Equitable NPS & Customer Reviews | Comparably
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Equitable
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About Equitable's Brand

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

Brand at a Glance

72%
Customer Loyalty
2.3/5
Product Quality
2.3/5
Pricing
2.1/5
Customer Service

Equitable Ranking

Equitable NPS

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.

Equitable Overall NPS

-52
NPS
19%Promoters
10%Passives
71%Detractors
Equitable Overall NPS

Equitable NPS Trend

-100
-50
0
50
100
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

How Other Brands Compare

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's Logo
Equitable
Edward Jones' Logo
Edward Jones
Northwestern Mutual's Logo
Northwestern Mutual
Primerica's Logo
Primerica
Global Ranking#-#200#311#893
NPS-52-24135
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

What is NPS

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.

Equitable NPS by Gender

Male customers rated Equitable's NPS 24 points higher than Female customers.

Male

-76

Equitable's NPS was rated -76 by Male customers on Comparably.

12%
Promoters
0%
Passives
88%
Detractors

Female

-100

Equitable's NPS was rated -100 by Female customers on Comparably.

0%
Promoters
0%
Passives
100%
Detractors

Equitable NPS by Ethnicity

Equitable's NPS was rated the highest by Other customers, and the lowest by African American/Black customers.

-100
-50
0
50
100
Caucasian
-91
Caucasian-91
African American/Black
-100
African American/Black-100
Other
-34
Other-34

Equitable NPS by Age

Equitable's NPS was rated -100 points by customers ages 46-50 and customers ages 66+ on Comparably.

0
20
40
60
80
100
Promoters
0%
Passives
0%
Detractors
100%
46-500%0%100%
Promoters
0%
Passives
0%
Detractors
100%
51-550%0%100%
Promoters
0%
Passives
0%
Detractors
100%
66+0%0%100%

Equitable NPS by Usage

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.

-100
-50
0
50
100
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

Equitable NPS vs. Competitors

Compared to its competitors, Equitable's NPS is rated right below Edward Jones.

Equitable Customer Reviews

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.

What can this brand most improve?
Call centercand customer service is despicable. I have never been so disappointed. Call wait times over an hour, language barrier, not being told the truth. I have been trying to restart my auto withdrawals for over a month and equitable still hasn't gotten it straight.
What can this brand most improve?
Customer Service, and follow up service
What can this brand most improve?
customer service - it is impossible to reach a live person or have an Equitable representative help in any way. They expect the customer to do everything, and they just draw a commission. I see zero value in working with this company.
What can this brand most improve?
Customer service is abysmal. Staff are impossible to reach directly, they give different stories, fail to return calls, ignore requests, and lie.

Equitable Customer Loyalty

72%

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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72
72%
28
28%
Equitable Customer Loyalty

Equitable Customer Loyalty Score by Gender

Male customers rated Equitable's Customer Loyalty score 3% higher than Female customers.

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Male
78%
Yes
Female
75%
Yes

Equitable Customer Loyalty Score by Ethnicity

Equitable's Customer Loyalty score was rated the highest by African American/Black customers, and the lowest by Other customers.

% who answered "Yes"

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75
out of 100
Caucasian
78
out of 100
African American/Black
40
out of 100
Other

Equitable Customer Loyalty Score by Age

Equitable's Customer Loyalty score was rated the highest by customers ages 46-50, and the lowest by customers ages 51-55.

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0
20%
40%
60%
80%
100%
46-50
70%
46-5070%
51-55
64%
51-5564%
66+
70%
66+70%

Equitable Customer Loyalty Score by Usage

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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1 to 2 Years
100%
2 to 5 Years
40%
5 to 10 Years
78%
Over 10 Years
73%

Equitable Customer Loyalty Score by Industry

Equitable's Customer Loyalty score was rated 100% by both Education and Tech industry customers.

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Tech
100%
Education
100%

Equitable Customer Loyalty vs. Competitors

Compared to its competitors, Equitable's Customer Loyalty score is rated right above Omni Financial Services, and is preceded by Northwestern Mutual.

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Equitable's Logo
VS
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Equitable Product Quality

2.3/5

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 Product Information

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.

Website
https://equitable.com/
Company Size
10,000+ Employees

Industry

Tech
Banking
FinTech

Quick Insights into Equitable Product Quality

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.

