VedexVendorsFactSet

FactSet

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Formerly: FactSet Research Systems Inc.

“See the advantage.”

FactSet is a global leader in integrated financial information, analytical applications, and industry-leading services. Headquartered in Norwalk, Connecticut, the company empowers the global investment community to see the advantage by providing a comprehensive, unified platform that combines real-time market data, deep fundamental financial information, and sophisticated portfolio analytics. FactSet’s core mission is to help investment professionals, including investment managers, bankers, and corporate leaders, make informed decisions by streamlining the research process and providing a clear, connected view of global financial markets. By integrating disparate data sources into a single, cohesive ecosystem, FactSet enables users to navigate complex financial landscapes with greater speed, accuracy, and confidence.

The company’s extensive data portfolio serves as the backbone for modern financial analysis, covering a vast spectrum of asset classes and market segments. FactSet offers deep, granular datasets that include comprehensive fundamental financial statements, global ownership structures, and detailed merger and acquisition intelligence. Their specialized offerings, such as the FactSet RBICS classification system and Geographic Revenue Exposure tools, allow users to dissect company performance at the product and regional levels. Furthermore, the platform provides critical insights into private markets, supply chain relationships, and global debt capital structures, ensuring that clients have access to both public and private market intelligence. With additional capabilities in ESG data, global sanctions monitoring, and detailed event statistics, FactSet provides the necessary building blocks for rigorous investment research and risk assessment.

FactSet’s target audience spans the entire financial services spectrum, from institutional asset managers and hedge funds to investment banks and corporate strategy teams. These professionals utilize the platform for a wide array of high-stakes use cases, including portfolio construction, performance attribution, risk management, and strategic deal sourcing. By leveraging FactSet’s advanced analytical tools, clients can perform complex modeling, monitor geopolitical and macroeconomic risks, and identify emerging opportunities within global supply chains. The platform is designed to support the entire investment lifecycle, helping users move seamlessly from initial research and idea generation to execution and ongoing portfolio monitoring.

Technologically, FactSet distinguishes itself through a commitment to data integrity, connectivity, and innovation. The platform is built on a robust, scalable infrastructure that ensures high availability and seamless data delivery through flexible options, including direct feeds, cloud-based solutions, and intuitive desktop applications. FactSet is also at the forefront of integrating generative AI and machine learning into its workflow solutions, enabling us

Visit Website [email protected]
Intelligence Score
80/100
Your Rating
Products

75

Type

platform

HQ

USA

Founded

1978

Employees

10,001

Platforms

5

Domain

factset.com

Offering

Financial Market Data & Analytics Platform

Cost Tier

$$

Data Quality SignalsA

Freshness

Recently enriched

API Status

API Available

100Completeness

Compliance (vendor-reported)

SOC 2
ISO 27001
GDPR
CCPA

Quality Breakdown

Data Coverage
84
Documentation
100
Compliance
100
Pricing Clarity
84

Signal Analysis

Categories

Financial Market DataPortfolio AnalyticsInvestment ResearchRisk ManagementGenerative AI Solutions

Listed On

aws_marketplacedatabricks_marketplacedataradesnowflake_marketplacewikipedia

Delivery Methods

REST APIPython SDKSFTPS3 BucketSnowflake ShareDatabricksWeb UI download

Geographic Coverage

Global

Procurement Intelligence

Primary OfferingAn integrated platform providing global fundamental, private market, and alternative data sets alongside portfolio analytics and research tools.
Best ForInvestment professionals and quant researchers needing a unified platform for fundamental analysis, portfolio construction, and risk management.
Benefits
  • Extensive breadth of integrated data sets including private markets and supply chain
  • Flexible delivery options including cloud-native integrations like Snowflake and Databricks
  • Strong normalization of complex data like business segments and M&A activity
  • High-quality entity mapping and symbology across disparate data sources
Disadvantages
  • Can be less specialized in niche alternative data compared to boutique providers
  • Platform complexity may require significant onboarding for non-traditional users
Intelligence ScoresAll pillars scored
Market Presence
74
Trust & Compliance
100
Integration
100
Business Maturity
97
AI Readiness
56
Support & Ops
90
Product Quality
69
Extended Analytics
Price Compete
50
Price Clarity
84
Causal Authority
59
Causal Depth
100

