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
66NPS · 2026
GRR 70% · 2026
“XP reported a Net Promoter Score of 66 points in Q2 2026, reflecting recovery toward historical levels.”
Latest: fool.com

LPL Financial
Asset & wealth management · lpl.com
70NPS · 2026
Retention 98.5% · 2024Churn 5% · 2025
“LPL earned a Net Promoter® Score (NPS) of 70”
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
JF
Jackson Financial Inc.
Asset & wealth management
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…”
Latest: SEC 10-K annual report
Chase de Vere
Asset & wealth management · chasedevere.co.uk
71NPS · 2025
“Chase de Vere recorded its best-ever Net Promoter Score of 72.3 in the 12-month period ending December 31, 2021.”
Latest: ifamagazine.com

State Street
Asset & wealth management · statestreet.com
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…”
Latest: SEC proxy statement
AssetMark Financial Holdings, Inc.
Asset & wealth management · assetmark.com
72NPS · 2024
“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…”
Latest: SEC 10-K annual report
Aberdeen
Asset & wealth management · aberdeenstandard.com
53NPS · 2026
“Aberdeen Group Plc's Adviser arm reported a Net Promoter Score of +53 with high client satisfaction and faster onboarding.”
Latest: tipranks.com
Wellington-Altus
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.”
Latest: newswire.ca
Edison Partners
Asset & wealth management · edisonpartners.com
75NPS · 2026
“Edison Partners earned BluWave 2026 Top PE Innovator Award with Net Promoter Score of 75, approximately double the industry average.”
Latest: businesswire.com
WFG
Asset & wealth management · wfg.com
95NPS · 2026
“WFG National Title Insurance Co. closed Q2 2026 with a Net Promoter Score of 95 and a 4.9-star customer rating.”
Latest: thetitlereport.com
WH
Westwood Holdings Group Inc
Asset & wealth management
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.”
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.
GD
Fortune 500 #72
AG
Fortune 500 #132
KC
Fortune 500 #145
AF
Fortune 500 #218
BH
Fortune 500 #259
BI
Fortune 500 #289
G
Fortune 500 #373
IE
Fortune 500 #401
AM
Mortgage REIT
AI
Mortgage REIT
AR
Mortgage REIT
AM
Asset Management
A
Financial Services
AC
Mortgage REIT
AC
Commercial Real Estate Finance
AC
Alternative Asset Management
AC
Commercial Real Estate Finance
AM
Asset Management
AP
Asset Management
AF
Financial Services
AG
Financial Services
BH
Investment Holding Company
BA
Asset Management
CH
Mortgage REIT
DC
Mortgage REIT
E
Employee Benefits Services
EF
Mortgage REIT
E
Shareholder Services
GD
Investment Company
GU
Investment Company
GS
Business Development Company
GE
Investment Company
GP
Wealth Management
HC
Private Equity
HC
Business Development Company
HT
Business Development Company
I
Wealth Management Software
JS
Financial Services
LA
Asset-Backed Securities
MS
Business Development Company
NM
Business Development Company
OC
Asset Management
OI
Mortgage REIT
PT
Asset-Backed Securities
PI
Investment Company
PC
Investment Company
R
Financial Services
RT
Mortgage REIT
ST
Asset-Backed Securities
ST
Asset-Backed Securities
ST
Asset-Backed Securities
SI
Investment Company
S
Wealth Management
SC
Investment Company
SC
Investment Company
TV
Venture Capital Fund
TH
Mortgage REIT
WG
Private Equity
I
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.