Overview
What is AlphaSense?
AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity…
Huge AlphaSense fan!
A strong tool for expert call insights!
AlphaSense has been a fantastic tool for Market and Competitive Intel work in the Energy space.
AlphaSense
Love this product
1) quick and thorough research before client meetings, understand the client and …
Investor Relations - AlphaSense Supporter
AlphaSense Review
AlphaSense's excellent ROI
One stop shop for market intelligence!
AlphaSense consolidated my effort from multiple platforms and dozens of browser tabs down to one window.
AlphaSense Review.
AlphaSense Pros with a little bit of Cons
CI Tool for Strategic Decision making
Great but with room for improvement
How AlphaSense Differs From Its Competitors
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
For this reason, we log in when we need to or when customer service indicates a new feature is available, play around a little and then return to normal …
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
AlphaSense Market Intelligence
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Search Tools (130)9.292%
- Industry-Specific Information (135)7.777%
- Independent Research Access (130)7.676%
- Private Company Data (111)5.252%
Reviewer Pros & Cons
Product Demos
AlphaSense Product Tour
Features
Financial Research
The most important features for the effectiveness of a financial research platform
- 5.2Private Company Data(111) Ratings
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
- 7.7Industry-Specific Information(135) Ratings
The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry
- 7.6Independent Research Access(130) Ratings
The ability to access third-party analyses, e.g., Morningstar reports
- 7.2M&A Analysis(106) Ratings
The quality and completeness of mergers and acquisitions filings, news, rumors, etc.
- 5.5Supply Chain Data(72) Ratings
The quality and completeness of information on how a company sources its materials and other production resources
- 6.1ESG Data(70) Ratings
The quality and completeness of data on Environmental, Social, and Governance practices
- 7Credit Ratings Reports(63) Ratings
The quality and completeness of information on corporate credit ratings
- 8.1Macroeconomic News(95) Ratings
The quality and completeness of news and information about current macroeconomic events and trends
- 9.2Search Tools(130) Ratings
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is AlphaSense?
AlphaSense is a market intelligence and search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500.
Content and data types include:
10,000+ searchable data sets aggregating broker research, SEC filings, regulatory content, earnings & conference call transcripts, private company data, news, and 4,000+ trade journals
Wall Street Insights®, an exclusive collection of real-time and aftermarket research from global bulge-bracket brokers, as well as regional and boutique firms
Expert Insights' library of expert call transcripts between business operators and buy-side analysts
Users can also upload their own internal reports and data, making it indexable for internal users in the AlphaSense platform.
AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information.
AlphaSense Screenshots
AlphaSense Videos
AlphaSense Competitors
AlphaSense Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(297)Attribute Ratings
- 8.4Likelihood to Renew17 ratings
- 8.6Availability18 ratings
- 7.4Performance18 ratings
- 9Usability205 ratings
- 8.2Support Rating13 ratings
- 8.3Online Training7 ratings
- 9.1In-Person Training1 rating
- 9Implementation Rating5 ratings
- 9Configurability4 ratings
- 7.8Product Scalability18 ratings
- 8.2Ease of integration1 rating
- 9.1Vendor pre-sale4 ratings
- 8.1Vendor post-sale4 ratings
- 8.2Professional Services2 ratings
- 7.1Contract Terms and Pricing Model3 ratings
Reviews
(1-25 of 209)AlphaSense Pros and Cons
- Narrow search
- Document summary
- Access to multiple data sources
- Improved private company data and financials
Less appropriate trying to find private company data. In this scenario, PitchBook has much improved private company data
Huge AlphaSense fan!
- Search
- Quick analysis
- Competitor monitoring
- Price is high
A strong tool for expert call insights!
- AlphaSense has a unique database of expert network calls
- AlphaSense allows a full text search across SEC and non-SEC documents
- AlphaSense allows you to use it as a central repository for notes on names
- AlphaSense isn't a full replacement for CapitalIQ or Bloomberg. It lacks all the fundamental data of those sources (i.e. historical revenue, earnings, cash flow)
- AlphaSense can be a bit overwhelming because there is so much depth to the product. It requires some training to master
- Sometimes the website can be a little slow to load when searching for things.
AlphaSense has been a fantastic tool for Market and Competitive Intel work in the Energy space.
- Availability/variatey of valuable sources
- Search functionality (keyworkds, filters)
- Ability to save dashboards and workflows
- Notebooks
- AI generated content
AlphaSense
- New "Smart Summaries" are a useful new development to improve research speed
- Document highlighting capabilities are better than most peers
- Expert network interviews are fantastic to dive deep into a company
- Earnings summaries are AI generated and often miss key points
- Sentiment scores are often misleading or make mistakes (and aren't overly useful to my research process)
- the data / table stitcher struggles to provide "clean" data that is easy to consume in Excel
Love this product
1) quick and thorough research before client meetings, understand the client and recent activities
2) when writing our reports and client briefings, extracts from equity reports and financial calls
3) Word trends help us understand what is important in the industry
4) for industries we are not familiar with, finding a good report is worth 2 hours of googling.
