F
FactSet
We help financial professionals stay ahead of market trends, access company & industry intelligence, monitor portfolio risk and performance, and execute trades
About FactSet
FactSet is a leading provider of financial data and software solutions, serving investment professionals worldwide. The company operates in the financial services market, offering a range of products that cater to asset managers, investment bankers, wealth advisors, and other financial professionals. FactSet's primary business model revolves around providing subscription-based access to its comprehensive suite of financial data and analytics tools.
FactSet's offerings include market data, fixed income data, and research management tools. These tools help clients make informed investment decisions by providing them with real-time data, historical data, and advanced analytics. For example, FactSet's market data services offer insights into stock performance, earnings reports, and market trends, while its fixed income data services provide detailed information on bonds and other debt instruments.
The company generates revenue primarily through subscription fees. Clients pay for access to FactSet's data and analytics platforms, which are designed to be flexible and customizable to meet the specific needs of different types of financial professionals. FactSet also offers value-added services such as consulting and support, which help clients maximize the utility of their subscriptions.
FactSet is known for its commitment to client service and innovation. The company continually updates its platforms to incorporate the latest financial data and analytical techniques. This dedication to quality and service has earned FactSet a reputation as an industry leader.
In summary, FactSet provides essential financial data and analytics tools to investment professionals, helping them make better investment decisions. The company operates on a subscription-based model, offering a range of customizable solutions to meet the diverse needs of its clients.
Source: Dealroom company dataAt a glance
- Status
- Listed
- Founded
- 1978
- Headquarters
- Norwalk, United States
- Listing
- IPO 1996
- Employees
- 15,311
- Open positions
- 77
- Dealroom signal
- 75.2/100
- Industry
- Fintech, Real Estate
- Sector
- Fintech, Market Intelligence, Cash Management, European Defence Fund
- Client focus
- b2b
- Investment activity
- 30 companies, latest Sep 2026
- Capital deployed
- $75M
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| OtherOther financing | Sep 2026 | $0 | — | Undisclosed | ↗ |
| POST IPO EQUITY✓Other financing | Mar 2026 | $317M | — | BAMCO | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for FactSet is 1.7M monthly website visits, up 132.9% over the last three months. FactSet's team grew 16% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
| Company | Headquarters | Status | Employees | Total funding | Valuation |
|---|---|---|---|---|---|
 TesorioCash management platform that streamlines B2B collections, currency exposure analysis, and cash flow forecasting |
San Francisco, United States | Operational | 41 | $34M | $68M |
 Floz, Inc.AI treasury management for real estate finance. |
Draper, United States | Operational | |||
 Retention TrackConstruction retention money tracking and recovery software. |
O'connor, Australia | Operational | |||
 Groundwork FinancialConstruction-focused accounting and fractional CFO services. |
— | Operational | |||
 Real CommissionsCommission advance financial services for real estate agents. |
Atlanta, United States | Acquired | |||
 NexGen CommissionsAdvance payments on pending real estate commissions. |
United States | Operational | |||
 Frame CFOFractional CFO and controller services for construction companies. |
Dallas, United States | Operational | |||
 Lease NinjaFintech |
— | Operational |
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
BCC GroupRodgau, GermanyBCCGI – Empowering Market Data
→
Finster AILondon, United KingdomDeveloper of AI software for financial markets empowers institutional investors to integrate diverse data sources accurately, ensuring reliable and secure client satisfaction
$48Mvaluation
BondCliQNew York City, United StatesThe first central market system for US corporate bonds and is designed to improve institutional trading in the $8 trillion credit market
→
Liquidity BookNew York City, United StatesA SaaS-based provider of buy and sell-side trading solutions
$243Mvaluation
IrwinToronto, CanadaA leading provider of capital markets-focused technology with a mission to seamlessly connect the world’s capital seekers and allocators
$120Mvaluation
BMLL TechnologiesLondon, United KingdomOperates cloud based technology platform that offers machine learning and inference framework
$130Mvaluation
AIdentifiedConcord, United StatesAidentified – AI-driven relationship mapping and sales prospecting
$50Mvaluation
AccelexLondon, United KingdomA data acquisition, analytics and reporting solution for investors and asset servicers
$74Mvaluation
idacitiNew York City, United StatesFinancial data for every business function.
$5.2Mvaluation
CS
CUSIP Global ServicesNew York City, United StatesGlobal provider of integrated financial information and analytical applications
$1.9Bvaluation
CobaltBoston, United StatesCobalt offers an integrated solution for portfolio monitoring and reporting for private equity and venture capital firms
→
TruValue LabsSan Francisco, United StatesThe new investment fundamentals. Harness the power of artificial intelligence and alternative data to drive alpha
$54Mvaluation
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later2 investors entered at this stage
Merit Financial Group
BAMCO
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about FactSet on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See FactSet’s full profile on Dealroom
Request a free trial to see the complete deal history, financials, people graph and growth signals.
Takes under a minute. Already use Dealroom? Log in.