Deep Intelligence

Enriched95% coverage

Web Authority

High Authority
86
30 mentions·8 platforms
Academic Papers
4 × 8 pts+32
LinkedIn
10 × 2 pts+20
GitHub
5 × 2 pts+10
Reddit
3 × 3 pts+9
Financial News
2 × 3 pts+6
Blogs & Newsletters
2 × 2 pts+4
linkedin company
3 × 1 pts+3
Twitter / X
1 × 2 pts+2
Evidence5 sources
Academic Papers

(PDF) Value versus Values: Does Stock Liquidity Affect Corporate ...

... FactSet SharkRepellent Database: “Environment", “Green”, “Climate”, “Reserve”,. “Sustainability”, “Food”, “Waste”, “Wasting”, “GHG”, “Toxic ...

Academic Papers

[PDF] Global Sourcing under Tariffs: Time Series Analysis of Product-Level ...

Our study has utilized FactSet Shipping database, and based on time series of global sourcing, we are able to identify underlying structures. Managers in ...

Academic Papers

[PDF] The Role of Cross-Border Financing and Tax Havens - NBER

11We obtain notional amounts outstanding for debt securities from the Factset Debt Capital Structure. (DCS) database. For certain bonds not covered by DCS ...

Trust & Compliance
Trust Score
100/100

Based on vendor-reported attestations, not verified by Vedex. Breach history is not scored.

SOC 2
ISO 27001
GDPR
Encryption: AES-256 for data at rest and TLS 1.2+ fo…Pen Test: Annual third-party penetration testing a…

These are the vendor's own attestations as collected from public sources, not Vedex's. Verify directly with the vendor.

SOC 2 Type IIYes (current report available)
GDPRFully compliant (DPA available)
ISO 27001Yes (with certificate date)
Risk ScoreHigh (industry-leading security posture)
EncryptionAES-256 for data at rest and TLS 1.2+ for data in transit
Penetration TestingAnnual third-party penetration testing and continuous internal vulnerability scanning
Audit LoggingYes (on request)
Breach HistoryNo public incident found in our search (unverified)
Data Privacy OfficerYes (dedicated)
Compliance OfficerYes (full-time)
Privacy LawsGDPR, CCPA/CPRA, UK Data Protection Act
Data ResidencyUS, EU, UK, APAC
Personal Data BasisContractual necessity and legitimate business interests
Sub-processor TransparencyAvailable on request

Products (75)

FactSet Transaction Data
vedex-research

Seamless workflow integration for institutional investment analysts.

FactSet Debt Capital Structure
databricks_marketplaceAPI

Obtain public and private company debt financing for global entities and analyze at the individual-instrument level.

DailyGlobalREST API, Python SDK, SFTP, S3 Bucket, Snowflake Share, Databricks, Web UI download
FINANCIAL
Value 42Price P38Coverage 70Trial 15
Pricing (estimated)
~$25,000/yr est.
FactSet Marketplace
discoveryAPI

A catalog of over 300 financial data feeds, APIs, and solutions for investment professionals.

Real-timeGlobalAPI
Value 42Coverage 75Trial 15
Pricing (estimated)
~$36,000/yr est.
Model Context Protocol (MCP)
discoveryAPI

Connects users to datasets including Fundamentals, Estimates, Entity Reference, Pricing, and Ownership.

DailyGlobalAPI
Value 41Coverage 70Trial 15
Pricing (estimated)
~$36,000/yr est.

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About FactSet

FactSet is a platform vendor headquartered in USA, founded in 1978 with approximately 10,001 employees. FactSet specializes in financial market data, portfolio analytics, investment research, risk management, generative ai solutions data. This vendor has a Vedex Intelligence Score of 80 out of 100, reflecting market presence, compliance posture, integration readiness, and business maturity.

Data Categories

FactSet operates in the following alternative data categories.

Financial Market DataPortfolio AnalyticsInvestment ResearchRisk ManagementGenerative AI Solutions

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