Skip to main content
TrustRadius
AlphaSense

AlphaSense

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…

Read more
Recent Reviews

AlphaSense

7 out of 10
March 27, 2024
Incentivized
AlphaSense helps me keep up to date on news flow and management appearances for my coverage and watchlists. The document highlighting …
Continue reading

Love this product

8 out of 10
March 27, 2024
Incentivized
AlphaSense gives us the ability to do many things -
1) quick and thorough research before client meetings, understand the client and …
Continue reading

AlphaSense Review

10 out of 10
March 26, 2024
Incentivized
We use AlphaSense mainly for research purposes to stay on top of an industry or to learn about a new space quickly. The monitor …
Continue reading

AlphaSense Review.

10 out of 10
March 25, 2024
Incentivized
AlphaSense helps me quickly sift through (1) thousands of publicly available company information and (2) thousands of value-added …
Continue reading
Read all reviews

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

View all 9 features
  • Search Tools (130)
    9.2
    92%
  • Industry-Specific Information (135)
    7.7
    77%
  • Independent Research Access (130)
    7.6
    76%
  • Private Company Data (111)
    5.2
    52%

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Product Demos

AlphaSense Product Tour

Storylane
Return to navigation

Features

Financial Research

The most important features for the effectiveness of a financial research platform

7
Avg 8.2
Return to navigation

Product Details

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

Screenshot of AlphaSense's AI search, available across 2,000+ premium business data sources including SEC filings, earnings calls, broker research, business journals, news & more. It can be used to stay ahead of market-moving trends and instantly surface critical information buried within millions of documents.Screenshot of a single view of the industries, companies and themes within a fully-customizable dashboard, that can be tailored to fit any research process.Screenshot of a purpose-built generative AI that offers insights from a premium content universe.

AlphaSense Videos

AlphaSense: For Decisions That Matter
Salesforce Unlocks Competitive Insights with AlphaSense and Stream
Tech Mahindra Sifts Insights from Noise to Identify New Business Opportunities with AlphaSense
E2open Saves Hundreds of Hours Using AlphaSense

AlphaSense Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS

Frequently Asked Questions

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 research. The platform boasts users among 4,000 enterprise customers. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, and India.

S&P Capital IQ, Bloomberg Terminal, and Tegus are common alternatives for AlphaSense.

Reviewers rate Search Tools highest, with a score of 9.2.

The most common users of AlphaSense are from Enterprises (1,001+ employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(297)

Attribute Ratings

Reviews

(1-25 of 115)
Companies can't remove reviews or game the system. Here's why
March 27, 2024

AlphaSense

Score 7 out of 10
Vetted Review
Verified User
Incentivized
AlphaSense helps me keep up to date on news flow and management appearances for my coverage and watchlists. The document highlighting tools are also better than most peers' offerings. The new Notebook feature is very useful for saving important information in a central repository that my team and I surface in the platform.
  • 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
AlphaSense is fantastic when performing deep research on a topic, as the expert interviews and depth of information available are impressive. AlphaSense is a great complement to my research process, however, I don't think I could replace any tools with AlphaSense. Also, while the volume of information is vast, it can be very easy to get lost in the "noise" of news flow.
March 26, 2024

