Smith & Williamson
Smith & Williamson is a UK-based financial services firm providing investment management, financial planning, tax advisory, and professional services to private clients, families, businesses, and charities. The company generates revenue through fees on assets under management, advisory retainers, and professional service engagements. It operates as part of the wealth management and professional services group Evelyn Partners following a rebrand and merger.
- Wealth & Investment Software
- Revenue
- $750.0M
- Employees
- 3,000
- Founded
- 1881
- Headquarters
- Londonderry County Borough, United Kingdom
What 9 Arbolus experts think of Smith & Williamson
NPS scores are positive overall, with values ranging from 5 to 9, median at 7.5. 50% of respondents indicate clear intent to renew, while 50% are unsure. Stickiness remains high, with 75% of customers using the solution for more than a year. Positive sentiment is driven by long-term users and high spenders who show elevated NPS and renewal confidence, while new or low spend customers express more caution.Overall Customer Sentiment: Positive
Who reviewed Smith & Williamson
- C-Suite 67% (6)
- Director 33% (3)
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Sentiment
11 Net Promoter Score, from 9 scored reviews- Promoters 2
- Passives 6
- Detractors 1
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 38%Plan to renew, by seniority
- 40% 5 answers
- 33% 3 answers
- 7.7/10 Average score from customers who will renew
- 7/10 Average score from undecided customers
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