About
FactSet (NYSE: FDS) provides financial data and analytics to 9,000+ clients and 237K+ investment professionals. Annual revenue of $2.2B with $17B market cap. Serves 95 of top 100 asset managers and ~75% of top 50 investment banks. Launched industry's first production-grade MCP server in 2025 for AI-ready financial data. 95%+ annual retention rate. Investing in generative AI for transcript analysis and research workflows.
Key Facts
- [1]Founded: Founded in 1978 in Norwalk, United States.
- [2]Customers: Key customers include Goldman Sachs, Morgan Stanley, BlackRock.
- [3]Employees: Employee count: 5,000+.
- [4]Website: Official website: factset.com.
- [5]AI Technology: Core AI/ML technologies: Data Platform.
- [6]Region: Region: Americas (United States).
Founders
Howard Wille
Co-founder
Charles Snyder
Co-founder
Key Customers & Partners
AI Technology
Data Platform
Data aggregation and enrichment platforms with minimal ML
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is FactSet?
FactSet (NYSE: FDS) provides financial data and analytics to 9,000+ clients and 237K+ investment professionals. Annual revenue of $2.2B with $17B market cap. Serves 95 of top 100 asset managers and ~75% of top 50 investment banks. Launched industry's first production-grade MCP server in 2025 for AI-ready financial data. 95%+ annual retention rate. Investing in generative AI for transcript analysis and research workflows. FactSet is classified in the Research & Data segment at the Data layer of the financial AI stack.
Who founded FactSet?
FactSet was founded by Howard Wille (Co-founder) and Charles Snyder (Co-founder) in 1978 in Norwalk, United States. The company has been operating for 48 years.
What AI technology does FactSet use?
FactSet primarily leverages Data Platform technology. Data aggregation and enrichment platforms with minimal ML. Within the Research & Data segment, 29 companies use this technology.
What market segment does FactSet operate in?
FactSet operates in the Research & Data market segment. AI research and data companies provide the intelligence layer of the financial ecosystem — processing vast quantities of structured and unstructured data into actionable insights for investors, analysts, and financial institutions.
Where is FactSet headquartered?
FactSet is headquartered in Norwalk, United States. The company operates in the Americas region. The team consists of 5,000+ employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are FactSet's competitors?
Companies similar to FactSet in the Research & Data space include Ocrolus ($142M raised), Tegus ($112M raised), AlphaSense ($1.6B raised), Sentieo (Now AlphaSense) ($69M raised), Uplinq ($18M raised). These companies operate in related areas of financial AI: Ocrolus focuses on ai document automation for lending decisions. Tegus focuses on ai-generated investment research summaries. AlphaSense focuses on ai-powered market and search intelligence. (Based on AIFI Map classification data.)
What products does FactSet offer?
FactSet builds data-layer solutions for the financial services industry. The company's core offering: AI-enhanced financial data and analytics. The platform is powered by Data Platform technology. Notable users include Goldman Sachs, Morgan Stanley, BlackRock.