AlphaSense Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use AlphaSense mainly for research purposes to stay on top of an industry or to learn about a new space quickly. The monitor functionality has been helpful in keeping up to speed on certain companies. Additionally, the advanced search functionality allows us to find answers to very specific questions by combining two or more keyword searches.
  • Search
  • Monitor
  • Alerts
  • Sources
  • Quantative Data Exports
AlphaSense is well suited for companies that need to access research reports, SEC filings, expert commentary, or other high-quality data sources on specific companies or sectors that are of interest. AlphaSense does a great job at creating an easy-to-use platform for any user to search for whatever they want. The customer support is fantastic and always responsive to anything I need.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Staying on top of company news and trends. Competitive analysis. Market commentary. Basically looking for a one-stop-shop for all the reading I need to do on a topic, and it saves me a bunch of time by providing access to all public and paid research on any topic I am interested in on any company.
  • 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
Research, market analysis, market updates, company information, filings, articles, etc.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use AlphaSense to stay on top of news and other information about the companies I cover and leverage historical information for specific projects I'm working on. I'm able to quickly dive into an analysis of specific topics or technologies that I'm investigating, whether for one company or across the industry. It is much easier than checking all the blogs, press releases, articles, and filings for each company, news, and industry source. The smart text search and highlighting features are a simple but huge productivity booster.
  • 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 works very well for researching topics related to companies, technologies and/or industries. The information access is super useful. Sorting by search relevance and filtering by source type can help curate the information to what you are looking for. One area that could use some help is how to digest that information down to usable chunks. If your goal is to synthesize the information into your research, then the platform seems to have some tools to help do that, but it will still be a manual process. A CoPilot or similar integration could go a long way to improving the time to value of using this tool and the information it gathers for you.
PATRICK Curtin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use for market, customer and competitor intel on public companies
  • Collates information
  • Allows easy extraction of key data
  • learns to refine searches
  • Weak on private company information
  • Sometimes provides less relevant alerts
Rapid research on public companies and summaries of earning calls and trends
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it to run due diligence on companies in the space. Scope is rather broad.
  • 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)
Well suited for finding sources or quotes from company management in event transcripts
Less appropriate for longer keyword or phrase searches
Score 10 out of 10
Vetted Review
Verified User
Incentivized
While I leverage AlphaSense for various use cases, the two I will cover in the review are Competitive Intelligence and Market Analysis. Firstly, I leverage AlphaSense towards the end of every quarter to delve into our competition's earnings calls and fillings. The two features that have easily saved me 50% of the time are the table explorer, which looks at all previous documents and trends similar tables, and the generative AI earnings call summaries. Market Analysis is also a big use case for AlphaSense with its large collection of after-market research which can be leveraged. These can be related to specific organizations or markets as a whole.
  • 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.
AlphaSense is appropriate when performing market analysis, competitive intelligence, and due diligence. It has all of the information in one place so I don't have to go circling the internet to find information. For these three applications, I can't think of anything I have to go outside of AlphaSense for.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
AlphaSense helps our team to stay on top of developments in our markets and with our competitors on a global basis. Everything is organized and intuitive with the site, helping to ensure we can access the information and gain the insights quickly and completely. Especially like the push notifications that bring the information to us each day.
  • 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.
Using AlphaSense engine to track competitive activity and technology advancements has proven to be most helpful in our use of the platform. Having the content push to me each day makes it easy to digest the information and easy to share with colleagues. As new technologies come up we add them to our search criteria.
February 29, 2024

Consulting

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use it for research of client work, specifically when starting a new project or looking for unique insights
  • 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've used it to research innovation topics (5g, ai, crispr etc) and what companies / executives are saying about them and waht they are doing to harness the potential
- 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
February 26, 2024

Love this product!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it to conduct both quantitative and qualitative secondary research on companies and markets. The search tool makes finding specific information and data MUCH easier and faster than through any other source.
  • 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.).
When conducting research on specific companies and/or markets - it's the easiest way to gather both company and external information very quickly.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it mainly for competitive intelligence, keeping up with how our competitors are viewed by analysts, and developing market comps. I use the transcribed earnings calls and accompanying broker research to maintain our own internal assessments of our competitors. Most of this information is available elsewhere, but AlphaSense brings it all together into one searchable database.
  • Broker research.
  • Alerts
  • The iPad app isn't the best experience.
I use the transcribed earnings calls and accompanying broker research to maintain our own internal assessments of our competitors. Most of this information is available elsewhere, but AlphaSense brings it all together into one searchable database.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
To understand market trends using Wall Street insights. Also, I use it to keep track of my competitors, customers, and key topics of interest.
  • Search results on keywords.
  • Dashboards
  • Alerts on key topics.
  • User Interface.
  • Speed of usage of website. It gets slow at times.
  • Bugs
Alphasense is best for business development or marketing people who are looking to keep up with trends.
November 26, 2023

