FactSet

Norwalk, United States Founded: 1978 • Age: 48 yrs
Financial data and analytics solutions are provided for investment professionals.
Annual revenue $2.2B Latest available
Total funding - 4 rounds
Employees 12400 Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

About FactSet

FactSet is a company based in Norwalk (United States) founded in 1978 by Howard Wille and Charles Snyder. It operates as a SaaS (Software-as-a-Service) and Subscription Services. The company has 12,400 employees as of August 31, 2024. FactSet has completed 23 acquisitions, including BI-SAM, BTU Analytics and CUSIP Global Services. FactSet offers products and services including Financial Data Platform and Market Insights. FactSet operates in a competitive market with competitors including Morningstar, IHS Markit, Intercontinental Exchange, CME Group and Bloomberg, among others.

  • Headquarter Norwalk, United States
  • Employees 12400 as on 31 Aug, 2024
  • Founders Howard Wille, Charles Snyder
  • Stage Public
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Factset Research Systems Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $2.2 B (USD)
    5.64
    as on Aug 31, 2024
  • Net Profit
    $537.13 M (USD)
    14.73
    as on Aug 31, 2024
  • EBITDA
    $868.12 M (USD)
    5.49
    as on Aug 31, 2024
  • Latest Funding Round
    $162.09 K (USD), Grant

    Dec 28, 2021

  • Investors
  • Employee Count
    12400

    as on Aug 31, 2024

  • Investments & Acquisitions
    BI-SAM

    & 22 more

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IPO & Listings of FactSet

FactSet is a publicly listed company on the NYSE with ticker symbol FDS in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NYSE · Ticker: FDS · Sector: Technology services · USA

Products & Services of FactSet

FactSet offers a comprehensive portfolio of products and services, including Financial Data Platform and Market Insights.

Product name locked
Category locked
Primary

Financial data is provided for market analysis purposes.

Product name locked
Category locked
Locked

Market insights are delivered for investment decision support.

People of FactSet

Headcount 10000+
Employee Profiles 429
Board Members and Advisors 11
Employee Profiles
People
Stephanie van
Vice President, Global Account Manager
People
Becky Swig
Lead Strategic Consultant
People
Ivan Bonsignore
Vice President, Regional Director - Southern Europe
People
Vijay Ganapathy Manavalan
Vp, Principal Software Engineer

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Board Members and Advisors
people
Siew Kai Choy
Director
people
Lee Shavel
Director
people
Robin A. Abrams
Director
people
Malcolm Frank
Director

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Funding Insights of FactSet

Investors in FactSet

FactSet has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include European Union.

All
Institutional
Investor Description Founded Year Domain Location
Government entites focused on freedom, democracy, equality and the rule of law, promoting peace and stability
Locked Locked Locked
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Investor details for FactSet

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by FactSet

FactSet has strategically engaged in corporate development activities, having acquired 23 companies. Notable acquisitions include BI-SAM, BTU Analytics and CUSIP Global Services.

Investments
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Investment portfolio details for FactSet

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Irwin is recognized as a provider of investor relations software solutions.
Locked Locked 2018 Locked
Logo design tools and databases are provided for business professionals.
Locked Locked 2015 Locked
Natural gas and oil analysis and consulting services are provided.
Locked Locked 2014 Locked
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Complete acquisition details for FactSet

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - FactSet

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Detailed financials for FactSet

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Factset Comparisons

FactSet Primary company
Description
Financial data and analytics solutions are provided for inve...
Location
Norwalk, United States
Founded Year
1978
Annual Revenue
$2.2 B (USD)
Net Profit
$537.13 M (USD)
EBITDA
$868.12 M (USD)
Employees
12,400
As of 2024
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Peer comparison for FactSet

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of FactSet

FactSet operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Morningstar, IHS Markit, Intercontinental Exchange, CME Group and Bloomberg, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Financial data and investment advisory tools are offered online.
Locked Locked Locked
Online data source platform for information, analytics, and solutions for governments and financial markets
Locked Locked Locked
Private and financial market data analytics solutions are provided.
Locked Locked Locked
Online trading and financial data exchange marketplace for capital assets
Locked Locked Locked
Provider of financial data to enterprises
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of FactSet

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Factset

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Complete news archive for FactSet

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about FactSet

FactSet was founded in 1978 and raised its 1st funding round 42 years after it was founded.

FactSet is headquartered in Norwalk, United States.

As of Aug 31, 2024, the latest employee count at FactSet is 12,400.

Annual revenue of FactSet is $2.2B as on Aug 31, 2024.

Financial data and analytics are offered by FactSet to support investment professionals. Services are focused on market analysis, portfolio management, and risk assessment. Solutions are tailored for asset managers, hedge funds, and financial institutions across global markets. Comprehensive datasets and insights are delivered through a technology-driven platform.

FactSet's top competitors include Morningstar, IHS Markit and CME Group.

FactSet offers Financial Data Platform and Market Insights.

Yes, FactSet is publicly traded on NYSE under the ticker symbol FDS.

FactSet has made 23 acquisitions, including BI-SAM, BTU Analytics, and CUSIP Global Services.

FactSet has 1 investor. Key investors include European Union.

The ticker symbol of FactSet is FDS on NYSE.

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