FactSet Research Systems Inc - Company Profile
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FactSet Research Systems Inc (FactSet) is a financial digital platform and enterprise solutions provider. The company focuses on delivering data, analytics, and technology to support investment workflows for financial professionals. FactSet's major products and services include workstations, portfolio analytics, enterprise data solutions, and managed services. FactSet is associated with the CUSIP Global Services (CGS) brand, which supports security master files for the investment industry. FactSet serves a diverse clientele, including institutional asset managers, bankers, wealth managers, asset owners, hedge funds, corporate users, and private equity and venture capital professionals, facilitating investment research, portfolio management, and risk assessment. It operates through a network of offices and data centers across the Americas, EMEA, and Asia Pacific regions. The company has operations across North, Central, and South America, Europe, the Middle East, Africa, Asia, and Australasia. FactSet is headquartered in Norwalk, Connecticut, the US.
Headquarters
United States of America
Address
7th Floor, 45 Glover Avenue, Norwalk, Connecticut, 06850
Website
www.factset.com
Telephone
1 203 8101000
No of Employees
12,840
Industry
Business and Consumer Services
Ticker Symbol & Exchange
FDS (NYSE)
Revenue (2024)
$2.3B
5.4%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
11.2%
(2024 vs 2023)
Market Cap*
$8.5B
Net Profit Margin (2024)
XYZ
5.5%
(2024 vs 2023)
* As of and is in US$
FactSet Research Systems Inc premium industry data and analytics
Products and Services
| Services |
|---|
| Artificial Intelligence Solutions |
| Banker Efficiency |
| Data Solutions |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Contracts/Agreements | In April, the company expanded its partnership with J.P. Morgan to introduce the first Whole Portfolio Distribution solution, available through FactSet and powered by Fusion by J.P. Morgan. |
| 2026 | New Products/Services | In March, the company integrated AI-driven financial crime risk management tools into its Workstation. |
| 2026 | Contracts/Agreements | In March, the company signed a partnership with Finster AI to enhance newly launched AI-driven workflow automation platform for banking. |
Competitor Comparison
| Key Parameters | FactSet Research Systems Inc | S&P Global Inc | Thomson Reuters Corp | MSCI Inc | Refinitiv Ltd |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | Canada | United States of America | United Kingdom |
| City | Norwalk | New York | Toronto | New York City | London |
| State/Province | Connecticut | New York | Ontario | New York | England |
| No. of Employees | 12,840 | 44,500 | 27,100 | 6,319 | 2,041 |
| Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Malcolm Frank | Chairman | Executive Board | 2016 | 59 |
| Sanoke Viswanathan | Chief Executive Officer; Director | Executive Board | 2025 | 50 |
| Joshua B. Warren | Chief Financial Officer | Senior Management | 2026 | - |
| Bob Stolte | Chief Technology Officer | Senior Management | 2026 | - |
| Christopher McLoughlin | Executive Vice President; Secretary; Chief Legal Officer | Senior Management | 2024 | 46 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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