Time Saving Product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Quickly access information across a variety of companies and sectors. Can search by topic or keyword. This is a big timesaver.
  • AI
  • Search
  • Smart summaries
  • Providing context to the positive and negative sentiment
  • Pull more articles from publications, such as WSJ, FT, Bloomberg, etc.
Well suited for investment analysts.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
AlphaSense is used to access broker research and financial summary data, get insights on various industries quickly, access public information like news, public disclosures, annual reports, and investor presentations, and access public disclosures to authorities, like the FDA Extract data and tables from 10-Ks.
  • Get the right insights quickly
  • Pay only for the pages of research consumed
  • Industry research
  • Search within financial disclosures
  • Cite sources for financial numbers
  • Create Excel API for financial data
  • Provide ability to create comp sets like in CapIQ
Suited for a scenario where you have to search for a particular phrase or metric within public disclosures or within broker research for a particular company or industry or when searching within annual reports or investor materials.
November 06, 2023

great product

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it to search news and research for keywords. I also use it to follow research, set alerts for research reports.
  • user interface
  • search
  • stream transcripts
  • broker access
  • notes integration
  • entitlements
  • other sources
  • transparency
If you want to research one particular item across many companies then it's a great option that I highly recommend, their search is easy to use and easy to select what sources you want to include. The product is less appropriate for notes and transcripts of calls outside of research and earnings calls. Only the transcripts and research service is really helpful in my opinion. I believe the news and other data sources add too much noise.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it to scour for commentary from analysts for their views on our product and our competitors.
  • Capturing reports from top tier bulge bracket analysts.
  • Filtering of reports to get exactly what i need.
  • Sec filings.
  • Providing full access to all bulge bracket reports.
Great customer service, and a good variety of coverage of reports. You carry more than Refinitiv.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use AlphaSense regularly to conduct company/industry research. I primarily use it to review and analyze transcripts, filings, and broker research. The usability and various features make the product standout from peers. In particular, the smart search feature is excellent, and makes it extremely easy to sort through a large amount of information quickly. I also find the Notes function very useful to gather findings in one centralized place. The AI-based summaries of earnings calls are great when looking to get a quick snapshot for a company's quarterly call.
  • Smart search functionality
  • Great interface with easy ability to navigate between documents/transcripts
  • Access to aggregated broker research
  • It is not very easy to do searches across a specific industry rather than one company (requires use of advanced search functionality)
  • Can be a slow load time for long broker research reports
AlphaSense is excellent for reviewing and analyzing transcripts, filings, and broker research, particularly for understanding how companies are talking about key topics or trends given the smart search functionality. While the advanced search functionality is a bit tricky to use/slightly less intuitive, there are a number of good filters to help find specific examples/instances. I have not used it for news/media coverage so I cannot speak to how robust it would be there compared to other tools.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use AlphaSense as a tool to aid in our deep research into companies or fields of interest. It is helpful in our financial modeling, deep dives into complex topics, and as a source for transcripts. It is my go-to tool when looking for information on almost any work related query.
  • Historical financial tables
  • Transcripts
  • Web based search prioritization
  • Audio file navigation using available text in transcript
  • Developing larger pool of expert transcripts
I use AlphaSense weekly, if not daily, while at work. It is my go-to source when looking for information on the web. I also use it frequently when analyzing corporate filings, and find it incredibly useful for building out company financial models, as it has very easy navigation tables for both the current and past filings. It is not the best when looking for news articles, so I will often just use Google for that, but it isn't a deal breaker.
November 06, 2023

