Financial data, research workstation and portfolio analytics for investment managers, bankers, wealth firms and corporates.

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About FactSet

FactSet supplies financial data and software that investment professionals use to research markets, build portfolios and report to clients. It aggregates company financials, estimates, prices, ownership, private markets and alternative data, and delivers it through a desktop and web workstation, data feeds, APIs and cloud data platforms. Its analytics tools measure portfolio performance, attribution and risk, while order and portfolio management systems support trading workflows. Additional offerings cover private capital portfolio monitoring, wealth management advisory tools and investor relations. Generative AI features help users search content and draft materials. Clients include asset managers, hedge funds, investment banks, wealth managers, private equity firms and corporate finance teams.

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Tech stack

17

17 tools across 5 domains: Tech & Product 71%, Business 12%, Productivity & Collaboration 6%, Finance & Legal 6%, HR 6%. Including AI Assistants, Coding Tools, Identity & Access Management, Backend & Cloud Platforms.

Welcome to the JungleRecruiting
IBMCoding Tools
DremioData Warehouses & Lakehouses
and 14 more

Clients

1
University of Michigan
About
Founded1978
HeadquartersNorwalk, USA
Employees> 10 000
factset.com