

Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Among its major competitors, Equitable is ranked in 4th place for NPS while Northwestern Mutual is 1st, and Primerica is 2nd.Their current market cap is $14.51B
Equitable's Net Promoter Score (NPS) is a -52 with 19% Promoters, 10% Passives, and 71% Detractors. Net Promoter Score tracks whether Equitable's customers would recommend using the product based on a scale of -100 to 100.
| 19% | Promoters |
|---|---|
| 10% | Passives |
| 71% | Detractors |
| Summary | Date | Score |
|---|---|---|
Sep 2023 -69 | Sep 2023 | -69 |
Oct 2023 -66 | Oct 2023 | -66 |
Dec 2023 -60 | Dec 2023 | -60 |
Feb 2024 -59 | Feb 2024 | -59 |
Mar 2024 -55 | Mar 2024 | -55 |
Apr 2024 -55 | Apr 2024 | -55 |
May 2024 -51 | May 2024 | -51 |
Jun 2024 -49 | Jun 2024 | -49 |
Sep 2024 -51 | Sep 2024 | -51 |
Nov 2024 -52 | Nov 2024 | -52 |
Apr 2025 -54 | Apr 2025 | -54 |
Dec 2025 -52 | Dec 2025 | -52 |
Equitable is ranked #4 for NPS among its competitors. Northwestern Mutual and Primerica come in first and second, with Edward Jones coming in at third. Among those competitors, it is the most valued company.
![]() Equitable | ![]() Edward Jones | ![]() Northwestern Mutual | ![]() Primerica | |
| Global Ranking | #- | #200 | #311 | #893 |
| NPS | -52 | -2 | 41 | 35 |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | - | - | Neutral |
| Valuation Updated every 24 hours for public companies | $14.51B | - | $2.97B | $5.95B |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Male customers rated Equitable's NPS 24 points higher than Female customers.
Equitable's NPS was rated -76 by Male customers on Comparably.
Equitable's NPS was rated -100 by Female customers on Comparably.
Equitable's NPS was rated the highest by Other customers, and the lowest by African American/Black customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -91 | Caucasian | -91 |
African American/Black -100 | African American/Black | -100 |
Other -34 | Other | -34 |
Equitable's NPS was rated -100 points by customers ages 46-50 and customers ages 66+ on Comparably.
Equitable's NPS was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.
| Summary | Usage | Score |
|---|---|---|
1 to 2 Years -34 | 1 to 2 Years | -34 |
2 to 5 Years -67 | 2 to 5 Years | -67 |
5 to 10 Years -100 | 5 to 10 Years | -100 |
Over 10 Years -100 | Over 10 Years | -100 |
Compared to its competitors, Equitable's NPS is rated right below Edward Jones.
| COMPANY | NPS Score | |
|---|---|---|
![]() | Northwestern Mutual | 41 |
![]() | Primerica | 35 |
![]() | Omni Financial Services | N/A |
![]() | Edward Jones | -2 |
![]() | Equitable | -52 |
Out of the 4 Equitable customer reviews 0 were positive and 4 were constructive. Equitable customer reviews reflect that all customers expect a better service or product from the company and believe there is room for improvement.
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
72% of Equitable users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Male customers rated Equitable's Customer Loyalty score 3% higher than Female customers.
Equitable's Customer Loyalty score was rated the highest by African American/Black customers, and the lowest by Other customers.
% who answered "Yes"
Equitable's Customer Loyalty score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.
| Summary | Age | Score |
|---|---|---|
46-50 70% | 46-50 | 70% |
51-55 64% | 51-55 | 64% |
66+ 70% | 66+ | 70% |
Equitable's Customer Loyalty score was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with 2 to 5 Years of usage.
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Equitable's Customer Loyalty score was rated 100% by both Education and Tech industry customers.
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Compared to its competitors, Equitable's Customer Loyalty score is rated right above Omni Financial Services, and is preceded by Northwestern Mutual.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
![]() | Primerica | 89% |
![]() | Edward Jones | 83% |
![]() | Northwestern Mutual | 80% |
![]() | Equitable | 72% |
![]() | Omni Financial Services | N/A |
Equitable has an overall Product Quality score of 2.3 out of 5 stars rated by its users and customers.
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Equitable’s product quality score is a 2.3 out of 5 as rated by its users and customers. Reviewers from the Tech industry rated Equitable's product the highest. Reviewers from the Education industry rated Equitable the lowest at 1.5.
Equitable's Product Quality score was rated highest by customers who have used Equitable's products/services for 1 to 2 Years, and rated lowest by customers who have used Equitable's products/services for Over 10 Years.
Female customers rated Equitable's Product Quality score 0.2 stars higher than Male customers.
Equitable's Product Quality score was rated the highest by Other customers, and the lowest by Caucasian customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 2.4 | African American/Black | 2.4 |
Other 2.6 | Other | 2.6 |
Equitable's Product Quality score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.
| Summary | Age | Score |
|---|---|---|
46-50 1.5 | 46-50 | 1.5 |
51-55 1.8 | 51-55 | 1.8 |
66+ 1.5 | 66+ | 1.5 |
Equitable's Product Quality score was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.
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Equitable's Product Quality score was rated the highest by Tech industry customers, and the lowest by Education industry customers.