AlphaSense makes sense!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
1) After a live event, AlphaSense's transcripts are super helpful. They map the dialogue really well and provide tiny backgrounds to each of the speakers. Other platforms don't address this. AlphaSense even has sentiment indicators to make overall general themes for the call a lot easier to assess. 2) Data searching: I recently used AlphaSense to find certain info on guidance, and after only a few clicks I managed to find it immediately. Really helpful!
  • UI/UX is really good
  • Data searching tool is really effective
  • Event transcripts
  • Not a biggie but it does take time to load occasionally
  • I'm not aware of any live transcripts but that is something that I know I'd reliably use
Event transcripts are usually pretty accurate and easy to sift through. The ability to highlight is super useful too. I wouldn't really use AlphaSense's live transcript function since they are not as consistent with other platforms like Aiera. I'd like to see AlphaSense have that function so I can do all my research in one place.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use AlphaSense to stay up to date with the industries I work in, client we work with, and to assist with research using AlphaSense's cutting edge search tools. AlphaSense allows us to search and digest an enormous amount of information in a short period of time, allowing us to better serve our clients.
  • Search engine
  • Data aggregation
  • Identifying relevant information
  • Good user interface but things can always be improved
  • Continue expanding data sources
  • Continue push to integrate AI
AlphaSense is well suited to search and digest enormous amounts of public information and public research and distill down to the relevant points a user is interested in. AlphaSense is a time saver and allows better client service in professional services, and does much of the data searching for the user saving significant time.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Primary due diligence with expert transcripts. Research different industries and get expert opinions using AlphaSense pre-recorded database.
  • Recent transcripts
  • Wide coverage
  • Saves time
  • Interviewers could be more informed about the company
  • Better tracking of new content
  • Better integration with acquired companies
Company research. Saves time versus doing calls myself. Can easily search for specific themes/topics I'm interested in. Can track their responses over time.
Sarah Pitman, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a competitive intelligence analyst, I need to be able to access near real-time data about the activities of competitors, what is happening in the market, and what issues need to be tracked that could potentially impact our market. Alphasense helps me stay on top of key market trends as well as news that mentions competitors. I use Alphasense on a weekly basis due to the quality of information. I also use Alphasense to read analyst reviews and earnings calls. Alphasense highlights sentiment, which makes it much easier to quickly understand a large amount of information and also makes it easier to send to higher-level executives since sentiment is marked up already.
  • Key market trends- I input a topic name and get information related to the topic.
  • Competitor filings- Alphasense is able to get all the regulatory documents quickly.
  • Earnings calls- Alphasense now provides transcripts, which is incredibly helpful when I can't attend the earnings call live.
  • The dashboard changed its layout recently which makes it hard to relearn.
  • There are local websites that repost news articles. Alphasense frequently misses posts about competitor activities when news sites mention a competitor.
  • If there were some sort of effort to track competitor ads (visuals), that would be extremely helpful.
Alphasense is great for tracking subjects revolving around a topic. Also incredibly useful when I have to do a deep dive about a competitor in a field that is adajacent to the one I work in. Analyst reports are fantastic and worth the additional cost. Less helpful when it comes to things like tracking marketing efforts (search and display ads, social media campaigns, direct mail, radio/tv commercials). I have to use alternate sources for that. Also, I utilize linkedin to see public job postings of competitors because that potentially has a lot of useful and public data for understanding my competitors next actions Not appropriate for tracking pricing due to the way pricing is hidden from competitors and price is based on service address
October 28, 2023

Review of AlphaSense.

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Specific pieces of information, and looking for key words.
  • Finding relevant items.
  • easy to use.
  • nice interface.
  • Slow to load sometimes.
  • Searches can be more comprehensive.
  • Some features work on the older version but not new interface.
AlphaSense is useful when looking for specific words or information, as it saves time.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
To get regular updates on the end markets we serve which includes predominantly the Energy sector and on some special cases, research on particular end market/ product. Also use Wall Street Insights to get to know about industry performance, peer performance and market understanding. Access to research study by some of the leading market research companies always come in handy for our ad-hoc research studies.
  • Providing access to Market research studies industry wise, product wise and region wise
  • Access to research publications from investment firms like JP Morgan, Morgan Stanley, Goldman Sachs...
  • 24x7 support in addition to Bot service for urgent turnaround
  • Provide access to research reports on latest technology topics like Small Modular Reactor in Nuclear industry
  • Curate end industry commentary based on particular account expectations on regular basis ( monthly/bi monthly)
  • Mail communication regarding latest topics that are included to the AlphaSense library
Access to market related info / end market info from investment agencies is bliss, because these reports are hard to come by. There could be a bit more focus with respect to research reports on new developments/ latest tech topics surrounding Energy transition, which could help a lot of users in the Industrial machinery space as Energy is the new gold these days.
Sreenath Janakiraman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
AlphaSense is a good resource to use within an organization that requires consistent knowledge of industry happenings, analyst opinions, deep insights into topical concepts, and general financial information. It is used to bolster our organizational awareness of industry and general news happenings with/without bias. The product addresses gaps in understanding the latest news with a focus on delivering a breadth of resources from different organizations, hence providing the team with a plethora of viewpoints to make our own inferences.
  • Industry updates and news.
  • Analyst opinions.
  • Financial information.
  • Opinion pieces.
  • Veracity of financial results.
  • Speed of transcripts for earnings announcements.
  • Streamlined search and de-cluttering of the interface.
  • Better coaching/tab for just beginners.
AlphaSense is well suited to understanding industry happenings especially if focusing on a variety of analyst opinions. It is not that well suited to getting overarching information like "forecasts" for a huge industry (for example: IoT, Blockchain, etc.) It is also not well suited to searching for opinion pieces/industry research reports that focus on a non-company or non-regional aspect.
Return to navigation