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.
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.
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 sets it apart
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Modular a la carte pricing
unusual granular control over data sets vs. major terminals
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Deep buy-side workflow integration with portfolio management, risk, and compliance in one platform
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Strong open data/API ecosystem allowing data portability into proprietary workflows
Key Facts
- Category
- Financial Data & Analytics Platform
- Founded
- 1978
- Pricing
- License-based pricing tailored to content sets, users, and delivery methods.
- Deal Stage
- Strategy
- Target Market
- Asset Managers, Corporate M&A, M&A Advisory, Private Equity, Venture Capital
