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StreetAccount filters and contextualizes news for the world's leading investment professionals. We scan every possible source for corporate and market news, and then filter and provide proprietary con

The FACTSET EVENTS app is your official mobile companion for all FactSet hosted events. Seamlessly check in and get your badge swiftly upon arrival, stay up to date on the event's agenda and sessions.

Delivering exceptional value and service to investment professionals through innovative solutions and responsive support.

Client Focus

Continuously advancing financial technology through AI, data analytics, and integrated workflow solutions.

Innovation

Fostering teamwork and partnerships that drive success for clients and employees alike.

Collaboration

Maintaining the highest standards of accuracy, reliability, and ethical conduct in all business operations.

Integrity

Pursuing operational excellence and continuous improvement in products, services, and processes.

Excellence

FactSet is a leading provider of integrated financial data and analytical applications to the global investment community. The company serves over 216,000 users across 8,200 client firms with real-time market data, comprehensive analytics, and AI-powered workflow solutions.

CISO at FactSet on Phishing

Ask HN: Bloomberg/FactSet/TradingView/Excel users – what's missing?

Philip Snow

CEO & Director

Sanoke Viswanathan

Incoming CEO (September 2025)

Helen L. Shan

CFO & Executive Vice President

Katherine M. Stepp

CTO & Executive Vice President

Christopher McLoughlin

Chief Legal Officer & Executive Vice President

Robin A. Abrams

Chairwoman of the Board

FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion. FactSet provides client support & learning, implementation services, business advisory, data delivery, index services, portfolio data management, and transition services. FactSet's competitors include Bloomberg L.P., LSEG, and S&P Global.

The flagship all-in-one financial data software providing real-time data, robust analytics, and AI-powered tools. Integrates over 800 data sources across asset classes and markets with features including real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization, predictive risk measurements, and fixed-income analytics.

FactSet Workstation

Comprehensive data management solution launched in October 2024 that provides data collection, management, and integration services to financial institutions, streamlining workflows and reducing operational complexity.

Data as a Service (DaaS)

AI-driven solution launched in 2024 that automates the creation of portfolio commentary, helping investment professionals generate insights and narratives more efficiently using advanced language models.

Portfolio Commentary (AI-Powered)

AI-powered tool introduced in 2024 that enhances the analysis of earnings call transcripts, enabling faster extraction of key insights and trends from corporate communications.

Transcript Assistant (AI-Powered)

Cloud-native analytics and decision management platform that achieved over 30% year-over-year ARR growth in each quarter of fiscal 2024. Provides the power of analytics and AI to enable smarter business decisions at scale with open architecture and seamless third-party integrations.

FactSet Platform

Comprehensive real-time data feeds covering global equities, fixed income, derivatives, commodities, and foreign exchange markets with low-latency delivery and extensive market coverage.

Real-Time Market Data Solutions

Advanced performance measurement, attribution, and risk analytics tools for institutional investors, including integration with third-party systems such as Emmi's climate risk analytics.

Portfolio Analytics

FactSet announced the acquisition of LiquidityBook, a provider of cloud-native trading solutions for hedge funds, asset managers, and sell-side firms. The acquisition expands FactSet's capabilities in portfolio, order, and execution management systems and adds connectivity to over 200 brokers and 1,600 trading destinations across 80 markets globally.

FactSet Acquires LiquidityBook for $246.5 Million to Enhance Trading Solutions

FactSet reported first quarter fiscal 2025 results with revenues increasing and continued growth in Annual Subscription Value (ASV). The company demonstrated strong performance across both its Scores and Software segments while maintaining operational efficiency.

FactSet Reports Strong Q1 Fiscal 2025 Results

FactSet announced a joint initiative with J.P. Morgan Securities Services to deliver FactSet's industry-leading performance, reporting, and portfolio analytics solutions through J.P. Morgan's Fusion data management platform, creating an integrated solution for institutional investors.

