AlphaSense

AlphaSense is a leading enterprise-grade AI platform built for robust financial and market research. AlphaSense uses AI to turn a vast universe of financial and market data into structured, digestible, actionable insights. And with integrated workflow support, as well as comprehensive monitoring and analysis tools, AlphaSense not only speeds up insight discovery, but enables you to take more confident strategic action.

Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also named for the second year in a row in Inc’s 2025 Best in Business list in the “Best AI Implementation” and “Best in Innovation” categories.

Key AlphaSense features include:

Curated, Premium Datasets

AlphaSense is the only tool that combines public and private financial data with expert call transcripts, broker research, and news in one place. By bringing together qualitative and quantitative insights, AlphaSense gives you the necessary context to make smarter and better informed decisions.

Premium External Market Insights

Our library of qualitative content includes:

• Wall Street Insights, a collection of equity research that features more than 1,700 broker sources, including Goldman Sachs, Morgan Stanley, Bank of America, and Citi
• Expert calls, which includes over 240,000 interviews with pre-qualified experts and the ability to conduct your own 1:1 calls with 70% cost savings compared with traditional expert networks. This also includes Channel Checks, which are AI-led interviews with validated industry experts, which result in faster, more consistent, and more scalable insight extraction.
• Company documents and filings, including earnings transcripts, company presentations, SEC and global filings, ESG reports, and press releases
• Live transcripts that allow users to view past, current, and upcoming event transcripts in a calendar, as well as view transcripts of ongoing events in real time
• News, trade journals, and regulatory coverage

Company Perspectives

AlphaSense streamlines access to SEC filings, earnings and events transcripts, financial documents, and more. Users can easily search across multiple companies and SEC filings, as well as explore past filings, create models, and benchmark company performance, without needing to pull up individual filings to manually track a company’s metrics.

Internal Content Integration

Users can integrate and query their own internal content in AlphaSense alongside the premium external sources listed above. This includes:

• Internal research, notes, and presentations
• CIMs and investment memos
• VDRs
• Reports from industry and market intelligence providers
• Emails, newsletters, web pages, and RSS feeds

Internal content is easily and securely integrated through our Ingestion API or enterprise-grade connectors, which support Egnyte, Microsoft 365/Sharepoint, Box, Google Drive, S3, and more. Our integration capabilities allow for more streamlined collaboration with members across your organization and improved productivity. Our proprietary AI technology allows you to search across all internal and external company content to find crucial insights, catching what other platforms miss in a secure and automated way.

Financial Data

AlphaSense provides access to the following crucial quantitative insights:

• Historical Financials & Estimates: Standardized statements and consensus data across 19,000+ public companies
• Sector-Specific KPIs: Detailed operating metrics sourced from institutional-grade Canalyst models
• Transaction Intelligence: Details on nearly 1 million M&A deals and 750,000 private funding rounds, enriched with AI-generated deal rationale and strategic context
• Dynamic Peer Sets: 125+ pre-built industry comparables with sector-specific metrics

Channel Checks

AlphaSense Channel Checks is a living channel intelligence system. Thousands of consistent conversations every month surface clean, comparable signals on demand and pricing from ground-level channel sources weeks before the market catches on. Our AI-led interviews surface demand trends, pricing movements, and competitive dynamics as they happen instead of in static postmortem reports.

AI-powered synthesis turns expert perspectives into actionable intelligence instantly, not over the course of weeks. You can simultaneously interrogate dozens of Channel Check interviews across peer sets to extract demand, inventory, and pricing insights in seconds. And with full transcript access, you can build conviction through source-level verification and defend investment recommendations with primary source evidence, eliminating the trust gap inherent in third-party research summaries.

AI Search & Summarization Technology

Our industry-leading generative AI tools are purpose-built to deliver business-grade insights, leaning on 10+ years of AI tech development. Our suite of tools currently includes:

Generative Search

Generative Search is a conversational search experience that allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

With Deep Research mode, users can automate the creation of in-depth analysis about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic — in a fraction of the time it would take a human.

Generative Grid

Generative Grid applies multiple genAI prompts to many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.

Smart Summaries

Every earnings transcript in AlphaSense features an AI-generated Smart Summary, which creates a tearsheet of key takeaways, analyst Q&A, and the most critical topics discussed in each call. AlphaSense users leverage Smart Summaries during earnings season to extract the most crucial insights from each call in minutes, not hours, and ensure that nothing is missed.

Sentiment Analysis

Sentiment Analysis, a natural language processing (NLP)-based feature, parses content and identifies nuances in language such as tone and subjective meaning. It then uses color coding to help users identify instances of positive, negative, and neutral sentiment throughout the document.

Integrated Workflows

AlphaSense helps research professionals conduct key workflows with greater speed and confidence by incorporating the following features in the platform:

• AlphaSense Excel Add-In: Excel tool with custom formulas and simple syntax, analysis templates, and pre-built Industry Comps to quickly get you up and running.
• Canalyst Model Access: 4,500+ ready-to-use models with detailed financials, operating metrics, and segment breakdowns.
• Purpose-built automations: One-click agents that run full earnings workflows, from in-depth call analysis to tracking a company’s self-reported guidance to extracting key themes from analyst Q&As.
• Domain-Specific AI: Unlike generic AI tools, our financial AI is trained and benchmarked to understand sector dynamics, valuation methodologies, and market context just like an analyst would.

