
FactSet
Financial data, research workstation and portfolio analytics for investment managers, bankers, wealth firms and corporates.
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Claim this pageAbout 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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1717 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.
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University of Michigan