FactSet and J.P. Morgan Securities Services Announce Strategic Partnership

FactSet announced that Sanoke Viswanathan, a longtime executive at JPMorgan Chase, will succeed Phil Snow as CEO effective September 2025. Snow led FactSet for a decade, more than doubling revenue and delivering strong total shareholder returns, and will remain as a senior advisor through the end of 2025.

FactSet Announces CEO Succession Plan: Sanoke Viswanathan to Succeed Phil Snow

FactSet announced the acquisition of Irwin, an investor relations and capital markets solution for public companies and their advisors. The acquisition builds on a successful partnership integrating Irwin's IR CRM with FactSet Workstation to provide a unified platform for managing investor engagement and corporate access.

FactSet to Acquire Irwin to Strengthen Investor Relations Capabilities

FactSet launched its new Data as a Service (DaaS) solution designed to provide comprehensive data collection, management, and integration services to data management teams at financial institutions, helping reduce operational complexity and improve data workflows.

FactSet Launches Data as a Service to Streamline Data Management

Emmi announced integration of its climate risk data and analytics into FactSet Workstation, Portfolio Analytics suite, Standard Datafeeds, and APIs, enabling investment professionals to incorporate climate considerations into their analysis and decision-making processes.

FactSet Integrates Climate Risk Analytics Through Emmi Partnership

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Howard Wille and Chuck Snyder founded FactSet Research Corporation in New York City, creating a pioneering financial data platform for investment professionals.

Company Founded

Chuck Snyder developed a breakthrough method to download data from FactSet directly into Visicalc, revolutionizing how clients could retrieve and analyze financial data in spreadsheets.

Spreadsheet Integration Breakthrough

FactSet released the Private Database Service, allowing users to store proprietary data and integrate it with FactSet information for custom analysis, significantly expanding analytical capabilities.

Private Database Service Launch

Company headquarters moved from New York City to Greenwich, Connecticut, marking a strategic expansion phase.

Headquarters Relocation

The company changed its name to FactSet Research Systems Inc. in preparation for becoming a public company.

Name Change and IPO Preparation

FactSet began trading on the New York Stock Exchange under the symbol FDS, raising capital to accelerate growth and product development.

Initial Public Offering

FactSet completed the acquisition of the Thomson Fundamentals database, significantly expanding its fundamental data coverage and capabilities.

Thomson Fundamentals Acquisition

FactSet acquired StreetAccount, which provides real-time company updates and market summaries for investment professionals, enhancing real-time intelligence capabilities.

StreetAccount Acquisition

FactSet celebrated 40 years as a company with 38 consecutive years of revenue growth and 22 years of consecutive adjusted EPS growth, demonstrating remarkable business consistency.

40th Anniversary Milestone

FactSet acquired Truvalue Labs, a pioneer in AI-driven ESG data, expanding capabilities in environmental, social, and governance analytics.

Truvalue Labs Acquisition

FactSet joined the S&P 500 index on December 20, 2021, recognizing its position as a leading public company in financial technology.

S&P 500 Inclusion

FactSet acquired CUSIP Global Services for over $1.9 billion, gaining control over the unique identification of over 17 million financial instruments and significantly expanding market data capabilities.

CUSIP Global Services Acquisition

FactSet announced the acquisition of Irwin, an investor relations and capital markets solution, building on a successful partnership to provide unified IR management capabilities.

Irwin Acquisition

FactSet launched its new Data as a Service (DaaS) solution to streamline data collection, management, and integration for financial institutions, expanding its service offerings.

Data as a Service Launch

FactSet acquired LiquidityBook, a provider of cloud-based portfolio, order, and execution management systems, for $246.5 million to enhance trading solutions and expand capabilities in middle office operations.

LiquidityBook Acquisition

The official American Express App for iPhone allows you to access your Account from anywhere. Track spending & rewards, find offers, review your balance, pay your bill and enjoy features only availabl

Turn travel dreams into dream vacations by booking through Amex Travel. Whether exploring new places or finding the right hotel, the Amex Travel App can help you get there. 