Monitoring, Analysis, and Collaboration Tools

AlphaSense is designed to help users find insights faster. In order to do that, we offer a number of tools that extend beyond search and summarization to help users accelerate research tasks.

• Customizable dashboards create a centralized information hub for monitoring key companies and themes, while tailored alerts provide real-time updates.
• Powerful collaboration tools like Notebook and commenting features help teams manage and share insights more effectively.
• Table Tools allow you to move faster with spreadsheet-style visualizations directly from company filings, so you can chain together, edit, and optimize tables for analysis.
• Image Search allows you to discover insights buried in charts to quickly return data without reading through pages of documents.
• Snippet Explorer allows you to effortlessly assess any topic or theme and all its historical mentions in a single view.
• Automated Monitoring allows you to set up real-time alerts that send instant updates on any relevant market movements, news, emerging trends, and competitor activities. We also generate snapshots of companies and topics regularly that keep you ahead of the curve with actionable insights.

AlphaSense Pros:

• Extensive content database that spans key market perspectives, including broker research, expert calls, company documents, news, and regulatory sites
• Extensive quantitative insights and financial data workflow and analysis tools
• GenAI features like Generative Search, Deep Research, Smart Summaries, and Generative Grid for enhanced and streamlined workflows
• Automated and customizable real-time alerts
• Mobile app that includes all platform content and AI search capabilities
• Internal note-taking, sharing, and collaboration features
• Support for APIs and integrations
• Supports enterprise-level organizations and teams
• Excellent customer support team, including 24/7 chat with product specialists, a Live Help button on the website, and regular live AlphaSense Education webinars

AlphaSense Cons:

• Visualization tools are limited at this time
• Collaboration tools are limited to users with AlphaSense licenses

AlphaSights

AlphaSights is a leading global expert network that connects businesses with industry experts. The platform combines expert network coverage, technology, and compliance to provide business intelligence to its clients and aid in strategic decision-making and analysis.

The AlphaSights network of experts is particularly well-suited for investment bankers, private investment firms, mutual funds, management consulting firms, corporations, and non-government organizations.

AlphaSights provides mostly qualitative insights, which may not meet the needs of teams that require detailed quantitative analysis and data-driven decision-making. Additionally, the platform’s reliance on human expertise may be an ill fit for organizations seeking more robust automated offerings. AlphaSights also lacks critical content sets such as broker research, company documents, and news, and does not offer AI-powered search capabilities or sentiment analysis. This makes the platform insufficient as a standalone solution for conducting full-scale market or investment research.

AlphaSights includes the following key features:

Expert Consultations

AlphaSights provides access to pre-qualified industry experts for video or in-person sessions. Experts are typically sourced and scheduled within 24 to 48 hours, depending on task complexity.

Content Library

AlphaSights features a searchable archive of previously conducted expert interviews, transcripts, and insights, allowing clients to access curated insights on demand.

Surveys and Custom Insights Projects

Clients can request quantitative surveys or qualitative insight collection across specific expert audiences. This supports hypothesis testing, market validation, or structured data gathering efforts from a targeted group of experts.

AI-Powered Tools

AlphaSights offers AI tools that can summarize expert calls, synthesize documents, and generate project briefs automatically.

Customizable Workflow Tools

AlphaSights features a centralized dashboard for managing expert consultations, recordings, transcripts, and collaborative team efforts. Tools for scheduling, tagging, and categorization are designed to streamline the research process, while real-time notifications aim to help users stay on top of workflows.

AlphaSights Pros:

• Large global network of industry specialists
• Fast access to vetted expert insights
• Serves an array of industries and business functions
• Offers expert call services and consultations
• Users report high-quality service and customer support
• Incorporates some AI tools

AlphaSights Cons:

• Quantitative offerings are limited
• No sentiment analysis
• No broker research, company documents, or news
• Cannot upload internal content
• No support for integrations or organizations
• Scheduling process for expert consultations can be time-consuming
• Not a standalone research solution

Related Reading: AlphaSights vs Third Bridge

Choosing the Right Tool for Your Business Needs

When selecting a platform for effective market intelligence, buyers should consider platforms that offer both qualitative and quantitative data analysis, AI-driven insights, and real-time access to an extensive content universe. These valuable offerings enable organizations to analyze diverse data sets and make informed decisions quickly and efficiently.

AlphaSights is mainly an expert network that connects clients with vetted industry experts for direct consultations and primary insights, focusing on one-on-one expert engagements rather than search-driven, AI-powered analysis. Because it lacks robust quantitative insights or qualitative insights beyond expert transcripts, AlphaSights cannot serve as a standalone research solution. Those looking for a comprehensive tool that supports end-to-end market research will need to supplement with an additional tool.

By contrast, AlphaSense is an AI-powered market intelligence platform, aimed at automating workflows and speeding the time from discovery to deliverable. It does this by aggregating key content sets for holistic market research, including expert calls but also broker reports, company documents, news, regulatory information, and quantitative financial data. AlphaSense also incorporates advanced search and AI features to streamline workflows, filter out the signal from the noise, and give its users an indisputable competitive advantage.

AlphaSense is the perfect fit for anyone looking for a one-stop solution that combines expert insights with trusted market data, powerful AI search, and end-to-end research workflows.