FactSet

TableTop Data builds software tools to save finance professionals time on presentation tasks.

LiquidityBook is a provider of scalable trade management solutions designed for buy-side and sell-side firms worldwide. The company offers a Software-as-a-Service (SaaS) platform that facilitates order and execution management, portfolio management, and FIX network connectivity. Its advanced suite of products includes features for compliance, as well as pre- and post-trade processing, allowing clients to enhance their trading workflows. By offering a fully hosted platform, LiquidityBook supports a diverse range of asset classes, counterparties, and geographies, enabling firms to navigate the trading landscape more efficiently while fostering improved relationships within the industry.

BMLL Technologies Ltd. is a financial data company based in London, established in 2014. It operates a cloud-based platform that provides advanced analytics and historical data specifically for capital market participants. The platform utilizes machine learning and inference frameworks to analyze limit order book data from various global financial markets, enabling clients to gain insights into market behavior and forecast price movements. BMLL offers immediate access to standardized Level 3 data, which includes the trading intentions of all market participants, along with pre and post-trade analytics. This service is particularly beneficial for investment banks, hedge funds, asset managers, and academic institutions, allowing them to conduct tasks such as order book simulation, back-testing, risk assessment, and compliance measurement without the need to purchase or curate their own data. BMLL's Data Science as a Service platform is designed for flexibility and scalability, providing users with extensive computational resources and a comprehensive historical record of detailed order book data across various asset classes.

Irwin specializes in providing investor relations software aimed at assisting public companies in maximizing shareholder value. The platform offers a user-friendly, integrated solution that enables organizations to target, monitor, and engage with global investors. By leveraging comprehensive investor and shareholder data, Irwin's tools facilitate enhanced stakeholder awareness, promote higher trading volumes, and contribute to stable share prices. The company's commitment to service excellence further distinguishes its offerings, empowering capital markets professionals to cultivate stronger relationships within the investment community.

Aidentified is a Boston-based company founded in 2017 that specializes in relationship mapping and sales prospecting. Its platform utilizes predictive analytics and advanced AI-based relationship intelligence to assist sales teams, account executives, and brands in identifying and connecting with highly targeted, qualified prospects. The company provides real-time monitoring and identification of wealth events, enabling clients to harness data in predictive, prescriptive, and personalized manners. Through its AI-powered data products and application-based insights, Aidentified aims to enhance revenue growth for its clients by facilitating more strategic connections in the marketplace.

Accelex provides a platform for investors and asset servicers in alternative assets to efficiently acquire, extract, and analyze investment data. By leveraging artificial intelligence and machine learning, Accelex automates the processes of accessing, extracting, organizing, and analyzing data from alternative investment portfolios. This technology allows clients to gain comprehensive insights into their investments, ranging from the overall portfolio to individual underlying assets. The company's systems utilize natural language processing and machine vision to convert unstructured content into structured data, enabling firms to maximize their understanding of critical investment performance and transactional information.

Accela Technology Corporation specializes in providing infrastructure software designed for indexing, searching, and retrieving information across various repositories. The company's notable product, eAccela, serves critical operational needs, while its XML-integrated multilingual business document server enhances document management capabilities. Established in 2001 and headquartered in Tokyo, Japan, Accela Technology focuses on developing knowledge management solutions that improve business productivity for its clients. By leveraging advanced technology, the company aims to streamline information access and enhance organizational efficiency.

idaciti, Inc. operates a platform that provides real-time access to public financial and non-financial data, enabling users to analyze and visualize this information effectively. The platform is designed for a diverse range of users, including analysts, investors, corporate executives, data journalists, and business academics. By facilitating the creation of compelling narratives and the sharing of insights, idaciti allows users to work swiftly and efficiently, focusing on data-driven decisions. Founded in 2013 and based in New York, the company aims to make financial data more accessible and collaborative for its users.

BMLL Technologies Ltd. is a financial data company based in London, established in 2014. It operates a cloud-based platform that provides advanced analytics and historical data specifically for capital market participants. The platform utilizes machine learning and inference frameworks to analyze limit order book data from various global financial markets, enabling clients to gain insights into market behavior and forecast price movements. BMLL offers immediate access to standardized Level 3 data, which includes the trading intentions of all market participants, along with pre and post-trade analytics. This service is particularly beneficial for investment banks, hedge funds, asset managers, and academic institutions, allowing them to conduct tasks such as order book simulation, back-testing, risk assessment, and compliance measurement without the need to purchase or curate their own data. BMLL's Data Science as a Service platform is designed for flexibility and scalability, providing users with extensive computational resources and a comprehensive historical record of detailed order book data across various asset classes.

