877.322.8738
  • 1978
  • 1980 - 1989
  • 1990 - 1999
  • 2000 - 2004
  • 2005 - 2009
  • 2010 - 2014
  • 2015 -

Timeline

1978

  • In September 1978, FactSet is founded. Howard Wille and Charles Snyder leave their Wall Street jobs to build a business, headquartered in New York, centered on computer-based financial analysis.

Timeline

1981

  • First FactSet client terminal released, allowing direct access to the Company FactSet report.

1982

  • Charles Snyder develops an application to enable mainframes to deposit items from any database directly into a spreadsheet cell.

1983

  • FactSet downloading upgraded to Lotus 1-2-3.

1984

  • FactSet offers company screening capability.

1985

  • Phil Hadley joins the FactSet consulting team.

1986

  • Mike DiChristina joins the FactSet engineering team.

1988

  • Universal Screening™ is released, allowing clients to use customized screening criteria.
  • FactSet's speed and reliability increases with the implementation of Microcom 9600 baud modems.

1989

  • Private Database Service (PDS) is released, allowing clients to store and integrate proprietary data such as portfolio holdings, estimates, and model scores into their daily analysis.

Timeline

1990

  • FactSet headquarters move to Greenwich, Connecticut.
  • FactSet releases its first non-U.S. data offerings.

1991

  • The first real-time earnings estimates databases are released on FactSet.
  • FactSet establishes client base in Europe.

1992

  • FactSet for Windows is released.
  • Alpha Testing is released, allowing clients to analyze the relationship between multiple variables and subsequent investment returns over time.
  • FactSet establishes client base in the Asia Pacific region.

1993

  • London office opens.
  • FactSet releases WAN connectivity.
  • San Mateo office opens.

1995

  • FactSet launches IB link and Comp Builder for the Investment Banking community.
  • Tokyo office opens.
  • The first benchmark database is released on FactSet.

1996

  • FactSet provides WAN connectivity via the Internet.
  • FactSet completes its public offering and begins trading on the New York Stock Exchange, under the ticker symbol FDS.

1997

  • Portfolio Management Workstation (PMW) is released, providing specialized tools for the global portfolio manager.
  • Economic Analysis is released, allowing clients charting and report writing capabilities to analyze the market from a macro perspective.

1998

  • Company Explorer is released, allowing clients access to a broad array of company information within a single window.
  • FactSet increases its Asia Pacific presence by opening Hong Kong and Sydney offices.
  • FactSet expands its New York presence by launching an expanded data center and dedicated training facility.

1999

  • DIRECTIONS, FactSet’s easy-to-use user interface, is released.
  • Online Assistant®, FactSet's state-of-the-art Web-based help and reference system, is released.
  • FactSet offers 24-hour live telephone support, emphasizing our commitment to provide outstanding client service.
  • FactSet is recognized on BusinessWeek’s Hot Growth Companies list.
  • Boston office and training facility open.
  • Fixed Income Explorer is released, allowing clients to conduct in-depth analysis on an extensive universe of debt securities.
  • Chuck Snyder retires from FactSet.
  • Mike DiChristina is appointed President of FactSet.

Timeline

2000

  • FactSet acquires Insyte, the creator of Vision Technology, a database management solution, expanding client access to advanced data analysis tools.
  • Howard Wille retires from FactSet.
  • Phil Hadley is appointed CEO of FactSet.

2001

  • FactSet acquires LionShares®, an institutional ownership database, and offers a wide scope of holdings data for the corporate/investor relations market.
  • FactSet opens a state-of-the-art data center in Manchester, New Hampshire.
  • FactSet increases its European presence by opening the Frankfurt office.
  • Chicago office and training facility open.
  • FactSet hosts the first PMW User Conference, helping PMW clients get more value from FactSet’s Portfolio Analytics tools.

2002

  • Data Central application is released, allowing clients to easily store, create, and manage proprietary time-series databases.
  • FactSet Marquee® is released, allowing clients to combine traditional security-level analysis and streaming real-time news and quotes.

2003

  • Paris office opens.
  • FactSet acquires Mergerstat®, a leading provider of merger and acquisitions content.
  • FactSet hosts its first Application Development Conference, launching the release of FAFactSet Application Service Technology.
  • Public Information Book (PIB) Builder is released, allowing clients the ability to quickly combine a variety of reports and news stories into a single electronic PDF document.
  • FactSet celebrates its 25th anniversary.

2004

  • FactSet opens a data center in Reston, Virginia.
  • FactSet acquires CallStreet, LLC, a leading provider of quarterly earnings call transcripts to the investment community, to further augment the broad array of content available on FactSet workstations.
  • FactSet headquarters move to a corporate campus in Norwalk, Connecticut.
  • FactSet acquires JCF Group, a provider of global broker estimates and other financial and macroeconomic data to institutional investors, to meet the growing needs of existing clients while expanding FactSet's global presence.
  • Milan office opens.

Timeline

2005

  • FactSet builds off the PMW Conference to create and host the first Investment Process Symposium, helping clients get more value from FactSet’s suite of investment analysis tools.
  • FactSet acquires TrueCourse, Inc., a leading provider of corporate takeover defense data, to expand FactSet's services into new markets.
  • IBCentral is released, providing every member of the deal team with the tools to make confident investment decisions.
  • FactSet acquires Derivative Solutions, a leading edge provider of analytics to fixed income market participants.
  • FactSet creates an AlphaMetrics division with the acquisition of StreamVPN and their flagship product Alpha Network, a productivity tool that enhances the communication between institutional money managers and the brokerage community with the ability to easily filter, track, and evaluate high conviction investment ideas.

