Company profile: FactSet
1.1 - Company Overview
Company description
- Provider of financial research and risk analytics tools and data for institutional investors, consolidating capabilities to monitor global markets, public and private companies, and equity and fixed-income portfolios. Offerings include FactSet Workstation, Portfolio Analysis, Execution Management System, AI solutions, a programmatic environment with APIs, and data solutions for integrating and managing market and company data.
Products and services
- FactSet Workstation: A customizable research system that integrates multiple data sources, delivering configurable charting, screening, and analytics tools tailored for investment professionals
- Portfolio Analysis: A multi-asset class analytics product to measure investment performance, risk, attribution, and exposures using flexible reports and charts for comprehensive portfolio monitoring
- Data Solutions: Services that integrate and manage company, security, event, and market data through various delivery options, delivering content for investment analysis across public and private companies and global markets
Key contacts
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Financial details
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1.2 - Competitors and similar companies to FactSet
Alphakinetic
HQ: United Kingdom
Website
- Description: Provider of the Glide platform, fund management software offering trade order management, credit analysis, and risk management capabilities for front office personnel.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Seccl
HQ: United Kingdom
Website
- Description: Provider of investment platform infrastructure for financial advisers, wealth managers, discretionary fund managers and fintechs, offering regulated custody of client money and assets; trading and settlement; portfolio management support; digital tax wrappers (ISA, JISA, SIPP); ready-made, code-free adviser and client portals; and a developer-friendly API to build and integrate investment platforms.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Symbol Master
HQ: United States
Website
- Description: Provider of options reference data and data management solutions for financial services, offering symbology mapping (Symbology DNA) for legacy integration and the Options Symbology Initiative, advanced options validation software, hourly intraday strike updates, series files of all listed strikes and next-day additions, underlying symbol and ETF details, and current deliverable value data tailored to client needs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Mitigram
HQ: Sweden
Website
- Description: Provider of digital trade finance solutions, including MitiSquare, a platform to assess real-time risks, capacity, and pricing from partner banks; MitiManager for complete visibility and management of trade finance transactions with automated data structuring across formats and channels; and MitiGateway to transform unstructured client requests into digitized origination records, enhancing customer service and process digitalization.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Gambit Finance
HQ: Belgium
Website
- Description: Provider of investment advisory, portfolio optimization and risk management solutions via investment and wealth management platforms for client onboarding, investor profiling, goal definition, pension simulation, client segmentation, model portfolios, advisor dashboard, reporting, recommendations, projections and historical performance analysis; Robo Advisor, personalized pension solutions and platforms such as MyMand@te and Birdee.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Gambit Finance company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for FactSet
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to FactSet
2.2 - Growth funds investing in similar companies to FactSet
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4 - Top valuation comps for FactSet
4.2 - Public trading comparable groups for FactSet
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