Good morning. For several years, Samantha Greenberg used AlphaSense to analyze companies. Now she’s the platform’s CFO.
AlphaSense is a specialized AI-powered search engine for companies, investors, and analysts. Instead of the open web, the platform indexes a library of about 500 million documents, including premium business content such as SEC filings, earnings transcripts, and expert research.
Greenberg became chief financial officer on Monday, succeeding Joe Hill. She has used the product for more than seven years as an investor — a relationship she said shaped how she thinks about finance teams operating in a data-heavy, AI-enabled environment — and more recently as a corporate user in CFO roles.
“It’s a product I love,” she told me on her first day at the company.
Greenberg’s appointment comes as AlphaSense, a New York-based private company, reports more than $500 million in annual recurring revenue and over 7,000 customers, including 70% of the S&P 500 and 90% of the S&P 100, she said. Reports in March said the company is seeking hundreds of millions in new funding at a valuation above its prior $4 billion mark from a 2024 Series F. Greenberg declined to comment on fundraising but called it “really exciting to see institutional investor validation of the momentum and value and impact that our AI platform is delivering in the marketplace.”
Earlier in her career, she spent nearly 20 years as a tech and consumer investor at firms including Goldman Sachs and Citadel before moving into operator roles as CFO at Mint House and, most recently, CFO of ID.me.
In AlphaSense’s platform, AI reasoning across long context windows helps compress research workflows from hours to under an hour, Greenberg said. She cited use cases from investment analysis to M&A sourcing and competitive benchmarking, including for private companies without SEC filings. Workflow agents can now generate outputs such as Excel models and PowerPoint decks, she said, “truly from data to decision.”
As CFO at AlphaSense, Greenberg’s priorities include building real-time, data-led forecasting. Greenberg also serves on Wharton’s AI and Data Science Board. AI tools have shifted finance teams from manual modeling toward insight generation, she said. Looking ahead, she aims to support AlphaSense’s international expansion and execute on a product roadmap she called “incredibly exciting.”
Outside the office, Greenberg said she reads extensively about AI. And ever since growing up in Philadelphia, she continues to root for the city’s sports teams, especially the Eagles and 76ers.
Sheryl Estrada
sheryl.estrada@fortune.com
