FactSet
FactSet is a technology and data company that delivers comprehensive software solutions and financial data to investment professionals worldwide. By providing a unified platform, FactSet enables users to access essential information about global markets, public and private companies, as well as equity and fixed-income portfolios. Its tools facilitate portfolio analysis, allowing clients to effectively measure investment performance, assess risk, and evaluate exposure and attribution. With a focus on flexibility and user-friendly design, FactSet supports its clients in making informed investment decisions through instant access to critical analytics and market insights.
TableTop Data
Acquisition in 2025
TableTop Data builds software tools to save finance professionals time on presentation tasks.
DealMaven
Acquisition in 2008
DealMaven provides tools to improve the workflow of investment bankers when working in Microsoft Office®. DealMaven’s add-ins for Microsoft Excel®, PowerPoint® and Word® help firms gather, analyze, check and present data more efficiently. DealMaven’s financial analysis training program has been employed by several bulge bracket investment banks.
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