FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
AI search and research platform for investors and corporate strategy teams
NY, USFounded 2011Venture-backedalpha-sense.com
AlphaSense runs a market intelligence platform that lets investment and corporate teams search and summarize research content with AI. Its financial services customers include asset managers, hedge funds, private equity firms and investment banks, and its asset management pages also pitch the service to family offices, mutual fund and ETF managers, and pension funds.
The platform indexes company filings, earnings call transcripts, news, sell-side and independent broker research, and a library of expert interviews sold as Tegus Expert Insights. The company says it holds more than 500M documents. Users can run generative searches that cite each source sentence, set alerts on holdings and watchlists, pull metrics from earnings calls, and use AI agents for market mapping, due diligence and investment memo drafts. Structured financial data covers fundamentals, markets and transactions, and Excel and PowerPoint add-ins let analysts build models and slides inside the platform. An Enterprise Intelligence tier adds AI search over a firm's own internal documents.
AlphaSense was launched in 2011 by Jack Kokko, its chief executive, and Raj Neervannan, and has its headquarters at Hudson Yards. It has also bought BamSEC, Canalyst and Sentieo. It sells annual subscriptions, from per-seat plans to enterprise packages, without published prices.
No stories about AlphaSense yet.
Follow AlphaSense to get our reporting on it as it is published.
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
Data & researchCustom quote
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
Data & researchPer seat
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
Data & researchCustom quote
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
Data & researchFree tier, paid plans
Market data, portfolio analytics and client reporting for advisors
Data & researchFree tier, paid plans
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.