FactSet Research Systems Inc. FDS

Company Overview

FactSet Research Systems Inc. is a global financial data and analytics company that provides integrated information, analytical tools, and technology solutions to investment professionals. The company operates within the financial information services and capital markets technology industries, serving asset managers, asset owners, investment banks, wealth managers, and corporate clients. FactSet’s core value proposition is the delivery of comprehensive, multi-source financial data through a unified platform designed to support investment research, portfolio management, risk analysis, and financial reporting.

The company generates the vast majority of its revenue through subscription-based services, which are primarily driven by its workstation and enterprise data offerings. FactSet differentiates itself through deep data integration, customizable analytics, and long-term client relationships with high retention rates. Founded in 1978 by Howard Wille and Charles Snyder, FactSet initially focused on consolidating financial data for investment professionals and has evolved into a global provider of analytics, content, and workflow solutions through organic development and targeted acquisitions.