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NPS
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Wealthsimple
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About Wealthsimple's Brand
Wealthsimple is a new kind of financial advisor — one that's intuitive, affordable, and human Among its major competitors, Wealthsimple is ranked in 3rd place for NPS while Questrade is 1st, and Wealthfront is 2nd.
Brand at a Glance
71%
Customer Loyalty
3.6/5
Product Quality
3.6/5
Pricing
3.1/5
Customer Service
Wealthsimple CMO
Wealthsimple Ranking
- #2 / 4 of its competitors
Wealthsimple NPS
Wealthsimple's Net Promoter Score (NPS) is a 0 with 38% Promoters, 24% Passives, and 38% Detractors. Net Promoter Score tracks whether Wealthsimple's customers would recommend using the product based on a scale of -100 to 100.
Wealthsimple Overall NPS
| 38% | Promoters |
|---|---|
| 24% | Passives |
| 38% | Detractors |
Wealthsimple NPS Trend
-100
-50
0
50
100
| Summary | Date | Score |
|---|---|---|
Apr 2023 42 | Apr 2023 | 42 |
Jul 2023 36 | Jul 2023 | 36 |
Aug 2023 27 | Aug 2023 | 27 |
Dec 2023 19 | Dec 2023 | 19 |
Jan 2024 23 | Jan 2024 | 23 |
Mar 2024 10 | Mar 2024 | 10 |
Jul 2024 3 | Jul 2024 | 3 |
Sep 2024 0 | Sep 2024 | 0 |
Jan 2025 -4 | Jan 2025 | -4 |
Apr 2025 -5 | Apr 2025 | -5 |
May 2025 0 | May 2025 | 0 |
Oct 2025 -1 | Oct 2025 | -1 |
How Other Brands Compare
Wealthsimple is ranked second for NPS among its competitors. Wealthfront and Personal Capital come in first and third, with SigFig coming in at #4.
Wealthsimple |  Personal Capital |  Wealthfront |  SigFig | |
| Global Ranking | #- | #970 | #- | #- |
| NPS | 0 | -1 | 10 | -24 |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | Neutral | - | - |
| Valuation Updated every 24 hours for public companies | - | - | $900.00M | $300.00M |
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.
Wealthsimple NPS by Gender
Female customers rated Wealthsimple's NPS 79 points higher than Male customers.
Male
-39
Wealthsimple's NPS was rated -39 by Male customers on Comparably.
24%
Promoters
13%
Passives
63%
Detractors
Female
40
Wealthsimple's NPS was rated 40 by Female customers on Comparably.
60%
Promoters
20%
Passives
20%
Detractors
Wealthsimple NPS by Ethnicity
Wealthsimple's NPS was rated -34 points by Caucasian customers on Comparably.
-100
-50
0
50
100
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -34 | Caucasian | -34 |
Wealthsimple NPS by Usage
Wealthsimple's NPS was rated -15 points by customers who have used Wealthsimple's products/services for 1 to 2 Years.
-100
-50
0
50
100
| Summary | Usage | Score |
|---|---|---|
1 to 2 Years -15 | 1 to 2 Years | -15 |
Wealthsimple NPS vs. Competitors
Compared to its competitors, Wealthsimple's NPS is rated right above Openfolio, and is preceded by Wealthfront.
| COMPANY | NPS Score | |
|---|---|---|
 | Questrade | 25 |
| Wealthfront | 10 |
| Wealthsimple | 0 |
 | Openfolio | N/A |
| Personal Capital | -1 |
| SigFig | -24 |
Wealthsimple Customer Loyalty
71%
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.
71% of Wealthsimple users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Wealthsimple Customer Loyalty Score by Gender
Female customers rated Wealthsimple's Customer Loyalty score 4% higher than Male customers.
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Male
78%
Yes
Female
82%
Yes
Wealthsimple Customer Loyalty Score by Ethnicity
Wealthsimple's Customer Loyalty score was rated 85% by Caucasian customers on Comparably.
% who answered "Yes"
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85
out of 100
Caucasian
Wealthsimple Customer Loyalty Score by Usage
Wealthsimple's Customer Loyalty score was rated 74% by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Wealthsimple Customer Loyalty vs. Competitors
Compared to its competitors, Wealthsimple's Customer Loyalty score is rated right above Openfolio, and is preceded by SigFig.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
| Questrade | 100% |
| Personal Capital | 78% |
| Wealthfront | 77% |
| SigFig | 75% |
| Wealthsimple | 71% |
| Openfolio | N/A |
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Wealthsimple Product Quality
3.6/5
Wealthsimple has an overall Product Quality score of 3.6 out of 5 stars rated by its users and customers.
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Wealthsimple Product Information
Wealthsimple’s product quality score is a 3.6 out of 5 as rated by its users and customers.
- Company Size
- 1-10 Employees
Industry
FinTech
Quick Insights into Wealthsimple Product Quality
Wealthsimple's Product Quality score was rated highest by Female customers, and rated lowest by Male customers.
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Ranked Wealthsimple Product Quality the Highest
Ranked Wealthsimple Product Quality the Lowest
Wealthsimple Product Quality Score by Gender
Female customers rated Wealthsimple's Product Quality score 0.6 stars higher than Male customers.
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Male
3.5/5
Female
4.1/5
Wealthsimple Product Quality Score by Ethnicity
Wealthsimple's Product Quality score was rated 3.6 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of Wealthsimple.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 3.6 | Caucasian | 3.6 |
Wealthsimple Product Quality Score by Usage
Wealthsimple's Product Quality score was rated 4 stars by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Wealthsimple Product Quality vs. Competitors
Compared to its competitors, Wealthsimple's Product Quality score is rated right above Personal Capital, and is preceded by Wealthfront.
| COMPANY | Product Quality Score | |
|---|---|---|
| Questrade | 5/5 |
| Wealthfront | 3.6/5 |
| Wealthsimple | 3.6/5 |
| Personal Capital | 3.4/5 |
| SigFig | 3/5 |
| Openfolio | N/A |
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Wealthsimple Pricing
Wealthsimple ROI & Value For Money
3.6/5
Wealthsimple has a value for money and ROI score of 3.6 out of 5 stars rated by its users and customers.