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Compared to its competitors, Equitable's Product Quality score is rated right above Omni Financial Services, and is preceded by Edward Jones.
| COMPANY | Product Quality Score | |
|---|---|---|
![]() | Primerica | 4.1/5 |
![]() | Northwestern Mutual | 3.9/5 |
![]() | Edward Jones | 3.2/5 |
![]() | Equitable | 2.3/5 |
![]() | Omni Financial Services | N/A |
Equitable has a value for money and ROI score of 2.3 out of 5 stars rated by its users and customers.
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Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Education industry.
Equitable's ROI score was rated highest by customers who have used Equitable's products/services for 1 to 2 Years, and rated lowest by customers who have used Equitable's products/services for Over 10 Years.
Equitable's ROI score was rated 1.6 by both Female and Male customers on Comparably.
Equitable's ROI score was rated the highest by Other customers, and the lowest by Caucasian customers.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 2.2 | African American/Black | 2.2 |
Other 2.3 | Other | 2.3 |
Equitable's ROI score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.
| Summary | Age | Score |
|---|---|---|
46-50 1.5 | 46-50 | 1.5 |
51-55 2 | 51-55 | 2 |
66+ 1.5 | 66+ | 1.5 |
Equitable's ROI score was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.
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Equitable's ROI score was rated 1.8 stars by both Education and Tech industry customers.
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Compared to its competitors, Equitable's ROI score is rated right above Omni Financial Services, and is preceded by Edward Jones.
| COMPANY | Pricing Score | |
|---|---|---|
![]() | Primerica | 4/5 |
![]() | Northwestern Mutual | 3.9/5 |
![]() | Edward Jones | 3.2/5 |
![]() | Equitable | 2.3/5 |
![]() | Omni Financial Services | N/A |
Equitable has an overall Customer Satisfaction score of 34 rated by its users and customers.
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Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Equitable's Customer Satisfaction score was rated highest by customers who have used Equitable's products/services for 1 to 2 Years, and rated lowest by customers who have used Equitable's products/services for Over 10 Years.
Female customers rated Equitable's Customer Satisfaction score 12 points higher than Male customers.
Very Satisfied | 13% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 12% | |
Very Dissatisfied | 75% |
Very Satisfied | 13% | |
|---|---|---|
Satisfied | 12% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 0% | |
Very Dissatisfied | 75% |
Equitable's Customer Satisfaction (CSAT) score was rated 20% according to Caucasian users and customers.
Equitable's Customer Satisfaction (CSAT) score was rated 33% according to African American/Black users and customers.
Equitable's Customer Satisfaction (CSAT) score was rated 33% according to Other users and customers.
Equitable's Customer Satisfaction score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.
| Breakdown | Age | Score | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 51-55 | 20% | |||||||||||||||
| 66+ | 0% |
Equitable's Customer Satisfaction score was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.
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Equitable's Customer Satisfaction score was rated 33 points by Tech industry customers.
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"title": "Equitable Customer Satisfaction Score by Industry",
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"label": "Tech",
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}Compared to its competitors, Equitable's Customer Satisfaction score is rated right above Omni Financial Services, and is preceded by Edward Jones.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
![]() | Primerica | 76% |
![]() | Northwestern Mutual | 70% |
![]() | Edward Jones | 55% |
![]() | Equitable | 34% |
![]() | Omni Financial Services | 0% |
Equitable has an overall Customer Service score of 2.1 out of 5 stars rated by its users and customers.
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Paris, OH
https://equitable.com/
Equitable's Customer Service score was rated highest by customers who have used Equitable's products/services for 1 to 2 Years, and rated lowest by customers who have used Equitable's products/services for Over 10 Years.
Equitable's Customer Service score was rated 1.5 by both Female and Male customers on Comparably.
Equitable's Customer Service score was rated the highest by African American/Black customers, and the lowest by Caucasian customers.
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
African American/Black 1.7 | African American/Black | 1.7 |
Other 1.6 | Other | 1.6 |
Equitable's Customer Service score was rated 1.5 stars by customers ages 46-50 and customers ages 66+ on Comparably.
| Summary | Age | Customer Service Score |
|---|---|---|
46-50 1.5 | 46-50 | 1.5 |
51-55 1.5 | 51-55 | 1.5 |
66+ 1.5 | 66+ | 1.5 |
Equitable's Customer Service score was rated the highest by customers who have used Equitable's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.
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Equitable's Customer Service score was rated the highest by Tech industry customers, and the lowest by Education industry customers.
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Compared to its competitors, Equitable's Customer Service score is rated right above Omni Financial Services, and is preceded by Edward Jones.
| COMPANY | Customer Service Score | |
|---|---|---|
![]() | Primerica | 4.2/5 |
![]() | Northwestern Mutual | 3.9/5 |
![]() | Edward Jones | 3.5/5 |
![]() | Equitable | 2.1/5 |
![]() | Omni Financial Services | N/A |
Equitable has a 3.8/5 stars for its overall company culture rated by their employees

Equitable scored a -52 for Net Promoter Score and a -11 for Employee Net Promoter Score. NPS gauges how likely a customer of Equitable would recommend the brand to a friend. ENPS measures how likely Equitable employees would recommend working at Equitable to a friend.
| 19% | Promoters |
|---|---|
| 10% | Passive |
| 71% | Detractors |
| 34% | Promoters |
|---|---|
| 21% | Passive |
| 45% | Detractors |