NPS Intelligence (beta)

Disclosed NPS & retention by vertical

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.

589
Companies
with a public NPS or retention disclosure
1,044
NPS disclosures
201 companies gave a number
73
Median disclosed NPS
last 3 years · 247 scores
325
Report retention
NRR, GRR, retention rate, churn or renewal

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.

Square, Inc.
Payment Processing · square.com
Fortune 500 #180XYZ18 NPS disclosures
48NPS · 2025
20182025
GRR 100% · 2025Retention 90% · 2016
“Square's Net Promoter Score of 48 in 2025 significantly surpasses PayPal's 31, demonstrating strong merchant loyalty and competitive advantage.”
— reported by bitget.com · 12 Nov 2025
Latest: bitget.com
Visa
Payment Networks · visa.com
Fortune 500 #110V10 NPS disclosures
76NPS · 2026
20232026
“Visa maintained a Net Promoter Score of 76 for the third consecutive year, with customers valuing its global network, reliability, and innovation.”
— reported by insidermonkey.com · 26 Sep 2026
Latest: insidermonkey.com
XP Inc.
Brokerage & Wealth · 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
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
Flywire
Payments & Fintech · flywire.com
FLYW19 NPS disclosures
62NPS · 2024
20222024
NRR 110% · 2026Retention 95% · 2024Churn 0.8% · 2026
“Our net promoter score of 62 in fiscal year 2022 demonstrates a strong affinity among our clients for our platform. • Strong dollar-based net retention .”
— Flywire · SEC 10-Q quarterly report · filed 7 Nov 2024
Latest: SEC 10-Q quarterly report
Oportun Financial Corp
Consumer Finance · oportun.com
OPRT13 NPS disclosures
77NPS · 2026
20192026
NRR 142% · 2019
“We believe our strong Net Promoter® Score ("NPS") of 77 for our personal loans demonstrates our success in providing our members with effective and easy to use solutions.”
— Oportun Financial Corp · SEC 10-K annual report · filed 27 Feb 2026
Latest: SEC 10-K annual report
OppFi Inc.
Consumer Finance · oppfi.com
OPFI42 NPS disclosures
73NPS · 2026
20252026
“Mission-driven Platform Significant Economic Scale Strong Fundamentals and Balance Sheet Providing best-in-class products and customer service with a 73 NPS Score1 Profit…”
— OppFi Inc. · SEC 8-K filing · filed 10 Aug 2026
Latest: SEC 8-K filing
Charles Schwab
Brokerage & 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
Katapult Holdings, Inc.
Point-of-Sale Financing · katapult.com
KPLT34 NPS disclosures
46NPS · 2026
20242026
“Our net promoter score (“NPS”) and our repeat purchase rate, defined as the percentage of in-quarter originations from existing customers, were 46% and 64% respectively, …”
— Katapult Holdings, Inc. · SEC S-4 merger filing · filed 18 Jun 2026
Latest: SEC S-4 merger filing
LendingClub
Consumer Finance · lendingclub.com
HAPN14 NPS disclosures
81NPS · 2025
20142025
“Competitive Set LendingClub 16 Delivering Experiences That Keep Members Coming Back <5min Time to complete a personal loan application ~90% Of issued loans are fully auto…”
— LendingClub · SEC 8-K filing · filed 5 Nov 2025
Latest: SEC 8-K filing
Affirm
Consumer Finance · affirm.com
AFRM15 NPS disclosures
83NPS · 2026
20192026
“Announcing Affirm's +83 Net Promoter Score”
— reported by affirm.com · 10 Apr 2026
Latest: affirm.com
Morningstar, Inc.
Investment Research · morningstar.com
MORN5 NPS disclosures
48NPS · 2026
20202026
Retention 100% · 2025
“We also benefit from strong customer engagement, underscored by a 2025 net promoter score of 48. Meanwhile, PitchBook’s hybrid AI+HI (human-intelligence) approach, which …”
— Morningstar, Inc. · SEC 8-K filing · filed 12 Feb 2026
Latest: SEC 8-K filing

White space

21 of 35 Fortune 500 companies in payments, wealth & financial services (60%) have never said publicly that they measure NPS: not in news coverage, SEC filings or earnings calls.

Fannie Mae
Fortune 500 #26
StoneX Group
Fortune 500 #31
Freddie Mac
Fortune 500 #32
Goldman Sachs Group
Fortune 500 #35
Morgan Stanley
Fortune 500 #38
Reports retention
Galaxy Digital
Fortune 500 #72
Mastercard
Fortune 500 #130
Reports retention
Apollo Global Management
Fortune 500 #132
KKR
Fortune 500 #145
BlackRock
Fortune 500 #179
Reports retention
Ameriprise Financial
Fortune 500 #218
Bitgo Holdings
Fortune 500 #259
Raymond James Financial
Fortune 500 #264
Blackstone
Fortune 500 #289
Intercontinental Exchange
Fortune 500 #324
Reports retention
Gold.com
Fortune 500 #373
Interactive Brokers Group
Fortune 500 #385
Global Payments
Fortune 500 #390
Reports retention
Icahn Enterprises
Fortune 500 #401
Franklin Resources
Fortune 500 #426
Reports retention
Nasdaq
Fortune 500 #443
Reports retention

Checked 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

See all 1,044 in the database →

2026-10-16
60
L&T Finance reported Net Promoter Scores averaged 60 overall in Q2 FY27, with urban segments scoring higher (Personal Loans: 69, Home Loans & LAP: 68, SME: 70). uk.investing.com ↗
2026-10-13
—
Circles has achieved sustained Net Promoter Score performance in AgeTech, overcoming typical sector adoption challenges. streetinsider.com ↗
2026-10-11
66
Adyen reported a high net promoter score of 66% in its 2024 earnings, indicating strong customer satisfaction and loyalty. gurufocus.com ↗
2026-10-06
—
Paytient was recognized on Fast Company's Next Big Things in Tech list with a high Net Promoter Score and 4.9/5 TrustPilot rating. prnewswire.com ↗
2026-10-05
—
PayPo reports one of the highest Net Promoter Score ratings on the market after 4 years of BNPL operations in Romania. business-review.eu ↗
2026-09-30
—
Pinnacle Equipment Finance maintains the industry's highest Net Promoter Score after five years of growth. pnfp.com ↗
2026-09-30
70
Charles Schwab received the highest client Net Promoter Score of 70 in the 2026 equity compensation benchmarking study. finance.yahoo.com ↗
2026-09-29
—
Charles Schwab received the highest client Net Promoter Score in stock plan administration services; industry-wide client loyalty increased 15 points. prnewswire.com ↗
2026-09-29
69
Wilmington reported a customer Net Promoter Score of 69 driven by attention, client tracking, kindness, efficiency, and added value, alongside 37% revenue growth. in.investing.com ↗
2026-09-26
76
Visa maintained a Net Promoter Score of 76 for the third consecutive year, with customers valuing its global network, reliability, and innovation. insidermonkey.com ↗
2026-09-19
—
Zip Co reported customer satisfaction remains a highlight with net promoter scores disclosed in earnings call. theglobeandmail.com ↗
2026-09-18
40
Perth Mint delivered a net promoter score of 40, significantly below its target of 60, despite record profit. thewest.com.au ↗

More companies in Payments, wealth & financial services

Number of entries in brackets.

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.