#1 most frequent
United States of America
67.9%205 installations of 302
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 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.
Categories & Use Cases
Media
1 / 3
Screenshot of AlphaSense's AI search, available across 2,000+ premium business data sources including SEC filings, earnings calls, broker research, business journals, and news. It can be used to stay ahead of market-moving trends and instantly surface critical information buried within millions of documents.
Top Performing Features
Independent Research Access
The ability to access third-party analyses, e.g., Morningstar reports
Category average: 8.1
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4
Industry-Specific Information
The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry
Category average: 8.1
Areas for Improvement
ESG Data
The quality and completeness of data on Environmental, Social, and Governance practices
Category average: 6.4
Credit Ratings Reports
The quality and completeness of information on corporate credit ratings
Category average: 6.4
Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 6.2
Who Buys & Uses AlphaSense
#1 most frequent
Finance and Insurance
24.8%76 installations of 307
“This enables us to have richer conversations with founders and make decisions faster.”
#2 most frequent
Manufacturing
22.1%68 installations of 307
#3 most frequent
Professional, Scientific, and Technical Services
17.3%53 installations of 307
#2 most frequent
Canada
6.6%20 installations of 302
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.3%16 installations of 302
Pros
- Synthesizes and aggregates financial information using AI
- Provides effective AI summaries for high-level overviews and insights
- Consolidates diverse data sources into a centralized location
Cons
- Search functionality can be cumbersome for longer timeframes or external links
- Limited advanced AI features for detailed questions and standard research tasks
- Lacks real-time financial data and comprehensive private company information
Good and credible research tool for AI driven insights
Use Cases and Deployment Scope
I use AlphaSense to create earning call dashboard for healthcare sectors. I also use it for searching reports on specific topics/themes.
Pros
- The Generative Grid is really good platform for generating insights using AI
- The Helpdesk is very responsive and helpful
- User interface is great
Cons
- It would be great to see some Agentic AI capabilities in AlphaSense in future that can execute standard research tasks
- There could be some ‘plug-in’ features to link it with Excel for quantitative analysis
- If AlphaSense can start sending a dossier on sector trends that would be incredibly useful!
Return on Investment
- Saves a lot of time doing secondary research
- Good and useful feature to download reports/analysis
- Credible source
Usability
Alternatives Considered
S&P Capital IQ, LSEG Eikon, Evaluate, Clarivate Biopharmaceutical and Healthcare & Medtech Learning Solutions
Other Software Used
S&P Capital IQ, PitchBook, Evaluate
AlphaSense easy to use tool helps us to stay on top of the competitive environment
Use Cases and Deployment Scope
In my role I use AlphaSense for on-going monitoring of the competitive environment for the disease areas we focus on. The dashboards provide a quick and up-to-date view of the latest news from a plethora of sources that ensures most perspectives are covered. With the daily e-mails I am also reminded in a smooth way.
Pros
- Source information from various types of sources
- Easy set up of searches and monitoring alerts
- Clear overview of what information is new
Cons
- Management of dashboard in terms of marking information as read/not read
- Adding possibility to tag information for internal dashboards
- Availability of all information in just one subscription (no additional features as add-ons)
Return on Investment
- Very deep insights in the evolving competitive landscape
- Broad range of sources allows for a very complete picture of the areas we are assessing
Usability
Alternatives Considered
GlobalData and Cortellis
Other Software Used
GlobalData
AlphaSense - the leading comp intelligence platform.
Use Cases and Deployment Scope
Use it as my command center to track a list of public and private companies.
Pros
- News monitoring
- Generative search
- Agentic workflows
Cons
- Private company financial information
- Improving reporting
Return on Investment
- Has streamlined my company monitoring with great, custom dashboards which enable me to focus on just the info I need.
- Has dramatically increased the depth at which I can research and support my decisions.
- Consistently allows me to uncover material, relevant pieces of information that are buried in reports.
Usability
Alternatives Considered
PitchBook and S&P Capital IQ
Other Software Used
PitchBook, S&P Capital IQ
AlphaSense Pros and Cons
Use Cases and Deployment Scope
Private Company data. Narrow's a web search using key words/phrases. Access to research reports with the ability to only purchase relevant details
Pros
- Narrow search
- Document summary
- Access to multiple data sources
Cons
- Improved private company data and financials
Return on Investment
- Efficiencies in accessing relevant research
- broader content sources that are targeted
Usability
Alternatives Considered
PitchBook, FactSet and Gartner Peer Insights
Other Software Used
PitchBook, FactSet, Gartner Peer Insights
AlphaSense A Good RMS For Investment Research
Use Cases and Deployment Scope
AlphaSense is used by The Motley Fool's investing team as a research management system. We use the built-in AI to gather insights on conferences, quarterly earnings reports, and material news related to the companies under coverage. We also publish notes in the system to ensure everyone has the latest thinking from covering analysts.
Pros
- AI summaries of earnings reports are helpful at a high level, but be wary of repetitive content.
- AlphaSense handles images and screen captures pretty well, making research notes more useful.
- Isolating content is pretty intuitive. Example: I can enter a ticker, and under the content options I can click for "transcripts only" so that I'm not endlessly scrolling to find the transcript I want.
- Audio is embedded with most transcripts so it's easy to listen and follow along in the text, highlighting what I need for later reference.
Cons
- The AI does a good job of handling one document at a time but often delivers ineffective results if searching for insights over a longer timeframe -- say, a trailing 12 month period.
- There's no mechanism for uploading documents. (To be fair, AlphaSense has added a feature for *defining* the documents to which you want to limit your search, which is an improvement.)
- There should be a mechanism to add comments inside my own notes. (Think about how you can add a comment to a sentence or paragraph in Word or Google Docs. Sometimes contextual notes are helpful.)
Return on Investment
- I don't have a tangible number, but I can say that AlphaSense appears to have been good value as a research management tool. We probably would have spent at least as much as our annual subscription fees to build something a fraction as good.
- AlphaSense AI has also been quite useful in that its highly targeted at a set of financial data that I need. The AI is far from perfect -- especially when evaluating a multi-quarter set of data -- but it tends to at least source data I wouldn't find on my own.
Usability
Other Software Used
Airtable, Notion, Slack
