FactSet

Data

ApprovedEditorial, unpaid

FactSet is a core data and analytics platform for asset managers and wealth firms, adding AI features such as conversational search and AI for Wealth.

Visit factset.com ↗

Key features

Financial data and analytics
Portfolio analytics
AI-powered search and summaries
Data feeds and APIs

Pricing

See pricing page; enterprise via sales

Pricing page ↗ · checked Oct 13, 2026

Who it's for

Public equitiesFamily office

Use cases featuring FactSet

No sourced use cases yet. The daily scan will add them as they appear.

Videos

FactSet AI for WealthFactSet · From the company

Factset Review (Demo) - Best Ai Finacial, Data And Market Analytics | Pros And ConsPro Assistant · Independent

FactSet CEO on AI integration in latest financial productsCNBC Television · Independent

Profile last checked Oct 14, 2026.

Editorial listing, free and unsponsored. Sponsored placements are always labeled.

On the map: The public markets & hedge fund AI stack, in Market & alt data.

On the map: The family office & wealth AI stack, in Research & AI assistants.

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