Book hotels, flights, and

GET A CLEARER PICTURE OF YOUR CASH FLOW 
Designed for small business owners like you, the free American Express Business Blueprint™ app offers a single location to view a current snapshot of your acco

Henry Wells

William G. Fargo

John Butterfield

James C. Fargo

Ralph Reed

Kenneth Chenault

0day vulnerability full disclosure: American Express

American Express fails miserably at basic security

American Express will give all parents 20 weeks of paid leave

Why Discover is no American Express

Obfuscated JavaScript, scam emails, and American Express

American Express Company is an American bank holding company and multinational financial services corporation that specializes in payment cards. It is headquartered at 200 Vesey Street, also known as American Express Tower, in the Battery Park City neighborhood of Lower Manhattan. Amex is the fourth-largest card network globally based on purchase volume, behind China UnionPay, Visa, and Mastercard. 141.2 million Amex cards were in force worldwide as of December 31, 2023, with an average annual spend per card member of US$24,059. That year, Amex handled over $1.7 trillion in purchase volume on its network. Amex is the 16th largest US bank, with a total of US$270 billion in assets or 1.1% of all assets insured by the FDIC. It is ranked 58th on the Fortune 500 and 28th on the list of the most valuable brands by Forbes. In 2023, it was ranked 63rd in the Forbes Global 2000. American Express National Bank is a direct bank owned by Amex.

https://en.wikipedia.org/wiki/American_Express

American multinational financial services corporation

American Express Company reported $60.5 billion in revenue for 2024, up 9% year-over-year, driven by strong consumer spending among affluent cardmembers and growing merchant acceptance. Company had 143 million cards in force globally (U.S. 71M, international 72M) with 58 million active cardmember accounts. Average spending per cardmember reached $25,000 annually (vs. Visa/Mastercard average $8,000), reflecting premium customer base skewing toward high-income households ($100K+ annual income representing 60%+ of volumes). Net income $8.4 billion (14% margin). Stock NYSE:AXP traded at $245, market cap $175 billion. However, merchant acceptance remained challenge—AmEx accepted at 99% of U.S. locations where credit cards accepted but lower internationally due to higher merchant fees (2.5-3.5% vs. Visa/Mastercard 1.5-2.5%).

American Express Reports $60.5B Revenue in 2024, 143M Cards in Force Globally

American Express raised Platinum Card annual fee from $550 to $695 in 2024 (sixth increase since 1984 launch at $250), positioning as ultra-premium travel card competing with Chase Sapphire Reserve, Capital One Venture X. Fee increases justified by enhanced benefits: $200 airline fee credit, $200 Uber credit, $200 hotel credit, $189 CLEAR credit, $240 digital entertainment credit (Disney+, Hulu, Peacock, NYT), airport lounge access (Centurion Lounges, Priority Pass), hotel elite status (Marriott Gold, Hilton Gold). Annual benefits totaled $1,000+ value if fully utilized. Despite fee hikes, Platinum Card membership grew 8% to 13M+ cardmembers globally. Affluent consumers viewed card as essential lifestyle accessory, status symbol. Average Platinum cardmember spent $50,000+ annually.

AmEx Platinum Card Annual Fee Rises to $695, Premium Benefits Justify Cost for Affluent

American Express operated 30 Centurion Lounges globally in 2024 (up from 15 in 2020), exclusive airport lounges for Platinum, Centurion (Black Card) cardmembers. Lounges featured chef-curated menus, premium open bars, espresso service, private workspaces, showers, spa treatments—far exceeding typical airline clubs. Locations included major hubs (New York JFK, LAX, London Heathrow, Tokyo Haneda, Hong Kong). However, overcrowding became issue as Platinum membership surged—lounges frequently at capacity, turned away cardmembers during peak hours. AmEx responded by restricting guest access, considering paid entry for lower-tier cards, building larger facilities. Lounges represented $500M+ annual investment but critical differentiation—competitors (Chase, Capital One) building rival lounges.