CUSIP Global Services (CGS) is a key provider of standardized identifiers for financial instruments, managing a comprehensive database that uniquely identifies over 50 million global securities. The organization serves as the exclusive provider of CUSIP and CINS identifiers worldwide and is the official numbering agency for ISIN identifiers in the United States. CGS's systems streamline efficiencies across the global financial ecosystem by offering a common language for identifying a diverse range of financial products, including equities, debt issues, derivatives, and syndicated loans. Additionally, CGS supports various functions such as research, analysis, portfolio management, and back-office operations, ensuring that subscribers are informed about new securities, updates, and changes to existing records.

Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, specializing in software solutions for private equity and venture capital firms. Founded in 2011, the company offers a range of tools designed to analyze, benchmark, and monitor private market data and fund performance. Their primary products include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which compares fund and portfolio performance against peers and market indices; and the Deal Calculator, which provides insights on operational changes in portfolio companies and their impact on returns. Cobalt Software's offerings facilitate performance reporting, cash flow tracking, manager selection, and benchmarking, thereby enhancing the decision-making processes of finance, management, and investor relations teams. The company has established a strategic partnership with Hamilton Lane to further enhance its service capabilities.

BTU Analytics is a consulting and research analysis firm focused on the North American oil, natural gas, and natural gas liquids markets. The company delivers independent, fundamentals-based analysis through subscription reports that include market outlooks for oil and gas, various analytical tools, and project consultation services. By providing in-depth research notes and segmentation analysis, BTU Analytics empowers clients to develop their projects effectively and make informed decisions in a dynamic energy landscape.

TruValue Labs, Inc. is a technology company based in San Francisco that specializes in providing real-time sustainability data analytics for investors, financial institutions, and corporations globally. The company offers a range of products, including the INSIGHT360 APP, which evaluates sustainability performance and provides insights on environmental, social, and governance factors for public companies and industry sectors. Other offerings include INSIGHT360 ON EIKON, which highlights sustainability risks and opportunities within client portfolios, and the Insight360 ESG Data API, which utilizes real-time data for similar assessments. Additionally, the Insight360 Data Service employs artificial intelligence and big data to deliver alternative datasets based on recognized sustainability standards. By leveraging natural language processing and machine learning, TruValue Labs delivers actionable insights that enhance transparency for portfolio managers, analysts, sustainability managers, and executives, helping them make informed investment decisions in a landscape where sustainability issues are increasingly significant. The company was incorporated in 2013.

BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.

Interactive Data Managed Solutions AG develops, distributes, and operates customized financial market information systems for banks, online brokers, media portals, and asset managers. Its solutions include PrimePortal, which offers customized financial information systems with market data, analytics, and news for financial service providers and portals; PrimeTerminal, which offer professional users of banks and financial service providers support in optimizing customer-oriented processes.

Vermilion Software is an international provider of client reporting software and services specifically designed for investment managers across various sectors, including institutional asset management, retail, banking, and wealth management. The company offers a comprehensive suite of services that includes report generation, workflow management, and distribution, aimed at enhancing business reporting and communication within the asset management industry. Its flagship product, the Vermilion Reporting Suite (VRS), is noted for its automation capabilities, user empowerment, and consistent quality, enabling clients to achieve greater control and visibility in their reporting processes. With a focus on delivering software excellence, Vermilion serves clients in the United Kingdom and globally.

CYMBA Technologies Limited specializes in providing business solutions tailored for the asset management and hedge fund sectors. Established in 2006 and based in London, the company offers a suite of products, including Athena IMS, which supports portfolio modeling, analytics, order generation, and trading across various asset classes such as equities and fixed income. Additionally, its Centurion solution assists with compliance management, while Silverstone enhances trading execution capabilities through integrated market data. CYMBANET serves as an electronic trading network facilitating connections with brokers and trading venues. The company also delivers implementation consultancy, training, and production support. Its client base encompasses a diverse range of financial institutions, including asset managers, hedge funds, family offices, and brokerage firms, both in the UK and internationally. CYMBA Technologies operates as a subsidiary of FactSet Research Systems Inc.

Portware LLC specializes in providing multi-asset trade automation solutions for global equities, futures, options, and foreign exchange. The company offers a range of products designed for various trading environments, including Portware Enterprise, a customizable trade management and execution system suitable for single stock, portfolio, basket, automated, and algorithmic trading. Another key product is the Portware Strategy Server, an algorithmic engine that facilitates high-volume and high-frequency automated order management. Additionally, Portware FX provides traders with a comprehensive view of the foreign exchange market through a customizable trading interface. Founded in 2000 and headquartered in New York, Portware also maintains offices in London, Hong Kong, and Hyderabad. The firm partners with a diverse clientele, including quantitative hedge funds, institutional investment firms, brokers, and dealers, to enhance workflow efficiency and streamline trading operations. As of 2015, Portware operates as a subsidiary of FactSet Research Systems Inc.

