FactSet

FactSet provides financial data, analytics and workflow software for asset managers, wealth managers, bankers and other investment professionals. Its FactSet Workstation, portfolio analytics, trading tools, data feeds and APIs support investment research, portfolio construction and trade execution. Developers can use curated datasets and APIs to build AI workflows, while its platform connects proprietary financial data with third-party sources and clients’ own datasets.

Founded in 1978 by Howard E. Wille and Charles J. Snyder, FactSet is now led by CEO Sanoke Viswanathan, who took the role in 2025. Its data architecture uses entity identifiers, symbology and concordance to align securities across asset classes with reference data and portfolio holdings. This connects otherwise disparate datasets for analysis, risk management and client reporting, both within and outside FactSet’s platform.

FactSet sells subscription services and reported more than 9,100 clients and 247,000 individual users in July 2026. Its completed 2025 acquisition of LiquidityBook, announced at a gross cash purchase price of $246.5 million, expanded its trading offering with order management and investment book of record capabilities. LiquidityBook’s integration with the Workstation links research and portfolio construction to order creation and execution, extending FactSet’s role across the investment workflow.