Integration streamlines investor onboarding to private funds, digitalizes fund subscriptions, and centralizes investment reporting for institutional investors wealth managers.
NEW YORK, NY, October 6, 2026 — SUBSCRIBE, a global fintech company providing the leading enterprise operating system for alternative investments, today announced a strategic partnership with FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets. The partnership integrates SUBSCRIBE’s private markets workflow and data solution into FactSet’s leading platform for trusted data, research, & analytics, and advisor and client intelligence, delivering an end-to-end private markets experience for institutional investors and wealth managers.
Our goal has always been to rebuild the critical infrastructure and data layers required for managing private market fund investments. FactSet is one of the investment and wealth management industries’ leading providers of portfolio performance, risk analytics, and reporting software. Together, we can deliver a truly superior end-to-end experience to institutional and wealth management investors at scale.
Founder and Chief Executive Officer of SUBSCRIBE
The integration provides FactSet’s clients with seamless investor onboarding to private funds, digitalized fund subscriptions, and centralized post-trade investment reporting, enabling investors to manage, analyze, and monitor private and public investments side by side within a single platform.
This partnership creates meaningful value for our clients, streamlining and synthesizing data for greater visibility into private market portfolios. As inflows to alternative investments continue to grow, our integrated offering with SUBSCRIBE is uniquely positioned to deliver value across the total portfolio, including both public and private investments.
Senior Director and Head of Advisor & Client Intelligence at FactSet
SUBSCRIBE currently serves both institutional investment and wealth management firms, supporting over $6 trillion in private market assets for leading institutional investors and alternative asset managers, and more than 55,000 financial advisors across 800 wealth management firms. The partnership extends SUBSCRIBE’s reach to FactSet’s more than 8,600 global clients and 219,000 individual users, equipping them with alternative investment workflow tools embedded directly into their existing research, analytics, and investment processes.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,600 global clients, including over 219,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
