 2023
“Client experience, establishing a team dedicated to understanding and improving client sentiment across the firm; achieved favorable client net promoter score (NPS) resul…”
— State Street · SEC proxy statement · filed 6 Apr 2022
Latest: SEC proxy statement
AssetMark Financial Holdings, Inc.
Asset & wealth management · assetmark.com
21 NPS disclosures
72NPS · 2024
20212024
“The quality of our offering, coupled with our deep relationships with our advisers, has consistently driven adviser satisfaction, as measured by our exceptional, record-h…”
— AssetMark Financial Holdings, Inc. · SEC 10-K annual report · filed 14 Mar 2024
Latest: SEC 10-K annual report
Aberdeen
Asset & wealth management · aberdeenstandard.com
4 NPS disclosures
53NPS · 2026
20252026
“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
Wellington-Altus
Asset & wealth management · wellington-altus.com
4 NPS disclosures
96NPS · 2026
20202026
“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
Edison Partners
Asset & wealth management · edisonpartners.com
4 NPS disclosures
75NPS · 2026
20232026
“Edison Partners earned BluWave 2026 Top PE Innovator Award with Net Promoter Score of 75, approximately double the industry average.”
— reported by businesswire.com · 5 Mar 2026
Latest: businesswire.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
Westwood Holdings Group Inc
Asset & wealth management
WHG
92NPS · 2026
Retention 97% · 2024
“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

More companies

Number of entries in brackets.

Enfusion, Inc.23Silvercrest Asset Management Group Inc.16Dave Inc./DE12AlTi Global, Inc.9HUB24; Netwealth5Lesaka Technologies, Inc.5T. Rowe Price5Advantedge Financial Services4Computershare4InterPrivate III Financial Partners Inc.4Macquarie Leasing Pty Ltd4Victory Capital Holdings4AMP3Apex Capital Corp3Cetera3FMG Suite3Highland Transcend Partners I Corp.3Invesco Ltd.3PensionBee3RetireeFirst3Sagent3TMA3The Bank of New York Mellon Corporation3Tiptree Inc.3Wealthfront Corp3360 One WAM2Australian Ethical2Clear Street Group Inc.2Convergex Inc.2DLL2Franklin Resources, Inc.2Hamilton Lane Incorporated2Hargreaves Lansdown2ICD2Kaspi2Keystone Global Financial Group2LKCS2Lufax Holding Ltd2MTF2Midas Medici Group Holdings, Inc.2NZ Funds2Noah Holdings Ltd.2OnePoint BFG2Pluxee2Primis2SEI Investments2Safeguard Scientifics, Inc.2Scripbox2St James's Place2StepStone Group Inc.2TMA Club2Van Lanschot Kempen2Waddell & Reed, Inc.2360 ONE14G Capital155ip1AIFU Inc.1ALD Merrion1Abrdn Adviser1Advantage Wealth Management1Ag Resource Management / Ameriprise brand1AgentRisk1Alpine Investors1Amaiz1American Portfolios1Ascensus1Asset Advantage1Auriga1Avantia1Axis AMC1BEN.AX1Benchmark1BlackRock, Inc.1Blue Owl Technology Finance Corp.1BrightPlan1Cannae Holdings, Inc.1Cascade Asset Management1Centime1China Rapid Finance Ltd1Cohen & Steers1CoinShares1Cred1DX Group PLC1Destiny1Domain Money1Eight Roads1Emirati1Empower1Federated Hermes, Inc.1Felicis Ventures1Fidelity1FinEdge1FinLocker1Finova1Finshape1Forum Ventures1GQG Partners1Gen H1Gen II1Harmoney Corp Limited1Hejaz Financial Services1Indiabulls Finance1Janashakthi Finance1Kotak1L&T Finance1Lombard Odier1MYS1Mitsubishi HC Capital America1Moneybox1Natixis1Nicola Wealth1Nordnet AB1Northern Trust1Nucleus1Nutmeg1Nuvama1Old Mutual1On Tap1PKO Leasing1Palmer Square Capital BDC Inc.1Parthenon1Perth Mint1Pickler Wealth1Pineapple Financial1Pinnacle Equipment Finance1Plutus1Point Nine1Provident Trust Group1QSuper1RFG (with Nitrogen)1RFG Advisory1Rice Park Capital1Richardson Wealth1Riskalyze1Russell Investments1SLR Investment Corp.1Scottish Pacific Group Ltd1Seaport Capital1Seventy2 Capital1Share1Silver Chef1SoMo1SquaredFinancial1Syntech1Triumph Financial, Inc.1VZ Holding1Valmark Financial Group1Vantage Finance1Verdane1WFG (Wyndham Financial Group)1WT Financial Group1Wealth Generators1Weatherbys1WisdomTree Investments, Inc.1Zoe Financial1abrdn1

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
Mortgage REIT
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
Private Equity
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
Investment Company
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.