Hebbia

Hebbia

Hebbia is an AI analysis platform for finance professionals, letting asset managers, bankers, lawyers and corporates analyze documents and data at institutional scale.

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Last Updated Oct 22, 2026
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About

Hebbia is an AI platform built for finance-sector knowledge work, used by asset managers, investment banks, law firms, and Fortune 500 companies. It addresses a chronic bottleneck in these fields: analysts spend large portions of their time reading and synthesizing thousands of filings, transcripts, decks, and internal documents rather than forming judgments.

The company's core product, Max, is described as an AI analyst that works alongside deal teams. Users point Max at a firm's documents and connected data sources, and it produces analytical outputs such as tables, summaries, and slide-style snapshots, with citations back to source documents. A companion component called Matrix organizes work into rows and columns so repeated analytical tasks can run across many companies at once, turning individual AI work into firm-wide productivity. Hebbia is a private company headquartered in New York.

Key Features

Max AI analyst: An AI assistant that reads large document collections and answers analytical questions, described by the vendor as "your new top bucket analyst."
Matrix: A grid-based workspace where each row can represent a company and each column a research task, letting teams scale analysis across many targets simultaneously.
Team collaboration: Work produced in Hebbia can be shared and published across a deal team, so individual AI-assisted research becomes reusable firm-wide.
Integrated data sources: Hebbia connects to SEC filings, earnings transcripts, European and UK filings, FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch, ICE Market Data, and EMMA.
Document repository integrations: Support for SharePoint, OneDrive, Box, Dropbox, Egnyte, AWS, IntraLinks, and general web content, plus expert-network sources such as Third Bridge and Guidepoint.
Additional data connectors: Snowflake, Databricks, Salesforce, and DealCloud integrations bring structured firm data into the same workspace as documents.
Institutional security posture: The platform holds ISO/IEC 42001:2023 and ISO/IEC 27001:2022 certifications, SOC 2 Type 2 attestation, GDPR and CCPA compliance, and encryption at rest and in transit.

Pricing & Fees

  • Pricing: Not publicly listed on the pages we reviewed; check the official site for current plans. Access is provided through a demo request, consistent with enterprise sales.
  • Certifications: ISO/IEC 42001:2023 (AI management), ISO/IEC 27001:2022 (information security), and SOC 2 Type 2.
  • Privacy compliance: GDPR and CCPA alignment, with data encrypted both at rest and in transit.
  • Deployment model: Offered as a commercial enterprise platform rather than a self-service free tool; prospective users request a demo to begin.

Who It's For

Hebbia targets finance and professional-services professionals who handle heavy document workloads. Typical users include investment analysts at asset managers screening companies and monitoring filings, investment bankers preparing pitch materials and deal analysis, lawyers reviewing large document sets, and corporate strategy or business-development teams tracking markets and competitors. The product is designed for institutions where analysis must be sourced, auditable, and shareable across teams, rather than for individual consumers seeking a general-purpose chatbot.

FAQ

What is Hebbia?Hebbia is an AI analysis platform for finance, used by asset managers, investment banks, law firms, and Fortune 500 companies, with its Max product acting as an AI analyst over a firm's documents and data.

Is Hebbia free or paid?Hebbia does not publish pricing on the pages we reviewed; it is sold through a demo-request process typical of enterprise software, so interested teams should contact the vendor via hebbia.com.

What data sources and integrations does Hebbia support?It integrates with SEC and European filings, earnings transcripts, FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch, ICE Market Data, plus storage systems like SharePoint, Box, Dropbox, and data platforms like Snowflake and Databricks.

What is Matrix in Hebbia?Matrix is a grid workspace where rows represent entities such as companies and columns represent analytical tasks, allowing teams to run and reuse research across many targets at once.

How does Hebbia handle data security and privacy?The company states it holds ISO/IEC 42001:2023 and ISO/IEC 27001:2022 certifications, SOC 2 Type 2 attestation, GDPR and CCPA compliance, and encrypts data at rest and in transit.