FactSet is a global financial data and technology platform serving institutional investors, asset managers, banks, and corporate clients through workstations, portfolio analytics, managed services, security identifier solutions, and APIs that support the full investment lifecycle from research and portfolio construction to trading, risk management, and reporting. The company generates recurring subscription revenue from approximately 9,000 clients across three geographic segments, with the majority of revenue derived from buy-side customers including asset managers, wealth managers, and hedge funds, and the remainder from sell-side firms including broker-dealers and private equity professionals. FactSet monetizes its platform through annual subscription fees based on user count and product usage, complemented by strategic acquisitions that expand its capabilities in trading, order management, and investor relations workflows.