List of FactSet Data Solutions Customers
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United States
Since 2010, our global team of researchers has been studying FactSet Data Solutions customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FactSet Data Solutions for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FactSet Data Solutions for Investment Research and Market Intelligence include: Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Merrill Lynch, a United States based Banking and Financial Services organisation with 40000 employees and revenues of $16.11 billion, Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Data Solutions, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FactSet Data Solutions customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Merrill Lynch | Banking and Financial Services | 40000 | $16.1B | United States | FactSet | FactSet Data Solutions | Investment Research and Market Intelligence | 2018 | n/a |
In 2018, Merrill Lynch Wealth Management implemented FactSet Data Solutions as its primary market data provider. FactSet Data Solutions, in the Investment Research and Market Intelligence category, delivered web based multi asset market data, analytics and data feeds to more than 15,000 wealth advisors in the United States, targeting improved investment research and client facing advisory processes across the wealth organization.
Implementation centered on FactSet Market Data and Data Feeds modules to provide real time market content, reference data and programmatic feed distribution. Configuration and analytics workflows were established to surface FactSet content inside advisor portals and internal research tools, with emphasis on entitlement controls and data normalization to support multi asset coverage and advisor facing applications.
Architecture was governed under a multi year enterprise agreement that centralized FactSet content for both application level consumption and feed level ingestion. Integrations explicitly involved embedding FactSet Data Solutions content into Merrill internal applications and portals, enabling web based distribution to advisors and programmatic delivery to downstream workflows in finance and wealth management.
Governance and rollout prioritized finance and wealth management workflows, coordinating content licensing, access controls and staged integration into advisor tools and portals. The engagement explicitly enhanced investment research and client facing advisory processes for Merrill Lynch Wealth Management in the United States, improving content access and distribution across advisor workflows.
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Raymond James & Associates | Banking and Financial Services | 19000 | $12.6B | United States | FactSet | FactSet Data Solutions | Investment Research and Market Intelligence | 2022 | n/a |
In 2022, Raymond James & Associates implemented FactSet Data Solutions as the primary market data and technology provider for its U.S. Private Client Group. FactSet Data Solutions, in the Investment Research and Market Intelligence category, was provisioned to deliver web-based market data, analytics and workstation access to roughly 7,500 financial advisors supporting investment research and wealth management in the United States.
The deployment focused on finance and wealth-management workflows with module usage aligned to FactSet Market Data and Wealth Workstation. Configuration emphasized centralized data feeds, analytics dashboards and workstation provisioning to standardize advisor workflows and reduce reliance on locally installed applications.
API integrations were incorporated to connect FactSet Data Solutions into advisor-facing tools and internal wealth management processes, enabling programmatic access to market data and analytics for downstream workflows. The operational scope centered on the U.S. Private Client Group, covering front-office advisor activity and investment research functions across the firm’s U.S. wealth-management operations.
Governance concentrated on centralized access controls and configuration management for the FactSet Market Data and Wealth Workstation capabilities, with rollout sequencing designed to provision advisors to the web-based workstations and enforce consistent data entitlements. The program explicitly sought to reduce dependence on locally installed applications and improve advisor productivity.
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Royal Bank of Canada | Banking and Financial Services | 96628 | $48.6B | Canada | FactSet | FactSet Data Solutions | Investment Research and Market Intelligence | 2021 | n/a |
In 2021, Royal Bank of Canada implemented FactSet Data Solutions as the primary market data and technology provider for its wealth management organization, deploying web based FactSet solutions and news services to over 8,000 wealth professionals across Canada and the United States. The deployment targeted finance and wealth management processes and was scoped to support investment research and advisory workflows under the Investment Research and Market Intelligence category.
The implementation used FactSet Data Solutions components aligned to market data aggregation, advisor desktop workflows, and enterprise data feeds. Public materials infer module usage that maps to FactSet Market Data, Advisor Dashboard, and Data Feeds, providing consolidated market content, real time and historical pricing, curated news, and an advisor facing dashboard for research and client advisory work.
Integration architecture centered on web front end delivery to advisors combined with API and data feed integrations into RBC internal applications and client portals. These integrations enabled programmatic consumption of market content and news within bank owned advisory platforms and client facing portals, aligning the FactSet Data Solutions deployment with RBC investment research and advisory systems.
Governance and rollout focused on centralized provisioning, entitlement configuration, and phased enablement across wealth teams to ensure consistent content access and compliance controls. Operational ownership resided with wealth management and finance functions, with the implementation structured to standardize research workflows and data distribution across RBC’s wealth organization.
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Buyer Intent: Companies Evaluating FactSet Data Solutions
- FactSet, a United States based Professional Services organization with 12886 Employees
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