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FactSet Research Systems›
Analysis
AddedFeb 19, 2024
UpdatedJun 8, 2026
FactSet Research Systems

FactSet Research Systems

Public

Financial data and analytics company serving investment professionals worldwide.

HQ
Norwalk, CT, US
Founded
1978
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Contents

  1. 01Executive Summary
  2. 02Products & Services
  3. 03Competitive Strengths
  1. 01Executive Summary
  2. 02Products & Services
  3. 03Competitive Strengths

Memo

FactSet underwent a CEO succession in 2025. Phil Snow retired as CEO after a 30-year career at FactSet including 10 years as CEO, with Sanoke Viswanathan appointed as the new Chief Executive Officer effective September 2025. Viswanathan joined from JPMorgan Chase where he served as CEO of International Consumer and Wealth and a member of the Operating Committee. Under Viswanathan, FactSet has restructured its technology leadership with Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, both appointed March 2026.

FactSet is a financial data and analytics company, not an investment firm. The company provides integrated data feeds, analytics, and workstation software to investment professionals, serving over 9,000 client institutions and 241,000 users worldwide. Its flagship platform FactSet Workstation connects advanced analytics, essential data, and research tools. The company also operates the Open:FactSet Marketplace with over 300 data feeds and APIs.

Product Overview

FactSet provides integrated financial data and analytics software to investment professionals worldwide. Its flagship FactSet Workstation combines market data, portfolio analytics, research management, and risk tools in a unified platform.

The company operates the Open:FactSet Marketplace with over 300 data feeds and APIs. Additional products include FactSet Research Management Solutions for collaboration, Portware for trade order management, and StreetAccount for real-time news and summaries. FactSet serves asset managers, investment banks, wealth managers, and private equity firms.

Competitive Advantages

FactSet benefits from a highly integrated workflow platform that combines proprietary and third-party data within a single interface. The Open:FactSet Marketplace strategy allows clients to access alternative data and specialized content without switching systems.

The company maintains subscription renewal rates above 95 percent, reflecting deep embedding in client investment processes. FactSet serves a diversified client base spanning asset managers, hedge funds, private equity, and wealth advisors. Its workstation-based model creates natural cross-selling opportunities for analytics and data feeds.