FactSet

FactSet is a US-based financial data and analytics provider serving investment professionals, asset managers, hedge funds, and corporate finance teams. Headquartered in Connecticut, FactSet offers a wide suite of tools for portfolio analysis, research, risk management, ESG integration, and financial modelling. The platform aggregates and integrates content from thousands of global sources, with proprietary datasets and deep customisation capabilities. FactSet’s software is widely used across front, middle, and back office functions, often integrated with Excel, trading systems, and client reporting tools. It has invested heavily in artificial intelligence, APIs, and open data architecture, allowing firms to build tailored investment workflows and automate insights. FactSet competes with larger incumbents like Bloomberg and Refinitiv, but is known for its nimble product development, transparent pricing, and strong customer service. It is increasingly positioning itself as a next-gen solution for data-driven investment processes.