2006

  • FactSet acquires europrospectus.com limited, whose service offers full text, clause, and field searching on debt, equity, and warrant prospectuses, programs, pricing supplements, and M&A transactions. The product is rebranded FactSet Global Filings.
  • FactSet celebrates its 10th anniversary as a public company on the NYSE:FDS.
  • FactSet consolidates four London offices to new premises at Broadgate West II, London to serve as the new headquarters for FactSet's London-based operations.

2007

  • FactSet releases ExcelConnect, the next generation of the FactSet JCF platform, which combines analytics and data in an easy-to-use Microsoft Excel environment.
  • FactSet Wireless is released, letting clients access real-time market data on their handheld device.
  • FactSet hosts the first Investment Process Symposium in Europe, helping Europe-based clients get more value from FactSet’s tools.
  • Amsterdam office opens.

2008

  • FactSet acquires DealMaven, Inc., whose tools are designed to improve the workflow of investment bankers when working in Microsoft Office.
  • Austin, Texas office opens.
  • FactSet is named one of FORTUNE’s “100 Best Companies to Work For.”
  • FactSet is named one of BusinessWeek’s “Best Places to Launch a Career.”
  • India office opens.
  • FactSet acquires a copy of Thomson Fundamentals database.
  • FactSet celebrates its 30th anniversary.

2009

  • FactSet is named one of the UK's Best Places to Work 2009.
  • FactSet dual lists on NASDAQ under the ticker symbol FDS.
  • Manila office opens.
  • FactSet partners with The Wall Street Journal to calculate the Journal's Annual Best on the Street Analyst Rankings.
  • The new FactSet is introduced, providing users with a powerful platform that unites comprehensive content and dynamic analytics in an intuitive interface.
  • Peter Walsh is appointed Chief Operating Officer. Michael Frankenfield becomes Director of Global Sales.

Timeline

2010

  • FactSet is named one of FORTUNE’s “100 Best Companies to Work For.”
  • FactSet expands proprietary content offerings with the releases of FactSet Private Equity, FactSet Fundamentals, and FactSet Economics.
  • FactSet is named one of the UK's Best Places to Work 2010.
  • FactSet acquires Market Metrics, Inc., the leading market research firm in the United States focused on advisor-sold investments and insurance products.
  • Dubai office opens.

2011

  • FactSet receives FORTUNE's "100 Best Companies to Work For" award, achieving this award three out of the past four years.
  • For the 3rd year, FactSet is named one of the UK's Best Places to Work.
  • FactSet Content is now used as a source by thousands of prestigious publications, including The Wall Street Journal, CNNMoney, the Associated Press, Barron's, MarketWatch, and Dow Jones Newswires.
  • The U.S. and Europe FactSet Symposiums return.

2012

  • FactSet is named one of FORTUNE’s “100 Best Companies to Work For.”
  • FactSet is named one of the UK's Best Places to Work and one of France's Best Places to Work.
  • FactSet acquires StreetAccount LLC (SA) to complement our news offering with distilled company news and market summaries.
  • FactSet releases Company Guide and other applications to expand its mobile offerings, focusing on the iPad.

2013

  • FactSet Instant Messenger released, providing clients with a compliance-friendly, open collaboration platform.
  • FactSet acquires Revere Data, LLC. Revere’s unique datasets help investors classify companies and understand how they fit into the global economy.

2014

  • FactSet opens a new office location in Singapore to meet the needs of its growing international client base.
  • FactSet acquires Matrix Solutions to offer even more intelligence to the UK financial services industry.

Timeline

2015

  • FactSet appoints Scott Miller as the Company's new EVP, Global Director of Sales succeeding Mike Frankenfield.
  • FactSet acquires Code Red Inc., a provider of research management technologies to the investment community. FactSet now offers an RMS for all its clients' workflows.
  • FactSet passes $1 billion in ASV in February 2015.
  • FactSet appoints Mark Hale as the Company’s new EVP, Chief Operating Officer, succeeding Peter Walsh.
  • Phil Snow is appointed Chief Executive Officer on July 1, 2015. He succeeds Phil Hadley, who remains a FactSet employee and continues to serve as the Chairman of the Board of Directors.
  • FactSet is awarded the Best Research and Analytics tool at the 2015 Systems in the City Awards.
  • FactSet acquires Portware, LLC for $265 million. With the addition of Portware, FactSet expands its capabilities to include multi-asset trade automation.

2016

  • The first FactSet-branded ETF, the SPDR FactSet Innovative Technology ETF, is launched.
  • FactSet divests its market research business focused on advisor-sold investments and insurance, consisting of Market Metrics and Matrix Solutions.
  • FactSet is named “Best Overall Provider”, "Best Research Provider", and "Best Analytics Provider" by Inside Market Data (IMD).
  • FactSet is recognized as “Best Data Analytics Provider” by Waters Technology and "Best Research and Analytics Tool” at the annual Systems in the City Awards.
  • Portware is awarded “Best Buy-Side EMS” for the third time, and is included on Global Finance’s first annual list of forex leaders.
  • FactSet is recognized as one of the UK’s “Best Workplaces” by the Great Place to Work® Institute UK for the eighth consecutive year.
  • FactSet is included on the “2016 Best Places to Work in France” list for the fifth consecutive year.
  • FactSet is ranked 89th on Fortune’s list of “100 Best Companies to Work For", marking its eighth appearance on the list in the last nine years.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 88,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France.