FactSet Research stock (US3030751057): Valutico partnership expands private markets capabilities

FactSet Research announced a collaboration with Valutico to deliver an integrated valuation workflow for private capital markets, automating manual processes for institutional investors.

FactSet Research announced a strategic partnership with valuation technology provider Valutico to launch an integrated, end-to-end workflow for private capital markets valuation, according to MarketScreener as of May 13, 2026. The collaboration aims to replace manual, spreadsheet-based valuation processes with an automated system designed to meet rising investor demand for frequent and transparent valuations in private markets.

As of: May 13, 2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: FactSet Research Systems Inc.
• Sector/industry: Financial data and analytics software
• Headquarters/country: United States
• Core markets: Asset managers, private equity, institutional investors, finance professionals
• Key revenue drivers: Financial data platform, analytics tools, market information services
• Home exchange/listing venue: NYSE (FDS)
• Trading currency: USD

FactSet Research: core business model

FactSet Research Systems specializes in developing and operating a comprehensive financial data management and analysis platform for institutional investors, asset managers, private equity companies, and finance professionals. The platform provides financial data and market information on securities markets, companies, and industries, enabling clients to identify investment opportunities and analyze, monitor, and manage investment portfolios. The company serves a global client base of institutional investors seeking integrated solutions for data aggregation, analytics, and portfolio management.

Main revenue and product drivers for FactSet Research

FactSet's primary revenue streams derive from its core financial data platform, which aggregates market information, company fundamentals, and analytical tools. The company's offerings include real-time market data, research integration, portfolio analytics, and wealth management solutions. The Valutico partnership represents an expansion into the private capital markets segment, addressing a growing need among institutional investors for automated valuation workflows that reduce manual effort and improve transparency in private equity and venture capital valuations.

Strategic expansion into private markets

The partnership with Valutico signals FactSet's strategic focus on capturing growth opportunities in the private capital markets segment. Private equity and venture capital firms increasingly require frequent, transparent valuations to meet regulatory requirements and investor reporting standards. By integrating Valutico's valuation technology with FactSet's data platform, the combined solution aims to streamline workflows and reduce reliance on manual spreadsheet-based processes, which are time-consuming and prone to errors. This expansion complements FactSet's existing wealth management and institutional investor solutions.

Conclusion

FactSet Research's partnership with Valutico represents a strategic move to expand its addressable market in private capital markets, where demand for automated valuation solutions continues to grow. The integration of Valutico's technology with FactSet's established data platform positions the company to serve institutional investors seeking to modernize their valuation workflows. For US investors, this partnership underscores FactSet's commitment to innovation and its ability to identify and capitalize on emerging opportunities within the financial technology and data analytics sector.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.