AlphaSense vs Intelligize

Overview

AlphaSense

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 No. 8 on CNBC’s 2025 Disruptor 50 list.

Both AlphaSense and Intelligize are AI-powered research and analytics tools designed to help professionals access and analyze business and financial content quickly. However, Intelligize's primary focus is on SEC compliance, legal research, and disclosure benchmarking for legal, accounting, and corporate reporting teams. AlphaSense is an all-in-one market intelligence solution that serves corporate, financial services, consulting, and legal teams.

Users can get streamlined access to SEC filings with AlphaSense, but they also get the context necessary for holistic, comprehensive intelligence — through premium, proprietary content sets that include company documents, news, broker reports, and expert calls.

AlphaSense includes the following key features:

Extensive Out-of-the-Box Content Library

AlphaSense exclusive collection of 10,000+ private, public, premium, and proprietary data sources are unmatched. Our content includes:

• Company documents for both private and public companies, 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
• 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 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, and allows you to leverage our 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 content 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 is purpose-built to deliver business-grade insights:

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.

When searching for insights, 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 at the same time 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 to save 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.

Smart Summaries

This feature allows you to glean instant 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 is proprietary to AlphaSense and 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.”

Sentiment Analysis

Sentiment Analysis, a natural language processing (NLP)-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 the document’s positive, negative, and neutral sentiments.

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 it to make better-informed investment decisions and improve risk management strategies.

SEC Coverage and Company Performance (BamSEC)

Make 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)

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 — like Microsoft 365/Sharepoint, Box, Google Drive, S3, and more.

Our integration capabilities allow for more streamlined collaboration with members across your organization and improve overall team 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.

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 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 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:

• Vast content database that spans key market perspectives, including broker research, expert calls, company documents, news & regulatory sites
• 10+ years of investment in AI
• Incorporates AI search technology, machine learning, and sentiment analysis
• Generative AI features like Generative Search, Smart Summaries, and Generative Grid for enhanced and streamlined workflow
• AI and genAI tools can be applied to integrated internal content
• Streamlined access to SEC filings through BamSEC
• 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

Intelligize

Intelligize is a web-based research platform that provides analytics, regulatory insights, and exclusive news and data to Fortune 500 companies, Am Law 100 firms, and all of the Big Four accounting firms. This platform helps its clients stay updated and compliant with SEC regulations, make stronger contracts and agreements, and improve financial reporting standards.

Part of its trove of research documents includes SEC disclosures, financial industry news, financial data, company ownership, M&A insights, and more. Additionally, Intelligize uses generative AI and advanced search technology to extract high-quality insights from authoritative sources and provide links to verifiable citations.

However, Intelligize lacks comprehensive access to all the integral content sets necessary for holistic market intelligence. It offers limited coverage of broker research, press releases, and global regulatory filings — only what is available through FactSet. It has no expert call transcripts, and there is no integration of internal company content for unified search. Additionally, Intelligize is U.S. and Canada-focused, making it less suitable for global market intelligence.

Intelligize includes the following key features:

Intelligize+ AI

Intelligize+ AI is a genAI tool designed to streamline and enhance your SEC compliance research process by combining advanced search technology with Intelligize’s deep pool of SEC disclosure documents.

The genAI tool can create document summaries, condensed explanations of documents, which save you hours of research time. It can also be used to compare SEC documents, identify differences, and highlight areas where disclosure standards have significantly developed or changed. The Ask AI feature allows you to ask questions about your search results, and the tool will quickly extract one or more specific data points from multiple documents to answer your queries.

Finally, Intelligize+ AI can benchmark your business against competitor disclosures, giving you better intelligence on risk factors, financials, business models, and management discussions and analysis.

Advanced Search, Tagging, and Filtering

Users can easily search across nearly 2,000 specific sections and topics within SEC filings and related content thanks to proprietary tagging. Filters enable users to search by company attributes, document type, industry classification, or specific SEC section.

Visualization Tools

Intelligize provides visual analytics like topic overviews, year-over-year trends, and SEC comment patterns by section. Additionally, visual dashboards aid in spotting ESG disclosures, CAMs, restatements, and disclosure trends.

Alerts and Research Support

Intelligize offers robust support aimed to elevate user proficiency, which includes expert research teams and tailored training. The platform also comes with sample searches and templates to jump-start research efficiently. Finally, custom alerts notify users of new filings, comment letters, or regulatory updates.

Intelligize Pros

• Features a suite of powerful genAI tools designed to streamline SEC compliance research
• Comprehensive database for SEC filings
• Access to data from both public and private companies
• Access to analyst reports and company documents through FactSet
• User-friendly interface

Intelligize Cons

• Expert calls are limited to what FactSet allows
• No access to expert calls
• Access to fewer sources of high-quality information than many competitors