What Does FactSet Do?

Total employees14109
HeadquartersNorwalk
Founded1978

FactSet Research Systems Inc. is a global financial data and software company that provides integrated financial information, analytical applications, and client service to investment professionals. Founded in 1978, FactSet combines hundreds of data sources with sophisticated analytics and customizable software to help users see and seize opportunity sooner. More than 195,000 users globally rely on FactSet for portfolio analysis, market research, and investment decision-making across asset classes.

Where Is FactSet's Headquarters?

HQ Function

The Norwalk headquarters serves as the central hub for executive leadership, corporate strategy, global operations management, core product development, engineering innovation, and primary client support services.

Notable Features:

A modern office complex featuring open-plan workspaces, advanced technology infrastructure, collaborative zones, state-of-the-art data centers, and employee amenities designed to foster innovation and teamwork.

Work Culture:

FactSet is known for a collaborative, innovative, and client-focused work culture. The Norwalk HQ fosters an environment that emphasizes employee development, work-life balance, diversity, and inclusion, attracting top talent in the financial technology sector.

HQ Significance:

The Norwalk headquarters is strategically vital for FactSet's global operations, serving as the nerve center for decision-making, product innovation, and corporate governance. Its proximity to the New York financial hub facilitates key client relationships and access to a rich talent pool.

Values Reflected in HQ: The headquarters' design and operational ethos aim to reflect FactSet's core values, including integrity, client-centricity, collaboration, innovation, and a commitment to its employees' well-being and professional growth.

Location:

FactSet maintains a robust global presence with offices strategically located in major financial centers across the Americas, EMEA (Europe, Middle East, Africa), and Asia Pacific. This extensive network enables FactSet to deliver localized support and solutions, including sales, client services, product development, engineering, data collection and analysis, research, and corporate functions, ensuring comprehensive coverage and timely support for financial professionals worldwide.

Street Address:

45 Glover Avenue

City:

Norwalk

State/Province:

Connecticut

Country:

United States

Where Else Does FactSet Operate Around the World?

London, United Kingdom

Address: St. Alphage House, 2 Fore Street Avenue, London, EC2Y 5DA, UK

Drives FactSet's business development, client engagement, and service delivery across Europe, the Middle East, and Africa, tailoring solutions to local market needs and regulatory landscapes.

Manila, Philippines

Address: Net Park, 5th Ave, Bonifacio Global City, Taguig, Metro Manila, Philippines

Provides vital operational backbone and talent for FactSet's global service delivery model, leveraging the skilled workforce in the Philippines to ensure efficiency and quality.

Hyderabad, India

Address: Divyasree Orion, Block 1B, 7th Floor, Old Mumbai Highway, Raidurgam, Hyderabad, Telangana 500032, India

Contributes to FactSet's global product development roadmap and data management strategies, fostering innovation and operational excellence with a large pool of engineering and analytical talent.

Tokyo, Japan

Address: Marunouchi Kitaguchi Building, 1-6-5 Marunouchi, Chiyoda-ku, Tokyo 100-0005, Japan

Supports FactSet's growth in the Asia-Pacific region by catering specifically to the needs of Japanese clients, offering tailored solutions and local expertise.

Buying Intent Signals for FactSet

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading FactSet? Meet the Executive Team

As of April 2025, FactSet' leadership includes:

F. Philip Snow - Chief Executive Officer
Linda S. Huber - Chief Financial Officer (Retiring Aug 31, 2024)
Kate Stepp - Interim Chief Financial Officer (Effective Sep 1, 2024)
Helen Shan - Chief Revenue Officer
Genevieve P. Haldeman - Chief Technology Officer & Chief Product Officer
Rachel R. Stern - Executive Vice President, Global Head of Strategic Resources & General Counsel
Daniel J. Viens - Executive Vice President, Global Head of Client Solutions

Who's Investing in FactSet?

FactSet has been backed by several prominent investors over the years, including:

The Vanguard Group, Inc.
BlackRock, Inc.
State Street Global Advisors (SSgA)
PRIMECAP Management Company
T. Rowe Price Associates, Inc.
Wellington Management Company LLP

What Leadership Changes Has FactSet Seen Recently?

Hire2
Exits1

Over the past 12 months, FactSet has seen strategic appointments reinforcing its technology, product, and revenue leadership, alongside a planned transition for the Chief Financial Officer role, ensuring continued strong leadership.

Departures

Linda S. Huber, Linda S. Huber announced her planned retirement as CFO, effective August 31, 2024. A search for a permanent successor is underway.

New Appointments:

Helen Shan, Helen Shan joined FactSet as Chief Revenue Officer to spearhead global sales and go-to-market strategies.
Genevieve P. Haldeman, Genevieve P. Haldeman's responsibilities were expanded, naming her Chief Technology Officer in addition to her existing role as Chief Product Officer.
Kate Stepp, Kate Stepp was appointed Interim Chief Financial Officer, taking over from Linda Huber, effective September 1, 2024.

What Technology (Tech Stack) Is Used byFactSet?

Discover the tools FactSet uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

FactSet Email Formats and Examples

FactSet commonly uses the [first_initial][last]@factset.com email format for its employees. For example, an employee named Jane Smith would likely have an email address like jsmith@factset.com. While this is the predominant format, minor variations might exist in specific cases or for legacy accounts.

[first_initial][last]@factset.com

Format

psnow@factset.com

Example

90%

Success rate

What's the Latest News About FactSet?

FactSet NewsroomMay 21, 2024

FactSet Announces Linda Huber to Retire as Chief Financial Officer; Kate Stepp Named Interim Chief Financial Officer

FactSet (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Linda S. Huber, Chief Financial Officer (CFO), plans to retire from the Company, effective August 31, 2024. Kate Stepp, currently Senior Vice President, Head of Investor Relations at FactSet, will become interim CFO effective September 1, 2024....more

FactSet NewsroomApril 16, 2024

FactSet Expands Generative AI Solutions with Launch of FactSet Mercury

FactSet announced the launch of FactSet Mercury, a new suite of generative AI (GenAI) solutions. This landmark offering enhances FactSet’s GenAI strategy, delivering state-of-the-art, domain-specific solutions that empower financial professionals to unlock productivity and discover new insights faster than ever before....more

FactSet NewsroomMarch 26, 2024

FactSet Reports Results for Second Quarter Fiscal 2024

FactSet reported its financial results for the second quarter of fiscal 2024, highlighting revenue growth and an increase in Annual Subscription Value (ASV) plus professional services. The company emphasized ongoing investments in AI and product development to drive future growth....more

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