AlphaSense vs Verity

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 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 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, Bank of America, and JPMorgan
• 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, 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 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 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.

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

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.”

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 you precious time and energy, allowing you to get straight to analysis and other high-level tasks.

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.

Company Perspectives (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, Egnyte, 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:

• Exclusive content universe 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 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

Verity

Verity is a leading provider of investment research and management software that enables investment managers and firms to extract data and intelligence that can accelerate winning investment decisions. In October 2025, Verity was acquired by the TMX Group for the purposes of enhancing TMX Datalinx’s client offering.

Verity provides users with data and analytics that help them improve their research workflows using three key solutions:

VerityData

VerityData provides access to a wide range of structured data, including financial reports, filings, and key performance indicators from publicly traded companies. This product aims to deliver high-quality, reliable financial data that investment professionals can use to make informed decisions.

VerityData offers:

• InFilings – A system that enables users to discover, search, and stay updated on public disclosures and exclusive data and analysis. With InFilings, users can access 10-K and 10-Q filings, press releases, historical comparisons of documents, and visual portfolio tracking.
• InsiderScore – InsiderScore helps users generate ideas and make decisions faster from Verity’s proprietary data, analytics, and research. Users can monitor at-the-market offerings, management, and institutional ownership changes, stock buybacks, insider activity, and equity grants.
• Data Feeds and API – Users can take advantage of Verity’s data feeds and APIs to build better qualitative and analytical models.

VerityRMS

Also known as Verity Research Management System, the RMS is an AI-enhanced tool that helps users collaborate and make better decisions while giving portfolio managers, analysts, and compliance teams clearer, more efficient, and well-contextualized intelligence.

This system’s key features include:

• Centralized Research Repository – All external research and internal research that users already have access to are stored in this centralized, searchable repository.
• Generative AI – The system uses genAI to assist with tasks like summarizing research, autotagging key information, and automating certain manual tasks, resulting in increased efficiency and productivity.
• Collaboration Tools – The system integrates with Microsoft Teams, and also incorporates features for annotating, commenting, sharing, and collaborating with team members.
• Compliance Tracking – The system offers tools for managing compliance, such as activity monitoring, restricted list management, and automated reporting.
• Enterprise Search – The system enables users to find relevant information across a range of data types, such as structured and unstructured content.

VerityESG

This tool streamlines ESG and impact investing, helping users easily analyze ESG data and assess the sustainability performance of companies in their portfolio.

Key features include:

• ESG Data Integration – The tool provides access to ESG data and metrics from various companies.
• ESG Scoring and Analysis – The tool evaluates and scores companies based on their ESG performance.
• Reporting Tools – The tool generates ESG reports, helping firms comply with regulatory requirements and make informed investment decisions.
• Customizable ESG Metrics – Users can define and track their own ESG metrics, tailoring the analysis to their specific needs.

Verity is an ideal platform for investment managers looking for access to publicly available data sources. However, it may not be sufficient for professionals in search of a 360-degree overview of an industry or company. It lacks the critical voices of expert calls, broker reports, and other proprietary content sources. Additionally, Verity does not specialize in providing real-time market data, which is a limitation for users who need up-to-date market information.

Verity Pros

• Has access to public company filings, including 10-K/10-Q filings
• Offers access to behavioral analytics
• Has collaborative features and a user-friendly interface
• Has generative AI capabilities for increased productivity
• Has enterprise search capabilities, including the ability to upload internal documents
• Supports APIs and integration
• Supports updates and notifications
• Has AI and NLP search features

Verity Cons

• Verity’s generative AI capabilities are less robust and capable than many competitors’
• Lacks proprietary content sources like expert calls and broker research
• Limited real-time data
• Limited customization options with certain tools