AlphaSense vs Boosted.ai

When making investment decisions or conducting deep market research, having the right market intelligence platform makes all the difference. Most financial professionals today face information overload. Even as the amount of available data keeps increasing, extracting relevant insights remains a manual, fragmented, and inefficient process. The right AI-driven market intelligence platform is one that accelerates speed to insight and enhances manual research, improving confidence and gaining a competitive edge.

Below, we compare agentic AI platform Boosted.ai with AlphaSense, an all-in-one market intelligence platform, covering features, pros, and cons for each tool. We also discuss the best use cases for each platform and how to choose the right platform for your business needs.

Boosted.ai

Best for: Finance professionals wanting to cut down analyst hours on repetitive tasks by leveraging agentic AI and templatized workflows

Boosted.ai is an AI and machine learning company that automates investment management processes for the global financial industry. Its main value proposition is providing finance-specific AI tools that enhance portfolio management outcomes without any coding.

Boosted.ai serves over 300 clients, including institutional asset management and wealth management firms, hedge funds, and smaller advisory firms. Its flagship product is an agentic AI assistant, Alfa (predated by Boosted Insights). Unlike traditional prompt-based AI tools, Alfa operates via “agents” — autonomous AI workers that proactively monitor, analyze, and act on behalf of users, even without repeated instructions.

Boosted.ai’s main features and capabilities include:

Agentic AI (Alfa)

Alfa automates key investment workflows using AI agents. This AI agent continually monitors for updates and sends alerts to users according to their specific interests. Alfa automates manual workflows such as earnings analysis and market overviews by pulling from external data sources, Boosted.ai’s own proprietary financial data, and internal data uploaded by the user — all citable and verifiable.

Public and Proprietary External Content Sources

Boosted.ai’s Alfa draws from tens of thousands of public external sources, including earnings calls, news, and filings. In addition, Boosted.ai uses proprietary financial datasets that are tightly integrated into the AI models to increase their reliability and exclusivity. Alfa generally does not disclose specific data sources.

Internal Data Integration

Users can upload internal documents directly into their profile on Boosted.ai. These documents are then used alongside external data sources in Alfa’s analyses. Uploaded documents remain private to each team and are not used to train the AI model.

Portfolio Monitoring Tools

Boosted.ai offers several portfolio monitoring and management tools through Alfa, aimed at giving investment professionals proactive oversight, risk control, and actionable recommendations. These tools include portfolio health scores, visual breakdowns of performance attribution, risk visualizations, sector exposure overviews, portfolio suggestions and scenario analysis, and email notifications.

Workflow Templates

Alfa offers a variety of workflow templates designed to streamline investment research, analysis, and monitoring. The templates include:

• SEC filing risk analysis
• Earnings analysis and sentiment
• Competitor comparison
• ETF earnings risk
• High-level global macro summary
• Bond market overview
• Global market daily digest
• SWOT and segment analysis

These templates are preset and task-specific, designed to support financial workflows. However, they are much less customizable and flexible than some professionals may need. These templates are most useful for quick, repeatable tasks like monitoring and risk scanning — and are less suited for more complicated tasks like deep-dive research, pitch prep, competitive analysis, and due diligence.

Boosted.ai Pros:

• Intuitive, user-friendly interface
• Purpose-built for finance professionals
• Users can upload their internal documents, watchlists, proprietary datasets, and portfolio holdings directly into Alfa’s workflows
• Proactive smart assistant requiring minimal input from the user
• Accelerates and streamlines repeatable investment management tasks
• Strong customer support
• Scalable and enterprise-grade

Boosted.ai Cons:

• Out-of-the-box analytics and reports may not meet advanced customization needs
• No searchable premium, proprietary, public, or private data sets
• Not suited for exploratory, user-led investigations that require navigating through diverse sources manually
• Constrained monitoring tied to predefined workflows
• Not suited for ad-hoc research

AlphaSense

Best for: Financial and business professionals looking to surface deals quicker and with more confidence, conduct airtight due diligence, and monitor portfolios using advanced AI search

AlphaSense is a leading enterprise-grade market intelligence and AI search platform built for robust market and investment research. Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also recently named one of Fortune’s Top 50 AI Innovators and was ranked #8 on CNBC’s 2025 Disruptor 50 list.

Here’s how AlphaSense enables you to extract insights and intelligence from both high-value internal and external content with the power of artificial intelligence and generative AI — all on a single platform:

Extensive Out-of-the-Box Content Library

AlphaSense’s exclusive collection of 10,000+ private, public, premium, and proprietary data sources is unmatched in the industry. Our content includes:

• Company documents for both private and public firms, including earnings transcripts, company presentations, SEC and global filings, ESG reports, and press releases
• Wall Street Insights®, an exclusive collection of equity research covering more than 1,000 broker sources, including Goldman Sachs, Bank of America, and Wells Fargo
• Expert call transcript library with over 200,000 vetted interviews (including with competitors, suppliers, customers, and KOLs). Learn more about the combined offering of AlphaSense and Tegus here
• News, industry reports, trade journals, and regulatory documents

Enterprise Intelligence

AlphaSense’s Enterprise Intelligence solution allows you to integrate and query your own internal content alongside the premium external sources listed above. That includes:

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

In this way, AlphaSense centralizes all your internal and external knowledge in one place. With AlphaSense, enterprise users can leverage industry-leading search, summarization, and monitoring tools to enhance and accelerate your research. Our genAI capabilities deliver instant, accurate, and secure summarizations with the ability to ask follow-up questions across both your proprietary internal data and hundreds of millions of premium external documents.

