FactSet Research Systems Inc.

FactSet Research Systems Inc., commonly known as FactSet, is an American financial data and software company that provides integrated financial information, analytical applications, and services to the global investment community. Headquartered in Norwalk, Connecticut, FactSet's core mission is to empower investment professionals with the tools and insights necessary to make informed decisions and gain a competitive edge in the market. The company achieves this by consolidating financial data from numerous resources into a single platform and offering robust analytical capabilities.

FactSet offers a comprehensive suite of products and services tailored for global buy-side and sell-side professionals, including portfolio managers, investment bankers, hedge funds, and wealth managers. Key offerings include the FactSet Workstation, which provides real-time news and quotes, company and portfolio analysis, and various screening and optimization tools. The company also delivers data feeds, APIs, and professional services such as implementation, training, and customized analytics development. Recent innovations include AI-powered solutions like FactSet Mercury, a conversational knowledge engine, and Pitch Creator, an AI-powered tool for streamlining pitchbook creation.

FactSet has demonstrated consistent growth, with 44 consecutive years of revenue growth and 28 consecutive years of adjusted earnings growth as a public company. The company joined the S&P 500 in December 2021 and made a significant acquisition of CUSIP Global Services in 2022. FactSet is actively investing in and integrating Generative AI across its platform, exemplified by its "Intelligent Initiative" and recent partnerships with J.P. Morgan for Whole Portfolio Distribution and Finster AI for an AI-native banking platform. Sanoke Viswanathan serves as CEO, and Helen L. Shan is the CFO. The company's strategic focus on data quality, innovative technology, and client service solidifies its strong market presence in the financial information services sector.