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Ranked Equitable Product Quality the Highest

1 to 2 Years
4.6
Other
2.6
Tech
2

Ranked Equitable Product Quality the Lowest

Education
1.5
Male
1.5
Over 10 Years
1.5

Equitable Product Quality Score by Gender

Female customers rated Equitable's Product Quality score 0.2 stars higher than Male customers.

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Male

1.5/5

Female

1.7/5

Equitable Product Quality Score by Ethnicity

Equitable's Product Quality score was rated the highest by Other customers, and the lowest by Caucasian customers.

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0
1
2
3
4
5
Caucasian
1.5
Caucasian1.5
African American/Black
2.4
African American/Black2.4
Other
2.6
Other2.6

Equitable Product Quality Score by Age

Equitable's Product Quality score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.

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0
1
2
3
4
5
46-50
1.5
46-501.5
51-55
1.8
51-551.8
66+
1.5
66+1.5

Equitable Product Quality Score by Usage

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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1 to 2 Years
4.6
2 to 5 Years
1.5
5 to 10 Years
1.5
Over 10 Years
1.5

Equitable Product Quality Score by Industry

Equitable's Product Quality score was rated the highest by Tech industry customers, and the lowest by Education industry customers.

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Tech
2
Education
1.5

Equitable Product Quality vs. Competitors

Compared to its competitors, Equitable's Product Quality score is rated right above Omni Financial Services, and is preceded by Edward Jones.

COMPANYProduct Quality Score
Primerica4.1/5
Northwestern Mutual3.9/5
Edward Jones3.2/5
Equitable2.3/5
Omni Financial ServicesN/A

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Equitable Pricing

Equitable ROI & Value For Money

2.3/5

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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Equitable Pricing Plans

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.

Quick Insights into Equitable ROI

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.

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Ranked Equitable ROI the Highest

1 to 2 Years
3.6
Other
2.3
51-55
2

Ranked Equitable ROI the Lowest

66+
1.5
Caucasian
1.5
Over 10 Years
1.5

Equitable ROI Score by Gender

Equitable's ROI score was rated 1.6 by both Female and Male customers on Comparably.

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Male

1.6/5

Female

1.6/5

Equitable ROI Score by Ethnicity

Equitable's ROI score was rated the highest by Other customers, and the lowest by Caucasian customers.

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0
1
2
3
4
5
Caucasian
1.5
Caucasian1.5
African American/Black
2.2
African American/Black2.2
Other
2.3
Other2.3

Equitable ROI Score by Age

Equitable's ROI score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.

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0
1
2
3
4
5
46-50
1.5
46-501.5
51-55
2
51-552
66+
1.5
66+1.5

Equitable ROI Score by Usage

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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1 to 2 Years
3.6
2 to 5 Years
1.5
5 to 10 Years
1.5
Over 10 Years
1.5

Equitable ROI Score by Industry

Equitable's ROI score was rated 1.8 stars by both Education and Tech industry customers.

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Tech
1.8
Education
1.8

Equitable Pricing vs. Competitors

Compared to its competitors, Equitable's ROI score is rated right above Omni Financial Services, and is preceded by Edward Jones.

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Primerica's Logo
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Equitable Customer Satisfaction (CSAT)

Equitable Customer Satisfaction (CSAT) Score

34 / 100

Equitable has an overall Customer Satisfaction score of 34 rated by its users and customers.

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Very Satisfied16%
Satisfied18%
Neither Satisfied nor Dissatisfied3%
Dissatisfied8%
Very Dissatisfied55%
Very Satisfied
16%
Satisfied
18%
Neither Satisfied nor Dissatisfied
3%
Dissatisfied
8%
Very Dissatisfied
55%

What is Customer Satisfaction (CSAT) Score

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.

Quick Insights into Equitable Customer Satisfaction

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.

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Ranked Equitable Customer Satisfaction the Highest

1 to 2 Years
100%
African American/Black
33%
Tech
33%

Ranked Equitable Customer Satisfaction the Lowest

Male
13%
66+
0%
Over 10 Years
0%

Equitable Customer Satisfaction Score by Gender

Female customers rated Equitable's Customer Satisfaction score 12 points higher than Male customers.

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13 / 100
Male
Very Satisfied
13%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
12%
Very Dissatisfied
75%
25 / 100
Female
Very Satisfied
13%
Satisfied
12%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
75%

Equitable Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

Equitable's Customer Satisfaction (CSAT) score was rated 20% according to Caucasian users and customers.

