Market Intelligence & Data AI-powered

FactSet

United States

FactSet delivers comprehensive market, company, and transaction data with deep Excel and API integration for investment and M&A professionals. FactSet’s Marketplace is a curated hub of proprietary and third‑party datasets for investment, analytics and research teams, rather than an M&A software workflow tool.

Key features

  • FactSet Workstation/Workspace for market data, fundamentals, research, screening, and analytics.
  • Excel Add-in with dynamic, refreshable content (financials, estimates, ownership, etc.).
  • APIs and Formula API for programmatic access and integration into models and internal systems.
  • M&A data feeds and tools, including Mergers DataFeed with hundreds of thousands of transactions.
  • Office Cloud Refresh and automation capabilities for model updates.

AI capabilities

Provides AI-ready data and supports ML workflows; also increasingly embeds AI and automation features in analytics and screening, though core value is data and integration. ChatIQ (generative AI assistant), Document Intelligence (AI-driven analysis), Chart Explainer (AI-generated chart narratives). Also integrates third-party AI tools via open API.

Integrations

  • Integrates into client systems via data feeds, APIs and FactSet’s platform
  • marketplace data is designed to plug into quant models and analytics stacks
  • integration into Python/R and internal systems.

More information

FactSet serves over 240,000+ users globally with modular solutions for public and private markets, emphasizing integration into client workflows and models. FactSet launched the Open:FactSet Marketplace to extend its core fundamentals with alternative data feeds, reinforcing its role as an integration-friendly data provider for quant and fundamental investors.

What Makes FactSet Different

Key differentiators highlighted by the vendor.

  1. Modular a la carte pricing — unusual granular control over data sets vs. major terminals
  2. Deep buy-side workflow integration with portfolio management, risk, and compliance in one platform
  3. Strong open data/API ecosystem allowing data portability into proprietary workflows

Key facts

Year founded
1978
Pricing
License-based pricing tailored to content sets, users, and delivery methods.
Deal stage
Origination
Target market
Asset Managers · Corporate M&A · M&A Advisory · Private Equity · Venture Capital

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