# FactSet

> FactSet is a public financial-data and software company whose subscription platform connects market data, research, portfolio analytics, trading workflows, APIs, and AI for investment professionals. Founded in 1978 around four-page company reports delivered by bicycle messenger, it now serves 247,766 users and 9,130 clients, competing with Bloomberg, LSEG, and S&P Global by emphasizing configurable workflows, open architecture, connected content, and high-touch support.

- **Founded:** 1978
- **Headquarters:** Norwalk, Connecticut, United States
- **Founders:** Howard Wille (Co-founder and founding CEO), Charles J. "Chuck" Snyder (Co-founder and founding technology leader)
- **Team size:** 12,694 employees as of May 31, 2026.
- **Products:** FactSet Workstation, Portfolio Analytics, Portfolio Management and Trading, Wealth Management Platform, Data Feeds, APIs, and Enterprise SDK
- **Notable:** Joined the S&P 500 in 2021., Recorded more than 45 consecutive years of annual revenue growth through fiscal 2025., Reached $2.3217 billion in fiscal 2025 revenue.

## Products & services

- **FactSet Workstation** — An integrated research, market-data, analytics, portfolio, and workflow environment connecting more than 800 proprietary, third-party, and client data sources.
- **Portfolio Analytics** — Multi-asset performance, attribution, risk, exposure, scenario, and reporting tools with managed data checks and reconciliation.
- **Portfolio Management and Trading** — Front-office tools spanning portfolio construction, compliance, order management, execution, and post-trade analytics, expanded through LiquidityBook.
- **Wealth Management Platform** — Advisor dashboards, prospecting, proposals, model portfolios, client reporting, widgets, and CRM-connected workflows.
- **Data Feeds, APIs, and Enterprise SDK** — Programmatic access to financial content and analytics through feeds, cloud delivery, APIs, and SDKs for .NET, Java, Python, and TypeScript.
- **FactSet Intelligence** — A modular AI stack for search, chat, transcript analysis, portfolio commentary, pitch creation, and agentic financial workflows grounded in governed data.
- **CUSIP Global Services** — Security identifiers and reference data used in capital-markets operations, acquired from S&P Global and stewarded with the American Bankers Association.
- **Pitch Creator** — An AI-powered workflow that accelerates investment-banking pitchbook creation while keeping work connected to FactSet data.

## Achievements

- Joined the S&P 500 in 2021.
- Recorded more than 45 consecutive years of annual revenue growth through fiscal 2025.
- Reached $2.3217 billion in fiscal 2025 revenue.
- Served 247,766 users and 9,130 clients as of May 31, 2026.
- Maintained annual ASV retention above 95% in the third quarter of fiscal 2026.
- Completed the $1.925 billion acquisition of CUSIP Global Services in 2022, its largest acquisition at the time.
- Acquired LiquidityBook for $246.5 million in cash in 2025 to extend into OMS and IBOR workflows.
- Reported that more than 90% of its top 50 clients used four or more FactSet AI products in the third quarter of fiscal 2026.

## Latest updates

- **2026-08** — FactSet declared its latest quarterly dividend.
- **2026-07** — Expanded its RepRisk partnership for sustainable-investing data and announced Curi Holdings' adoption of Portfolio Analytics.
- **2026-07** — Reported Q3 fiscal 2026 revenue of $622.9 million, organic ASV of $2.486 billion, 9,130 clients, and 247,766 users.
- **2026-06** — Announced strategic AI partnerships with Google Cloud and TIFIN.AI and expanded its Model Context Protocol suite to portfolio analytics.
- **2026-05** — Partnered with Valutico on private-capital valuation workflows.
- **2026-04** — Launched Whole Portfolio Distribution with J.P. Morgan, covering unified analytics across public and private assets.
- **2025-02** — Completed the $246.5 million cash acquisition of LiquidityBook, adding cloud-native OMS and IBOR capabilities.

## Links

- Website: https://www.factset.com/
- LinkedIn: https://www.linkedin.com/company/factset
- Twitter/X: https://x.com/FactSet
- GitHub: https://github.com/factset
- YouTube: https://www.youtube.com/@FactSetSolutions
- Instagram: https://www.instagram.com/lifeatfactset/
- Facebook: https://www.facebook.com/FactSet/

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Profile page: https://yespress.io/factset
Published by YesPress — https://yespress.io
Last updated: 2026-08-13