AI Search & Summarization Technology

AlphaSense has invested 10+ years into the development of our tech stack. Our industry-leading suite of AI tools, purpose-built to deliver business-grade insights, includes:

Generative Search

Generative Search, now with Deep Research capabilities, transforms how users can extract insights from our vast library of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries.

Generative Search helps you get up to speed on a company or topic by instantly surfacing the answers you need. You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

Generative Grid

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

Generative Grid pulls data from both premium external documents in the AlphaSense platform and users’ internal content. From there, users can choose pre-built templates or create their own to automate routine workflows. Each summary provides a direct citation to the source material it was pulled from.

Users can leverage this tool to track earnings transcripts, compare competitors at a glance, parse through deal rooms in seconds, track macro event impacts, or analyze merger proxy filings, among many use cases.

Smart Summaries

Smart Summaries can instantly surface earnings insights (reducing time spent on research during earnings season), quickly capture company outlook and bull/bear cases from analyst research, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees. All Summaries provide you with citations to the exact snippets of text from where the summaries are sourced — combining high accuracy with easy verification.

Smart Synonyms™

This unique feature, proprietary to AlphaSense, has the ability to understand both the keyword and search intent behind any of your queries — factoring in search results that include variations in business language. For example, a search for “TAM” will also bring back results on “addressable market” and “market size.”

Relevancy Algorithm

AlphaSense’s advanced algorithm also eliminates noise (i.e., content with matching keywords but ultimately irrelevant to your specific search objective) and surfaces only the most relevant results based on market research workflows. This algorithm saves time and energy, allowing you to get straight to analysis and other high-level tasks.

Sentiment Analysis

Sentiment Analysis, a natural language processing-based feature, parses through content and identifies nuances in the tone and subjective meaning of text. It then uses color coding to help readers identify passages in the document that have positive, negative, and neutral sentiment.

Additionally, this technology assigns each search term a numerical sentiment change score to help users track any slight change in market sentiment over time. Users can take advantage of this feature to make better-informed investment decisions and improve risk management strategies.

Company Perspectives (BamSEC)

BamSEC effectively makes quantitative investment research easier by transforming how you work with public company data. By streamlining access to SEC filings, earnings and events transcripts, financial documents, and more, BamSEC enables analysts to focus on what matters, save time, and do better work.

BamSEC allows users to search across multiple companies and SEC filings. Customers can use these documents to perform due diligence on companies and explore performance metrics efficiently. Using the tables on BamSEC, users can explore past filings, create models, and benchmark company performance — all in one place — without needing to pull up individual filings to manually track a company’s metrics.

Financials and Metrics (Canalyst)

Users gain instant access to over 4,000 global fundamental models and over 60 industry dashboards, all hand-built and sourced by sector-focused analysts. Unlike building your own models and comp sheets, using our off-the-shelf models, dashboards, and data reduces your time spent on manual data sourcing — allowing you to focus your time on analyzing data, not aggregating it.

Integration Capabilities

Users can easily integrate content at enterprise scale through our Ingestion API or enterprise-grade connectors — including Microsoft 365/Sharepoint, Box, Google Drive, S3, Egnyte, and more.

Our integration capabilities allow for more streamlined collaboration with members across your organization, improving overall team productivity. Our proprietary AI technology surfaces crucial insights across both internal and external company content, catching what other platforms miss in a secure and automated way.

AlphaSense also offers content processing and content management. Content processing allows company recognition within user documents, while content management features support custom tags, metadata, and folder structures to better search through internal content.

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 enable 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 capture data without reading through pages of documents.
• Snippet Explorer allows you to effortlessly look at 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:

• Exclusive content universe that spans key market perspectives, including broker research, expert calls, company documents, news, and regulatory sites
• 10+ years of investment in AI
• Incorporates AI search technology, machine learning, and sentiment analysis
• Generative AI features like Deep Research, Generative Search, Smart Summaries, and Generative Grid for enhanced and streamlined workflow
• AI and genAI tools can be applied to integrated internal content
• 4,000+ pre-built financial models that update automatically
• Live transcripts that allow users to view past, present, and future event transcripts in a calendar and view event transcripts in real time
• Automated and customizable alerts
• All-in-one research platform
• Mobile app that includes all platform content and AI search capabilities
• User-friendly interface
• Internal note-taking, sharing, and collaboration features
• Support for APIs and integrations
• Supports enterprise-level organizations and teams
• Enterprise-grade data production complying with global security standards: SOC2, ISO270001, FIPS 140-2, SAML 2.0
• Excellent customer support team, including 24/5 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

Features Comparison

Why Choose AlphaSense?

AlphaSense is trusted by 90% of the top asset management firms, 80% of the top private equity and venture capital firms, 88% of the S&P 100, and 95% of the top consultancies.

Unlike Boosted.ai, which is exclusively designed for financial workflows, AlphaSense is purpose-built to empower professionals across all industries to conduct deep, comprehensive, and streamlined market research. Rather than limiting you to preset workflows and templates, AlphaSense gives you full control of your research, monitoring, and analysis. Our genAI features, monitoring tools, and proprietary datasets help guide your research without ever sacrificing flexibility or exploration. Whether you are performing complex queries or searching for insights beyond the status quo, AlphaSense is the right platform.

On top of internal data integration, AlphaSense provides a vast content universe of premium and proprietary data. Coupled with our industry-leading suite of AI and generative AI tools, you are able to perform deep, comprehensive investment research in less time and with greater confidence.

Boosted.ai is a great choice if you are a finance professional simply looking to automate routine tasks and use agentic workflows to accelerate investment management processes. If, however, you are interested in deeper, exploratory research, access to differentiated insights, and industry-leading AI and genAI capabilities that help you get the most value out of each insight — choose AlphaSense.