- equity reports
- expert interviews
- key word trend
- financial report summaries
- When adding companies by industry, the AI should suggest similar companies
- Adding industries using the standard code in the system, e.g. "durables" is too broad and pointless
- Conglomerates are in many industries, it would be good to be able to select a particular division of a conglomerate
Investor Relations - AlphaSense Supporter
- Organization of Reports
- Simple
- Cutomer Service
- Building searches
- Missing REserach Analysts
- Non Transcript AI
AlphaSense Review
- Search
- Monitor
- Alerts
- Sources
- Quantative Data Exports
AlphaSense's excellent ROI
- Organization's Financial Background
- Peer Comparison
- News feed and news release compilation
- Analyst's reports
- Overall Market assessments
- Opportunity sizing
- Data-driven non-financial analysis
However, if your data is less public, broader in scope, or simply "softer", AlphaSense does not work as well.
However, for overall market sentiment directional analysis iot is a good tool.
The fact that you may search an enormous number of data sources from a single control pane with advanced features and filters works remarkably well.
One stop shop for market intelligence!
- Key word searches
- Summarizing sentiment for a company
- Providing access to all documents, articles, etc. pertaining to a search
- conducting research, highlighting, taking notes
- listening in on expert commentary not readily available elsewhere
- Smart syllables are not too smart... often confuses intended meaning for something else
- Mail alerts are hard to read and digest... would prefer summary of finding versus presenting snippets
AlphaSense consolidated my effort from multiple platforms and dozens of browser tabs down to one window.
- aggregates all data and information sources
- search functionality is flexible and easy to use
- the search term highlighting feature makes it super easy to just jump to the relevant text
- a little more flexibility on the dashboard building
AlphaSense Review.
- Boolean-based search, especially finding quantitative figures.
- Bring together all publicly available and 3rd party information to a single platform/view.
- Sort results by different factors (i.e date, score, etc.).
- Search always treats "and" as a boolean "AND".
- Certain broker reports (notably Citi) sometimes breaks the UI.
AlphaSense Pros with a little bit of Cons
- Document tracking
- Similar tables
- Transcripts
- Data consolidation (similar to BamSEC)
- Private company filings/details
- Newsrun
CI Tool for Strategic Decision making
- Collates information
- Allows easy extraction of key data
- learns to refine searches
- Weak on private company information
- Sometimes provides less relevant alerts
Great but with room for improvement
- Highlight keywords in transcripts
- Comprehensive data sources
- Find obscure company documents
- Search hits for multiple keywords or phrases (google search seems to be more effective for these)
Less appropriate for longer keyword or phrase searches
Alphasense review.
- Once I had to see the filings of Bargain Purchase cases, it helped me finding that.
- The other day I had to identify sale of a ROU asset under pro forma sections.
- There are instances where we have to search for words that are in combination. Like for example, the sale of ROU assets, Deloitte Auditor, and some other criteria, Alphasense, I think, can improve where the required criteria are multiple. Even if not, I think it's awesome.
AlphaSense Review 2024
- Great user interface
- Best search feature around
- Combining tables from multiple different financial documents
- Summarizing Earnings Calls
- Generative AI summaries will not load 5% of the time.
- Sometimes the option to calculate Q4 in the table explorer is not visible when it should be.
- Sometimes I will leverage the portfolio monitor and it will highlight a different company than I have selected.
A Work In Progress
Its use for us is limited, as all of these tools are, as we still have limited visibility to private players, but it is getting better all the time.
Its A.I. powered auto summary with positive and negative sentiment of earnings calls etc is a real time-saver.
- I. Sentiment summary
- Analyst report access
- Hints and Tips from the support team
- More rounded financial reviews
- Collaborate with companies like Buro Van Dyck etc to get more info on private companies
Private company research remains a challenge.
Accessing reports through links don't often go direct to source, but lead you to the system. This is not advantageous for other readers without licenses and other platforms offer a different model where readers don't have to have a license.
- Narrowing down search
- Useful analyst reports
- Single window availability of all information
- Ability to directly extract data into excel format
- I would like to see more analyst coverage. For example CITI reports are not part of AlphaSense as of now and those are pretty useful documents for my sector.
- Downloadable dashboard for large volumes of data.
- Custom research options for specific concerns
AlphaSense Review
- Sorting by keyword
- User interface ease of use
- Timely Updates
- Keyword search sometimes has information not relevant
- Ability to save authors
- Folders for companies/industries
AlphaSense exceeds expectations in market intelligence capabilities
- Great team that listens and helps us enhance our experience.
- Able to track competitors' content on a daily basis.
- Always improving the site to add capabilities.
- Especially like the KOL interviews.
- Continue to add Ai to the mix as it strengthens the ready access.
- Add more KOL interviews in medical device, especially eye care.
- Continue to enhance the intuitive nature of the site.
Consulting
- research on key topics
- finding keywords in earnings reports
- getting up to speed on a company
- better information on private companies
- easier to manipulate sentiment data outputs
- I love the sentiment analysis as a first pass of what the company is talking about
- it's more usful than google for researching a topic
AlphaSense
- summaries
- market research
- macro research
- leave more transcripts accessible from prior years
Love this product!
- Search capabilities.
- Breadth of research sources.
- Expert interview transcripts.
- Downloadable data tables.
- Standardized view of specific data (segment-level financials over time, ownership breakdown, etc.).
Great product for public information!
- Analyst report collation.
- Keyword highlighting within documents.
- Competitive landscape snapshots.
- Takes a while to load.
- Lack of non-financial research reports; i.e., market reports.
- Lack of diversity in sources.