"Digital interfaces such as websites and apps are increasingly the first point of contact between wealth management providers and their customers or prospects. Highlighting a brand’s commitment to delivering a top-notch, secure digital experience reinforces trust, elevates brand perception, and ultimately drives greater customer satisfaction and loyalty."
- Kapil Vora, Senior Director of Wealth Intelligence at JD Power
JD Power U.S. Wealth Management Digital Experience Study
The study evaluates digital experiences of wealth management firms, inclusive of both apps and websites, based on four factors: design, system performance, tools/capabilities, and information/content.
The study evaluates digital experiences of wealth management firms, inclusive of both apps and websites, based on four factors: design, system performance, tools/capabilities, and information/content.
Announcing the Top-Ranked Wealth Management Firms for Digital Experience Excellence
The results are in! Find out which wealth management firms rank highest for digital experiences in the full-service and self-directed segments and explore key insights from the JD Power 2025 U.S. Wealth Management Digital Experience Study.
Licensing Opportunities
Award Information
Top-ranked brands in each award-eligible study will have the opportunity to enter into a licensing agreement through the JD Power Awards Program.
Top-ranked brands in each award-eligible study will have the opportunity to enter into a licensing agreement through the JD Power Awards Program.
Award Merchandise
Active licensees can purchase a wide array of merchandise including trophies, lapel pins, key chains, apparel and more, to commemorate their achievement.
Active licensees can purchase a wide array of merchandise including trophies, lapel pins, key chains, apparel and more, to commemorate their achievement.
Performance Reports
Brands that perform above the industry average can commission JD Power Performance Reports to highlight their performance with qualified audiences.
Brands that perform above the industry average can commission JD Power Performance Reports to highlight their performance with qualified audiences.
Wealth Awards in Action
JD Power Awards provide the highest-performing companies within our benchmarking studies the chance to let consumers know that they put their customers first. As the trusted symbol of the Voice of the Customer, our awards help companies increase consumer consideration and ensure that the top-ranking brands stand out in the crowd.
JD Power Awards provide the highest-performing companies within our benchmarking studies the chance to let consumers know that they put their customers first. As the trusted symbol of the Voice of the Customer, our awards help companies increase consumer consideration and ensure that the top-ranking brands stand out in the crowd.
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If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.