FactSet Research Systems Inc.

Founded in 1978 and headquartered in Norwalk, Connecticut, FactSet is a public financial-information company whose products combine market and company data, analytics, workflow tools, APIs, and client-service capabilities. It serves asset managers, banks, hedge funds, wealth managers, private-capital firms, corporations, and other financial institutions.

FactSet is strongest in integrated investment workflows: research, portfolio analytics, screening, risk, reporting, data delivery, and financial modelling. Its platform aggregates third-party and proprietary content into managed databases and supports delivery through workstations, cloud products, APIs, data feeds, and Microsoft Office tools.

The company is also expanding its AI capabilities, including AI-enabled research and agentic workflows developed with technology partners. For students, FactSet is best understood as a financial-technology and data-platform firm rather than an investment manager or advisory bank.