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20 / 100
Very Satisfied10%
Satisfied10%
Neither Satisfied nor Dissatisfied0%
Dissatisfied10%
Very Dissatisfied70%
Very Satisfied
10%
Satisfied
10%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
10%
Very Dissatisfied
70%

CSAT according to African American/Black

Equitable's Customer Satisfaction (CSAT) score was rated 33% according to African American/Black users and customers.

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33 / 100
Very Satisfied0%
Satisfied33%
Neither Satisfied nor Dissatisfied0%
Dissatisfied0%
Very Dissatisfied67%
Very Satisfied
0%
Satisfied
33%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
67%

CSAT according to Other

Equitable's Customer Satisfaction (CSAT) score was rated 33% according to Other users and customers.

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33 / 100
Very Satisfied33%
Satisfied0%
Neither Satisfied nor Dissatisfied0%
Dissatisfied0%
Very Dissatisfied67%
Very Satisfied
33%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
67%

Equitable Customer Satisfaction Score by Age

Equitable's Customer Satisfaction score was rated the highest by customers ages 51-55, and the lowest by customers ages 66+.

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0
20
40
60
80
100
51-55 CSAT Score
20%
Very Satisfied
20%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
20%
Very Dissatisfied
60%
51-5520%
66+ CSAT Score
0%
Very Satisfied
0%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
100%
66+0%

Equitable Customer Satisfaction Score by Usage

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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1 to 2 Years
100
2 to 5 Years
33
5 to 10 Years
0
Over 10 Years
0

Equitable Customer Satisfaction Score by Industry

Equitable's Customer Satisfaction score was rated 33 points by Tech industry customers.

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Tech
33

Equitable Customer Satisfaction vs. Competitors

Compared to its competitors, Equitable's Customer Satisfaction score is rated right above Omni Financial Services, and is preceded by Edward Jones.

COMPANYCustomer Satisfaction (CSAT) Score
Primerica76%
Northwestern Mutual70%
Edward Jones55%
Equitable34%
Omni Financial Services0%

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Equitable Customer Service

2.1/5

Equitable has an overall Customer Service score of 2.1 out of 5 stars rated by its users and customers.

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About Equitable's Customer Service

Address

Paris, OH


Website

https://equitable.com/

Quick Insights into Equitable Customer Service

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.

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Ranked Equitable Customer Service the Highest

1 to 2 Years
3.5
Tech
1.8
African American/Black
1.7

Ranked Equitable Customer Service the Lowest

Education
1.5
Male
1.5
Over 10 Years
1.5

Equitable Customer Service Score by Gender

Equitable's Customer Service score was rated 1.5 by both Female and Male customers on Comparably.

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Male

1.5/5

Female

1.5/5

Equitable Customer Service Score by Ethnicity

Equitable's Customer Service score was rated the highest by African American/Black customers, and the lowest by Caucasian customers.

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0
20
40
60
80
100
Caucasian
1.5
Caucasian1.5
African American/Black
1.7
African American/Black1.7
Other
1.6
Other1.6

Equitable Customer Service Score by Age

Equitable's Customer Service score was rated 1.5 stars by customers ages 46-50 and customers ages 66+ on Comparably.

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0
20
40
60
80
100
46-50
1.5
46-501.5
51-55
1.5
51-551.5
66+
1.5
66+1.5

Equitable Customer Service Score by Usage

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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1 to 2 Years
3.5
2 to 5 Years
1.5
5 to 10 Years
1.5
Over 10 Years
1.5

Equitable Customer Service Score by Industry

Equitable's Customer Service score was rated the highest by Tech industry customers, and the lowest by Education industry customers.

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Tech
1.8
Education
1.5

Equitable Customer Service vs. Competitors

Compared to its competitors, Equitable's Customer Service score is rated right above Omni Financial Services, and is preceded by Edward Jones.

COMPANYCustomer Service Score
Primerica4.2/5
Northwestern Mutual3.9/5
Edward Jones3.5/5
Equitable2.1/5
Omni Financial ServicesN/A

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Equitable as an Employer

3.8/5

Equitable has a 3.8/5 stars for its overall company culture rated by their employees

  Equitable CEO
top
40%
CEO of Equitable

In the Top 40% of Similar Sized Companies on Comparably.

Consumer vs. 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.

Net Promoter Score

-52
NPS Score
19%Promoters
10%Passive
71%Detractors

Employee Net Promoter Score

-11
eNPS Score
34%Promoters
21%Passive
45%Detractors

Global Ranking Snapshot

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