FactSet

FactSet Research Systems Inc. stands as a premier provider of financial data and analytics solutions, serving the global investment community with a comprehensive digital platform that integrates over 800 data sources across all asset classes and markets. Founded in 1978 by Howard Wille and Chuck Snyder, two visionaries who met at the Stanford Research Institute, FactSet has evolved from a pioneering financial data terminal company into a sophisticated technology powerhouse that empowers nearly 216,000 individual users across 8,200 global clients. The company's flagship FactSet Workstation delivers real-time data, robust analytics, and powerful AI-driven tools tailored for buy-side and sell-side professionals including portfolio managers, equity researchers, investment bankers, risk managers, and fixed income analysts.

Headquartered in Norwalk, Connecticut, FactSet has demonstrated remarkable consistency and growth throughout its 47-year history. The company went public on the New York Stock Exchange in 1996 under the symbol FDS and joined the prestigious S&P 500 index in December 2021. For fiscal year 2024, FactSet reported revenues of $2.2 billion with an impressive adjusted operating margin of 37.8%, reflecting strong operational efficiency and market leadership. The company has achieved 38 consecutive years of revenue growth and 22 years of consecutive adjusted earnings per share growth, a testament to its resilient business model and consistent execution. With approximately 12,800 employees globally, FactSet maintains a strong presence across major financial centers while continuing to innovate in areas such as artificial intelligence, real-time data analytics, and integrated workflow solutions.

FactSet's strategic vision focuses on leveraging cutting-edge technology to improve client workflows and deliver superior investment intelligence. In 2024, the company launched several AI-powered solutions including Portfolio Commentary and Transcript Assistant, alongside its new Data as a Service (DaaS) offering designed to streamline data management for financial institutions. The company has pursued a strategic acquisition strategy to expand its capabilities, most notably acquiring LiquidityBook for $246.5 million in February 2025 to enhance its trading solutions, and Irwin in October 2024 to strengthen its investor relations capabilities. Under the leadership of CEO Philip Snow, who has led the company since 2015, FactSet has more than doubled its revenue and delivered annualized double-digit EPS growth and total shareholder return. As the company prepares for a leadership transition with Sanoke Viswanathan set to become CEO in September 2025, FactSet continues to solidify its position as an indispensable partner to the world's leading investment professionals.

The company's technological infrastructure represents a significant competitive advantage, offering open technology and seamless integration with third-party applications to create a truly unified workflow experience. FactSet's commitment to innovation extends beyond product development to encompass corporate responsibility, workforce diversity, and sustainable business practices. With a market capitalization exceeding $10 billion and a reputation for reliability and innovation spanning nearly five decades, FactSet remains at the forefront of financial technology, continuously adapting to meet the evolving needs of sophisticated institutional investors in an increasingly complex and data-intensive global marketplace.