American Express Centurion Lounges Expand to 30 Airports, Differentiate Premium Experience

American Express Membership Rewards program enrolled 100+ million members globally in 2024, earning points on purchases (1-5x depending on category, card) redeemable for travel, statement credits, gift cards, merchandise. Strategic partnerships with Delta Air Lines (exclusive credit card issuer since 1996), Hilton Hotels (co-brand cards), Marriott Bonvoy strengthened value proposition. Membership Rewards points valued at 1.5-2 cents each when transferred to airline/hotel partners vs. 0.6-1 cent for cash redemption, incentivizing travel spending. Points liability (outstanding unredeemed points) exceeded $20 billion on balance sheet, managed through expiration policies, redemption encouragement. Loyalty program created switching costs—cardmembers with large point balances reluctant to cancel cards despite high fees.

AmEx Membership Rewards: 100M+ Members, Partnerships with Delta, Hilton Drive Loyalty

American Express achieved 99% merchant acceptance rate in U.S. (locations accepting credit cards) in 2024, up from 90% in 2015, closing historical gap with Visa/Mastercard (both 99%+). Acceptance improvements resulted from fee negotiations with large merchants (Costco previously excluded AmEx 2016-2021, now accepts), OptBlue program allowing third-party processors to handle AmEx transactions (reducing merchant integration costs), and consumer demand pressure. However, international acceptance lagged: 85% in Canada/UK, 70% in Europe, 50% in Asia-Pacific. Higher merchant discount rates (2.5-3.5% vs. Visa/Mastercard 1.5-2.5%) deterred small international merchants. Limited acceptance remained competitive disadvantage vs. Visa/Mastercard's near-universal reach.

American Express Merchant Acceptance Reaches 99% in U.S., International Remains Gap

American Express Centurion Card (unofficially 'Black Card') remained most exclusive credit card globally in 2024: invitation-only, $10,000 initiation fee, $5,000 annual fee (plus $5,000 per authorized user). Estimated 100,000-120,000 Centurion cardmembers worldwide (exact number undisclosed). Requirements: spend $250,000+ annually on Platinum Card, receive invitation, demonstrate $1M+ net worth or $500K+ annual income. Benefits: dedicated concierge (24/7 personal assistant booking restaurants, travel, tickets), access to exclusive events, hotel upgrades, airport transfers, no preset spending limit. Card made from anodized titanium (literally heavy metal card). Centurion represented 2-3% of AmEx revenue but outsized brand prestige—ultimate status symbol for ultra-wealthy. Competitors (JP Morgan Palladium, Citi Chairman) struggled to match mystique.

American Express Centurion 'Black Card': $10K Initiation, $5K Annual Fee, Ultra-Exclusive

American Express Dominates Premium Credit Cards with $60B Revenue, Affluent Customer Base, and Closed-Loop Network

TIL con artist Anthony Gignac once convinced American Express to issue him a platinum card with a $200 million credit limit under the name of an actual Saudi prince by claiming that failing to supply him with new card would anger his supposed dad, the king.

Johnson: "Last time I checked, Americans have more freedom right now to express themselves and speak their minds after Republicans took over and ended the years of Americans voices silenced during the lefts cancel culture. it's the Republicans who restored your right to share and speak your mind."

Trump support in 2024 linked to White Americans’ perception of falling to the bottom of the racial hierarchy. These individuals also expressed the strongest opposition to Diversity, Equity, and Inclusion (DEI) initiatives.

Study reveal that 16% of the population expresses discomfort about the prospect of a female president. Furthermore, the result is consistent across demographic groups. These results underscore the continued presence of gender-based biases in American political attitudes.

Teenager Blades Brown shoots 60, ties Scottie Scheffler for lead at The American Express

Alex Pretti and Renee Nicole Good were Americans with the same right to live and to express their views as Charlie Kirk. Choosing to not condemn the Minneapolis ICE Murders after being outraged by Kirk’s Murder is having no Morals.

Amex canceled my Platinum &amp; Centurion accounts after 28 yrs w/ no explanation

what's the deal with american express?

New Wave American Express Shutdowns

Why people think amex is rich people card?

