

Global WealthTech leader delivering connected technology, enhanced intelligence and inspired experiences for a smarter financial future. Named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success.
InvestCloud's Net Promoter Score (NPS) is a -63 with 13% Promoters, 11% Passives, and 76% Detractors. Net Promoter Score tracks whether InvestCloud's customers would recommend using the product based on a scale of -100 to 100.
| 13% | Promoters |
|---|---|
| 11% | Passives |
| 76% | Detractors |
| Summary | Date | Score |
|---|---|---|
Oct 2022 -42 | Oct 2022 | -42 |
Dec 2022 -48 | Dec 2022 | -48 |
Feb 2023 -51 | Feb 2023 | -51 |
Mar 2023 -49 | Mar 2023 | -49 |
Jun 2023 -51 | Jun 2023 | -51 |
Aug 2023 -52 | Aug 2023 | -52 |
Nov 2023 -54 | Nov 2023 | -54 |
Feb 2024 -55 | Feb 2024 | -55 |
Apr 2024 -57 | Apr 2024 | -57 |
May 2024 -57 | May 2024 | -57 |
Jan 2025 -62 | Jan 2025 | -62 |
Jul 2025 -63 | Jul 2025 | -63 |
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.
InvestCloud's NPS was rated -100 by Male customers on Comparably.
InvestCloud's NPS was rated -100 by Male customers on Comparably.
InvestCloud's NPS is not yet rated by Female customers.
InvestCloud's NPS was rated -100 points by Caucasian customers on Comparably.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -100 | Caucasian | -100 |
InvestCloud's NPS was rated -100 points by customers ages 36-40 on Comparably.
InvestCloud's NPS was rated -100 points by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.
| Summary | Usage | Score |
|---|---|---|
1 to 2 Years -100 | 1 to 2 Years | -100 |
2 to 5 Years -100 | 2 to 5 Years | -100 |
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.
43% of InvestCloud users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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InvestCloud's Customer Loyalty score was rated 10 by Male customers on Comparably.
InvestCloud's Customer Loyalty score was rated 10% by Caucasian customers on Comparably.
% who answered "Yes"
InvestCloud's Customer Loyalty score was rated 10% by customers ages 36-40 on Comparably.
| Summary | Age | Score |
|---|---|---|
36-40 10% | 36-40 | 10% |
InvestCloud's Customer Loyalty score was rated the highest by customers who have used InvestCloud's products/services for 2 to 5 Years, and the lowest by customers with 1 to 2 Years of usage.
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InvestCloud's Customer Loyalty score was rated 10% by Banking and Financial Services industry customers.
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InvestCloud has an overall Product Quality score of 1.8 out of 5 stars rated by its users and customers.
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InvestCloud’s product quality score is a 1.8 out of 5 as rated by its users and customers. Reviewers from the Banking and Financial Services industry rated InvestCloud's product the highest.
InvestCloud's Product Quality score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.
InvestCloud's Product Quality score was rated 1.5 by Male customers on Comparably.
InvestCloud's Product Quality score was rated 1.5 stars by Caucasian customers on Comparably.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
InvestCloud's Product Quality score was rated 1.5 stars by customers ages 36-40 on Comparably.
| Summary | Age | Score |
|---|---|---|
36-40 1.5 | 36-40 | 1.5 |
InvestCloud's Product Quality score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.
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InvestCloud's Product Quality score was rated 1.5 stars by Banking and Financial Services industry customers.
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InvestCloud has a value for money and ROI score of 1.8 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 Banking and Financial Services industry.
InvestCloud's ROI score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.
InvestCloud's ROI score was rated 1.5 by Male customers on Comparably.
InvestCloud's ROI score was rated 1.5 stars by Caucasian customers on Comparably.
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
InvestCloud's ROI score was rated 1.5 stars by customers ages 36-40 on Comparably.
| Summary | Age | Score |
|---|---|---|
36-40 1.5 | 36-40 | 1.5 |
InvestCloud's ROI score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.
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InvestCloud's ROI score was rated 1.5 stars by Banking and Financial Services industry customers.
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InvestCloud has an overall Customer Satisfaction score of 6 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.
InvestCloud's Customer Satisfaction score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.
InvestCloud's Customer Satisfaction score was rated 0 by Male customers on Comparably.
Very Satisfied | 0% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 0% | |
Very Dissatisfied | 100% |
InvestCloud's Customer Satisfaction (CSAT) score was rated 0% according to Caucasian users and customers.
InvestCloud's Customer Satisfaction score was rated 0 points by customers ages 36-40 on Comparably.
| Breakdown | Age | Score | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 36-40 | 0% |
InvestCloud's Customer Satisfaction score was rated 0 points by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.
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InvestCloud's Customer Satisfaction score was rated 0 points by Banking and Financial Services industry customers.
Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Industry data.
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}InvestCloud has an overall Customer Service score of 2 out of 5 stars rated by its users and customers.
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700 North San Vicente Boulevard G605, West Hollywood, CA 90069
http://www.investcloud.com
InvestCloud's Customer Service score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.
InvestCloud's Customer Service score was rated 1.5 by Male customers on Comparably.
InvestCloud's Customer Service score was rated 1.5 stars by Caucasian customers on Comparably.
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 1.5 | Caucasian | 1.5 |
InvestCloud's Customer Service score was rated 1.5 stars by customers ages 36-40 on Comparably.
| Summary | Age | Customer Service Score |
|---|---|---|
36-40 1.5 | 36-40 | 1.5 |
InvestCloud's Customer Service score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.
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InvestCloud's Customer Service score was rated 1.5 stars by Banking and Financial Services industry customers.
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InvestCloud has a 4.7/5 stars for its overall company culture rated by their employees

InvestCloud scored a -63 for Net Promoter Score and a 68 for Employee Net Promoter Score. NPS gauges how likely a customer of InvestCloud would recommend the brand to a friend. ENPS measures how likely InvestCloud employees would recommend working at InvestCloud to a friend.
| 13% | Promoters |
|---|---|
| 11% | Passive |
| 76% | Detractors |
| 75% | Promoters |
|---|---|
| 18% | Passive |
| 7% | Detractors |