FactSet | Competitive Intelligence Profile

FactSet is a leading provider of financial data, analytics, and software solutions for investment professionals worldwide. For over...


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FactSet is a leading provider of financial data, analytics, and software solutions for investment professionals worldwide. For over 40 years, it has served tens of thousands of clients in the financial services industry, including asset managers, investment banks, and wealth managers, offering tools for portfolio management, risk analysis, trading, and client reporting. With a focus on open technology and exceptional service, FactSet operates from more than 60 offices across 23 countries, delivering instant access to global market insights and customizable data to support critical investment decisions.

Website
Headquarters
Norwalk, Connecticut
Size
10,001+ employees
Industry
Financial Services
Specialities
fintech, portfolio management, investment management, investment banking, wealth management, trading, risk and compliance, client reporting, OMS, EMS, data delivery, professional services, open technology, performance and attribution, risk management and analysis, financial data

🛍️ FactSet Product and Pricing Intelligence →

📅 FactSet Event Participations →

⚖️ FactSet Regulatory Intelligence →

👔 FactSet Management and Leadership Team →

⚔️ FactSet Alternatives and Competitors →

💼 FactSet Hiring and Layoffs →

🤝 FactSet Partnerships, Clients and Vendors →

📈 FactSet Financial Performance, Fundraising, M&A →


🛍️ FactSet Product and Pricing Intelligence

Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.

Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.

  • FactSet announced updates to the constituent selection rules for its China Semiconductor Index methodology, effective for the index rebalance on January 23, 2026.
  • FactSet's Michele Lieber and Sean Ryan contributed to the Talos 2025 End-of-the-Year Report, analyzing crypto market trends like regulatory changes and ETFs.
  • Morningstar analyst Rajiv Bhatia says FactSet's need to invest limits profit growth but views its economic moat as intact.


📅 FactSet Event Participations

Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.

  • FactSet hosts a webinar on December 19 about its LiquidityBook OMS to streamline trading workflows.

⚖️ FactSet Regulatory Intelligence

Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.


👔 FactSet Management and Leadership Team

Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.


⚔️ FactSet Alternatives and Competitors

Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.

  • Bloomberg
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  • Refinitiv
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  • S&P Global
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  • Thomson Reuters
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  • Data Axle
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  • AlphaSense
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  • Morningstar Direct
  • |
  • Capital IQ
  • |
  • Koyfin
  • |
  • TradingView
  • |
  • Generative Alpha
  • |
  • Boosted.ai
  • |
  • LSEG Eikon
  • |
  • PitchBook
  • |
  • Factiva
  • |
  • Nasdaq IR Insight
  • |
  • Gainify
  • |
  • FinChat
  • |
  • Techsalerator


💼 FactSet Hiring and Layoffs

Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.

  • Jianqiang (Michael) Xin has left FactSet as Senior Director of Cyber Security in the United States to join Concentrix as Senior Director of Engineering.
  • FactSet is hiring a Senior Manager of Analytics for Liquids Midstream & Markets in the United States, focusing on market intelligence for crude oil and natural gas liquids.


🤝 FactSet Partnerships, Clients and Vendors

Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.

  • FactSet's CEO Sanoke Viswanathan announced on December 18 that the company secured a significant mandate with one of the largest warehouse breakaway teams, displacing incumbents and expanding its footprint with key global institutions.


📈 FactSet Financial Performance, Fundraising, M&A

Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.


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