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Quick Insights into Wealthsimple ROI
Wealthsimple's ROI score was rated highest by Female customers, and rated lowest by Male customers.
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Ranked Wealthsimple ROI the Highest
Ranked Wealthsimple ROI the Lowest
Wealthsimple ROI Score by Gender
Female customers rated Wealthsimple's ROI score 0.4 stars higher than Male customers.
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Male
3.7/5
Female
4.1/5
Wealthsimple ROI Score by Ethnicity
Wealthsimple's ROI score was rated 3.7 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full ROI by Ethnicity data of Wealthsimple.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 3.7 | Caucasian | 3.7 |
Wealthsimple ROI Score by Usage
Wealthsimple's ROI score was rated 4 stars by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Wealthsimple Pricing vs. Competitors
Compared to its competitors, Wealthsimple's ROI score is rated right above Personal Capital, and is preceded by Wealthfront.
| COMPANY | Pricing Score | |
|---|---|---|
| Questrade | 5/5 |
| Wealthfront | 3.7/5 |
| Wealthsimple | 3.6/5 |
| Personal Capital | 3.5/5 |
| SigFig | 2.9/5 |
| Openfolio | N/A |
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Wealthsimple Customer Satisfaction (CSAT)
Wealthsimple Customer Satisfaction (CSAT) Score
68 / 100
Wealthsimple has an overall Customer Satisfaction score of 68 rated by its users and customers.
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Very Satisfied
27%
Satisfied
41%
Neither Satisfied nor Dissatisfied
9%
Dissatisfied
9%
Very Dissatisfied
14%
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 Wealthsimple Customer Satisfaction
Wealthsimple's Customer Satisfaction score was rated highest by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Ranked Wealthsimple Customer Satisfaction the Highest
Wealthsimple Customer Satisfaction Score by Gender
Wealthsimple's Customer Satisfaction score was rated 51 by Male customers on Comparably.
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51 / 100
MaleVery Satisfied | 13% | |
|---|---|---|
Satisfied | 38% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 24% | |
Very Dissatisfied | 25% |
Wealthsimple Customer Satisfaction Score by Ethnicity
CSAT according to Caucasian
Wealthsimple's Customer Satisfaction (CSAT) score was rated 60% according to Caucasian users and customers.
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60 / 100
Very Satisfied
40%
Satisfied
20%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
40%
Very Dissatisfied
0%
Wealthsimple Customer Satisfaction Score by Usage
Wealthsimple's Customer Satisfaction score was rated 67 points by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Wealthsimple Customer Satisfaction vs. Competitors
Compared to its competitors, Wealthsimple's Customer Satisfaction score is rated right above Personal Capital, and is preceded by Wealthfront.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
| Questrade | 100% |
| Wealthfront | 69% |
| Wealthsimple | 68% |
| Personal Capital | 58% |
| SigFig | 43% |
| Openfolio | 0% |
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Wealthsimple Customer Service
3.1/5
Wealthsimple has an overall Customer Service score of 3.1 out of 5 stars rated by its users and customers.
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About Wealthsimple's Customer Service
Address
Suite 120, Toronto, KS M5V 1X6 Canada
Website
https://www.wealthsimple.com/
Phone Number
(647) 350-7675
Quick Insights into Wealthsimple Customer Service
Wealthsimple's Customer Service score was rated highest by Female customers, and rated lowest by Male customers.
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Ranked Wealthsimple Customer Service the Highest
Ranked Wealthsimple Customer Service the Lowest
Wealthsimple Customer Service Score by Gender
Female customers rated Wealthsimple's Customer Service score 1.1 stars higher than Male customers.
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Male
2.5/5
Female
3.6/5
Wealthsimple Customer Service Score by Ethnicity
Wealthsimple's Customer Service score was rated 2.3 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of Wealthsimple.
0
20
40
60
80
100
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 2.3 | Caucasian | 2.3 |
Wealthsimple Customer Service Score by Usage
Wealthsimple's Customer Service score was rated 2.9 stars by customers who have used Wealthsimple's products/services for 1 to 2 Years.
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Wealthsimple Customer Service vs. Competitors
Compared to its competitors, Wealthsimple's Customer Service score is rated right above SigFig, and is preceded by Personal Capital.
| COMPANY | Customer Service Score | |
|---|---|---|
| Questrade | 5/5 |
| Wealthfront | 3.5/5 |
| Personal Capital | 3.5/5 |
| Wealthsimple | 3.1/5 |
| SigFig | 3.1/5 |
| Openfolio | N/A |
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Wealthsimple as an Employer
2.8/5
Wealthsimple has a 2.8/5 stars for its overall company culture rated by their employees
bottom
15%
Consumer vs. Employees
Wealthsimple scored a 0 for Net Promoter Score and a -70 for Employee Net Promoter Score. NPS gauges how likely a customer of Wealthsimple would recommend the brand to a friend. ENPS measures how likely Wealthsimple employees would recommend working at Wealthsimple to a friend.
Net Promoter Score
0
NPS Score
| 38% | Promoters |
|---|---|
| 24% | Passive |
| 38% | Detractors |
Employee Net Promoter Score
-70
eNPS Score
| 10% | Promoters |
|---|---|
| 10% | Passive |
| 80% | Detractors |
