FactSet Research Systems Inc.

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. Founded in 1978 and publicly traded since June 1996, FactSet is dual-listed on the NYSE and NASDAQ under the symbol "FDS" and has been an S&P 500 member since December 2021. The company delivers financial intelligence to investment professionals worldwide through its open and flexible technologies. As of August 31, 2025, FactSet served approximately 9,000 clients, including over 237,000 investment professionals such as institutional asset managers, bankers, wealth managers, asset owners, hedge funds, corporate users, and private equity and venture capital professionals. Revenues primarily come from subscriptions to multi-asset class data and solutions. FactSet's products and services include workstations, portfolio analytics, and enterprise data solutions. It also offers managed services that support clients' data, performance, risk, and reporting workflows. The company provides financial data and market intelligence on securities, companies, industries, and people, enabling clients to research investment ideas and manage portfolios. Solutions cover the investment lifecycle, including research, portfolio construction, trade execution, performance measurement, risk management, and reporting. Technology offerings include a configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and APIs, with AI embedded to enhance data discovery and automate workflows. The CUSIP Global Services (CGS) business supports security master files used by the investment industry.