Envestnet, Inc logo Envestnet, Inc Net Promoter Score 2023 Benchmarks

Estimated Net Promoter Score is


Envestnet provides unified wealth management technology and services to financial advisors and institutions. As of September 2016, Envestnet supports over 51,000 advisors, and 3.6 million investor accounts and over $1 trillion in total assets with almost $334 billion of fee‐generating assets under management

The company's initial public offering of stock filed on the NYSE and went public on 28 July 2010. It priced at $9; at the bottom of the range of $9-$10. The major underwriters were Morgan Stanley. The company raised $63M by selling 7M shares

In 2012 Envestnet purchased Tamarac for $54 million.

Quick facts about Envestnet, Inc

Founder Jud Bergman (CEO) Bill Crager (President)
Total assets $421 million (2015)
Industry Financial services
Headquarters Chicago, IL, U.S.
Website envestnet.com

Net Promoter Score for Top Brands compared with Envestnet, Inc

NPS is a customer loyalty metric that measures customers’ willingness to not only return for another purchase or service but also make a recommendation to their family, friends or colleagues.

It is a powerful and effective technique, which can greatly increase a company's revenue if used properly.

The main advantages of NPS are close correlation with a company's growth and easy collection, interpretation and communication of the data.

Learn more about NPS

Yes, it is.

Net Promoter Score is a number from -100 from 100.

Scores higher than 0 are typically considered to be good and scores above 50 are considered to be excellent.

The industry average for Miscellaneous / Business Services is 0.

Browse NPS benchmarks

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How to understand the NPS benchmarks

The final Net Promoter Score of a company strongly depends on a context in which the satisfaction is measured.

Consider an example: If Envestnet, Inc sends out NPS surveys immediately after purchase, they are tracking their customers' initial excitement and the checkout experience.

On the other hand, if they survey their customers a few weeks after the purchase they are also tracking how satisfied their customers are with their products and services over time.

Therefore, comparing the NPS score of Envestnet, Inc with your own without any further context is not that useful.

What is extremely useful though, is using the NPS methodology to track the satisfaction of your customers over time. That's where Customer.guru comes in.

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Other companies with Net Promoter Score similar to Envestnet, Inc

We have estimated the Net Promoter Score of Envestnet, Inc based on the publicly available information
including the sentiment of the company-related tweets, 3rd party reviews, and Alexa ratings.

Do you think this information is incorrect? Report incorrect information. Do you have more accurate data? Submit NPS score.