Code:Red is a provider of research management technologies designed for the investment community. The company allows firms to integrate their research, unique workflows, and data from various systems into a cohesive and efficient investment process. By consolidating essential information and tools, Code:Red enhances the ability of investment professionals to make informed decisions, promoting a streamlined approach to investment management.

Matrix Solutions are leading data and research firms for advisor-sold investments and insurance worldwide.

Revere Data specializes in providing industry classification and supply chain data, along with analytics and index solutions tailored for the global financial services sector. Its offerings are designed to assist both traditional and alternative asset managers in identifying alpha generation opportunities and enhancing risk management strategies. Additionally, index owners and fund sponsors leverage Revere's data to develop innovative investment products that cater to a diverse clientele, including institutional and retail investors.

Market Metrics is a provider of market research services that specializes in delivering market intelligence and strategic consulting. Originally part of the Monitor Group, the firm focuses on advisor-sold investments and insurance products. It assists senior managers in gaining insights into their competitive strengths and weaknesses, which enables them to enhance customer relationships and increase market share. Through its research services, Market Metrics aims to equip businesses with the necessary information to make informed decisions and improve their overall performance in the market.

DealMaven specializes in enhancing the productivity of finance professionals, particularly investment bankers, by offering tools that integrate with Microsoft Office applications such as Excel, PowerPoint, and Word. These add-ins facilitate the efficient gathering, analysis, verification, and presentation of quantitative data, significantly streamlining workflow processes. Additionally, DealMaven provides a financial analysis training program that has been utilized by several leading investment banks, further supporting the development of skills necessary for financial analysis. The company's solutions aim to reduce costs while improving the overall efficiency of financial operations.

Europrospectus is an online platform that offers efficient access to a wide range of hard-to-find prospectuses and specific clauses within them. The service is designed for professionals in the international capital markets, including investment banks and law firms. Users can perform detailed searches using text, field, and clause queries to locate required information within prospectuses related to equity, fixed income, and derivatives, as well as asset-backed securities, loans, and bond obligations. Europrospectus can be utilized for internal purposes or integrated into a client's extranet, providing flexible options to meet user needs.

Derivative Solutions is a provider of analytics and portfolio management software to financial institutions trading and investing in bond markets. Since 1991, Derivative Solutions products have provided tools necessary for the proper valuation and risk management of fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, treasury, agency, corporate, municipal and derivative instruments. Traders, analysts, portfolio managers and risk managers at leading Wall Street institutions, as well as regional dealers, banks, insurance companies, investment managers, and other financial market participants use the Derivative Solutions suite of products for bond trading, portfolio management, risk management, hedging and performance attribution.

StreamVPN Limited specializes in providing advanced tools for brokerage houses and equity fund management clients to enhance the value of equity research. Its flagship product, the Alpha Network, launched in 2003, facilitates communication between institutional money managers and the brokerage community by enabling users to filter, track, and evaluate high-conviction investment ideas tailored to specific investment criteria. The Alpha Network has quickly gained traction in the industry, with over 2,000 brokers from more than 100 sell-side firms actively utilizing the platform. Additionally, the company offers the Alpha Pool, introduced in 2004, which allows fund managers and brokerage firms to share and monitor internal investment ideas. StreamVPN's services have established it as a key player in the equity research sector, streamlining the process of identifying valuable market insights.

FactSet CallStreet specializes in providing high-quality transcripts of quarterly conference calls conducted by public companies. This service is designed to cater to the investment community by offering fully corrected and formatted transcripts, ensuring that users receive accurate information. In addition to the transcripts, FactSet CallStreet also supplies corporate calendar information, which further aids investors in making informed decisions. By delivering reliable and comprehensive data, the company supports the needs of investors seeking clarity and insight into corporate communications.

TrueCourse, Inc. is a research firm specializing in takeover defense intelligence, proxy voting, and corporate governance. The company's online SharkRepellent product and custom research services provide critical strategic situation awareness that is relied upon by leading investment banks, law firms and institutional investors.

JCF Group is a highly-regarded supplier of global broker estimates to institutional investors. JCF provides investment professionals with easy-to-use, customizable tools for accessing global broker estimates, analyzing detailed financial information and managing the automatic generation of research reports.

LionShares provides stock ownership information and analysis to investment banks, investor relations department, institutional investors, and financial advisors.

Innovative Systems Techniques is a provider of database management and decision support systems.