Company Overview
About FactSet
FactSet Research Systems is a leading global financial data and portfolio analytics platform founded in 1978 by Howard Wille and Charles Snyder, headquartered in Norwalk, Connecticut and trading on Nasdaq (FDS). The company reported $2.19 billion in revenues for fiscal year 2024 (ending August 31), serving approximately 8,200 clients and 216,000 individual users across asset management, investment banking, hedge funds, private equity, and wealth management. FactSet's open, flexible platform integrates proprietary financial data with third-party content providers, enabling portfolio analytics, research workflow, and client reporting for buy-side and sell-side professionals worldwide.
Business Model & Competitive Advantage
FactSet differentiates through its curated, normalized financial data—covering over 100,000 securities globally—combined with deep portfolio analytics capabilities including risk modeling, attribution analysis, and ESG scoring. Unlike Bloomberg Terminal's closed ecosystem, FactSet embraces an open API architecture that integrates with order management systems, Excel, and third-party data providers, reducing workflow friction for institutional investors. The company's 2023 acquisition of LiquidityBook expanded its capabilities into execution management systems (EMS) and order management systems (OMS), addressing the front-office workflow needs of quantitative and systematic asset managers. FactSet's superior client retention rates—consistently above 90%—reflect deep embedding in research and investment workflows.
Competitive Landscape 2025–2026
In 2025-2026, FactSet competes primarily with Bloomberg Terminal (private), LSEG's Refinitiv/Workspace, S&P Global Market Intelligence (SPGI), and Morningstar (MORN) for institutional financial data subscriptions. The proliferation of alternative data—satellite imagery, credit card transaction data, web scraping—has created a market for curated data aggregation where FactSet's curation expertise is valuable. AI-driven investment research tools are reshaping analyst workflows, with FactSet integrating large language model capabilities for earnings call analysis and research summarization. Private markets data coverage expansion addresses the growing allocation of institutional capital to alternatives where standardized financial data is scarce.
The FactSet Story
Founders
Company Timeline
Major milestones in FactSet's journey
Leadership Team
Meet the leaders behind FactSet
Philip Snow
Philip Snow has served as CEO since July 2015, joining FactSet in 1996 as a consultant. He spent several years establishing the company's Asia Pacific presence in Tokyo and Sydney before returning to the U.S. in 2000 to hold various Sales leadership roles. Under his leadership over the past decade, FactSet has more than doubled its revenue and delivered annualized double-digit EPS growth and total shareholder return. He holds a Bachelor's degree in Chemistry from UC Berkeley, a Master's of International Management from Thunderbird School of Global Management, and is a CFA charterholder. Snow will transition to a senior advisor role in September 2025.
Sanoke Viswanathan
Sanoke Viswanathan is a longtime executive at JPMorgan Chase and has been appointed to succeed Phil Snow as CEO effective September 2025. His extensive experience in financial services and technology positions him to lead FactSet's next phase of growth and innovation.
Helen L. Shan
Helen Shan has served as CFO and Executive Vice President since July 2024, having previously held the CFO role from 2018 to 2021 before serving as Chief Revenue Officer. She brings extensive financial leadership experience from her prior roles as CFO of Mercer and Vice President and Treasurer of Marsh & McLennan Companies. She is responsible for global financial reporting, financial operations, treasury, corporate development, and investor relations.
Katherine M. Stepp
Kate Stepp has served as CTO and Executive Vice President since 2022, overseeing the company's technological strategy and ensuring seamless integration of innovative solutions. She previously served as Senior Director of Product Management and Senior Vice President and Director of Engineering for Research Solutions. She holds a BS in Computer Science from Carnegie Mellon University and leads FactSet's team of technology experts driving advancements that align with the company's mission.
Christopher McLoughlin
Christopher McLoughlin has served as Executive Vice President and Chief Legal Officer since 2024, overseeing all legal matters, compliance, and corporate governance for the organization.
Robin A. Abrams
Robin Abrams has served as Chairwoman of FactSet's Board of Directors since 2020, bringing extensive governance and strategic oversight experience to guide the company's long-term direction.
Open Positions
Reddit Discussions
Key Differentiators
Market Leader
FactSet is recognized as a market leader in the Consumer Finance sector, demonstrating strong industry presence and customer trust.
Enterprise Scale
With $2190M in revenue, FactSet operates at enterprise scale with proven market validation.
Frequently Asked Questions
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