What is FactSet's business focus and history?
FactSet is a publicly traded financial data and software company headquartered in Norwalk, Connecticut, founded in 1978 by Howard Wille and Charles Snyder. It provides integrated financial information and analytical applications to investment professionals. FactSet has over 12,800 employees and reported a revenue of $2.3 billion in 2025. The company has made strategic acquisitions, including LiquidityBook in February 2025, and has been recognized as one of TIME’s America’s Best Mid-Size Companies 2025.
FactSet Corporate Details & Core Services
FactSet is a global financial data and software company that provides integrated financial information, analytical applications, and client services to investment professionals.
FactSet Contact Information & Official Links
What are FactSet's Key Business Metrics & Stats?
No of employees 12800
Founded year 1978
Type public
SAICS CODE 7374
NAICS Code 511210
Industry Financial Services
Location Norwalk, Connecticut, United States
Stock Name FDS (NYSE)
Pricing Strategy Subscription-based, Enterprise licensing
FactSet
FDS (NYSE)
Firmographic Snapshot
2026
1978
Founded Year
12800
Global Employees
United States
Headquarters
Financial Services Industry
Public
Type
Verified by
DexterAgent.ai
How much funding has FactSet raised to date?
Name
Description
Latest Valuation
9.4 Billion (USD)
What are FactSet's Core Products?
Name
Description
FactSet Workstation
A platform providing financial data and analytics for investment professionals.
FactSet Mercury
An AI-powered knowledge agent for digital workflows and decision-making.
FactSet Pitch Creator
A GenAI-powered solution for pitchbook creation for investment banks.
What are the latest developments at FactSet?
Date
Type
Description
February, 2025
acquisition
FactSet acquired LiquidityBook for $246.5 million.
December, 2025
partnership
FactSet announced a strategic partnership with Arcesium to deliver a unified investment-management offering.
What industry awards and recognitions has FactSet received?
Date
Type
Description
September, 2025
workplace
Named one of TIME’s America’s Best Mid-Size Companies 2025.
September, 2025
workplace
Recognized by U.S. News & World Report as one of the Best Companies to Work For 2025–2026.
FactSet VS Bloomberg L.P. VS London Stock Exchange Group VS S&P Global : 2026 Comparison
Feature
FactSet
Bloomberg L.P.
London Stock Exchange Group
S&P Global
Core Strengths FactSet Workstation, FactSet Mercury, FactSet Pitch Creator
Bloomberg Terminal, Bloomberg News, Bloomberg Television, Bloomberg Radio, Bloomberg Businessweek, Bloomberg Markets
FTSE Russell, LSEG Workspace, LCH
S&P Global Ratings, S&P Global Market Intelligence, S&P Global Energy, S&P Global Mobility, S&P Dow Jones Indices
Founded Year 1978
1981
1698
1860
Stock Name/Ticker FDS (NYSE)
LSEG (London Stock Exchange), LS4C (Frankfurt Stock Exchange), LSEGY (OTC Markets)
SPGI (NYSE)
Type public
private
public
public
Global Employees 12800
26000
26251
42350
Revenue (Annual) $2.3 Billion(2025)
$15 Billion(2024)
$11.4 Billion(2025)
$14.2 Billion(2024)
Headquarters Norwalk, Connecticut, United States
New York, New York, United States
London, United Kingdom
New York, New York, United States
Latest Valuation $9.4 Billion
$0
$38.1 Billion
LATEST REVENUE (TRILLIONS USD)
EMPLOYEE COUNT (THOUSANDS)
INNOVATORS
VISIONARIES
DISRUPTORS
GIANTS
Bloomberg L.P.
15 | 26000
London Stock Exchange Group
11.4 | 26251
S&P Global
14.2 | 42350
Competitive Landscape 2026
DexterAgent.ai
What are FactSet's official legal and registration details?
Name
Description
Legal Name
FactSet Research Systems Inc.
Cin number
GST number
Registration number
0001013237
Who is in FactSet's executive leadership team?
Name
Designation
CEO
Sanoke Viswanathan
Chief Financial Officer
Helen L. Shan
Chief People Officer
Catrina Harding
Chief Revenue Officer
Goran Skoko
Chief Technology Officer
Kate Stepp
Head of Investor Relations
Kevin Toomey
Where are FactSet's primary office locations?
City
Country
London
United Kingdom
Manila
Philippines
New York
United States
Tokyo
Japan
Sydney
Australia
What are the current business signals and market intelligence for FactSet?
Spending next 3 months
AI integration, Product development, Strategic partnerships
Pain points
Data integration, Workflow efficiency, Regulatory compliance
Sales motion
Direct sales, Enterprise solutions, Subscription-based services
Buyer Persona
Portfolio managers, Research analysts, Risk managers
Type of customer
Institutional asset managers, Investment bankers, Wealth managers, Hedge funds, Corporate users
Key customer domain
jpmorgan.com, morganstanley.com, goldmansachs.com
Annual ACV
$100,000 - $500,000
What is FactSet's annual revenue history?
Year
Revenue (USD)
2025
2.3 Billion
What are FactSet's risk management and compliance ratings?
GDPR RIsk
Yes
Privacy Risk
Yes
Company Ratings
3.8
Glassdoor Rating
3.8
Saas
Yes
Offline Stores
No
Service
Yes
Ecommerce
No
Exporter
Yes
Mobile App
Yes
Retail
No
B2B
Yes
B2C
No
Manufacturing
No
Wholesale
No
Importer
No
