TD Wealth Selects FactSet as Market Data Provider

NORWALK, Conn., November 13, 2025 -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, and TD Wealth announced the launch of a multi-year strategic relationship, making FactSet one of the market data providers of choice for TD Wealth in Canada.

The collaboration between FactSet and TD Wealth deploys FactSet Workstations to TD Wealth Private Wealth Management and TD Direct Investing colleagues across the country and harnesses FactSet's industry-leading content feeds and Application Programming Interface (APIs) to power their retail client portals in Canada-enabling simpler, faster and more disciplined execution across the businesses.

"TD Wealth is one of Canada's leading firms, and FactSet is pleased to bring our technology and consistent, high quality data offerings to bear as they seek to deliver an exceptional experience for their teams and their customers alike," said Kristina W. Karnovsky, Executive Vice President and Head of Dealmakers & Wealth at FactSet.

"Access to high-quality market data helps our colleagues simplify how they work and deliver faster for clients," said Wallace Barbour, Associate Vice President, Solutions and Enablement at TD Wealth. "FactSet will help create more capacity for our teams, so they can focus on what matters most-deepening relationships and supporting clients throughout their financial journeys."

About FactSet FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving approximately 9,000 global clients and over 237,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

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