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AMERICAN EXPRESS CO

Henry Wells, William Fargo, John Butterfield merged competing express companies, forming American Express Company in Buffalo, NY on March 18, 1850. Express freight, money, valuables delivery.

When AmEx refused California expansion, Wells and Fargo founded separate Wells Fargo (1852) serving West Coast. American Express remained East/Midwest. Companies coexisted for decades.

American Express dominated express freight industry—shipping cash, gold, securities, documents via stagecoach, rail. Armed guards protected valuables. Premium service for time-sensitive shipments.

Entered financial services—money orders, cash transfers competing with Western Union. Built reputation for secure financial transactions beyond physical freight.

President James C. Fargo commissioned Marcellus Berry to create Traveler's Cheque (launched July 7, 1891) solving international cash access problem. Pre-purchased, dual-signed checks accepted globally. Revolutionary travel finance product.

Traveler's Cheques became most profitable product—generating billions in float (cash held between purchase and redemption). American Express synonymous with international travel.

Sold express delivery operations to Railway Express Agency. Fully transitioned to financial services—Traveler's Cheques, money orders, travel services. End of original freight business.

Introduced American Express Card (green card) in October 1958 responding to Diners Club, BankAmericard. Charge card (full balance due monthly), premium positioning, higher merchant fees, travel focus. Status symbol.

Built global network of travel offices booking flights, hotels, tours. American Express offices in major cities became traveler resources worldwide.

Introduced Gold Card—higher credit limits, travel insurance, emergency services. Created premium tier above Green Card. Annual fee $50 (vs. Green's $20).

Launched Platinum Card with $250 annual fee (unprecedented at time). Targeted ultra-affluent, offered luxury travel benefits, concierge service, airport lounge access. Redefined premium cards.

Introduced Membership Rewards points program—earn points on purchases, redeem for travel, merchandise. Created loyalty, switching costs. Became $20B+ liability on balance sheet.

Debuted invitation-only Centurion Card (Black Card): $10K initiation, $5K annual fee, invitation-only, titanium construction. Ultimate status symbol for ultra-wealthy. Estimated 100K-120K members globally.

Kenneth Chenault became CEO—third Black Fortune 500 CEO. Led through 9/11 (headquarters near WTC), 2008 financial crisis. Grew revenue $23B→$37B, stock +200%. Retired 2018.

During 2008 crisis, American Express obtained bank holding company charter, accessed TARP bailout funds ($3.4B). Allowed direct consumer deposits, expanded banking services. Repaid TARP 2009.

Opened first Centurion Lounge (San Francisco SFO) offering premium airport lounge experience with chef menus, open bars, spa. Expanded to 30+ global locations by 2024.

Costco ended exclusive AmEx partnership (since 1999), switched to Citi/Visa due to lower fees. Lost 10%+ U.S. cardmembers. Returned to Costco acceptance 2021 but without co-brand card.

Kenneth Chenault retired, succeeded by Stephen Squeri (AmEx veteran since 1985). Focused on digital transformation, millennial/Gen Z acquisition, premium positioning.

Pandemic decimated travel spending—AmEx's core market. Revenue declined 17% (2020). Pivoted marketing to everyday spending categories (groceries, gas). Travel recovered 2021-2022.

Generated $60.5B revenue (+9%), 143M cards globally (71M U.S., 72M international), 58M accounts. Average spending $25K per cardmember (vs. Visa/MC $8K). Net income $8.4B (14% margin). Platinum Card 13M+ members ($695 annual fee, sixth increase since 1984 launch). Centurion Lounges 30 airports. Membership Rewards 100M+ members, $20B+ points liability. Merchant acceptance 99% U.S. (85% Canada/UK, 70% Europe, 50% Asia due to higher merchant fees 2.5-3.5% vs. Visa/MC 1.5-2.5%). Stock NYSE:AXP $245, $175B market cap. Closed-loop network (issue, process, recruit merchants). Premium customer base: 60%+ earn $100K+ income. Headquarters New York. Originated as 1850 express delivery company, transformed to global premium card leader.

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