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AI platform for financial institutions with purpose-built agents to execute workflows, unify data, and build governed intelligence.
AI Industry Applications ToolsNot specified
AI Search & Research Tools
- Introduction
- Institutional AI for investors, bankers, lawyers and consultants to search, analyze and synthesize documents and financial data at scale.
- Added on
- 11/7/2026
- Pricing
- Not specified
- Official links
- Website, company & support ↗
PRODUCT OVERVIEW
What is Hebbia?
Hebbia is an institutional intelligence platform built for investors, bankers, lawyers, consultants and Fortune 500 companies. Its Max product acts as an analyst that works across a firm's documents and financial data, while Matrix lets teams build structured matrices that combine source documents, financial metrics and generated outputs such as PowerPoint artifacts. Hebbia connects to sources including SEC filings, earnings transcripts, European filings, UK Companies House, FactSet, S&P Capital IQ, PitchBook, Preqin, SharePoint, OneDrive, Box, Dropbox, Snowflake, Databricks and Salesforce, so deal teams can analyze many files in one place. Access is arranged through a demo request, with sign-in available for existing users.
How to use Hebbia
- 1
Request a demo
Visit the demo page to get in touch with Hebbia about access for your firm.
- 2
Sign in
Existing users can sign in through the Hebbia search portal.
- 3
Connect your sources
Bring in documents and financial data from supported integrations such as SEC filings, FactSet, SharePoint or Snowflake.
- 4
Work in Max
Use Max to analyze documents and financial data and collaborate with your deal team.
- 5
Build a matrix
Use Matrix to add rows and columns and generate structured outputs such as PowerPoint artifacts.
Hebbia Features
Max analyst that works across a firm's documents and financial data
Matrix for building structured rows and columns with generated outputs
Generates PowerPoint artifacts from analyzed data
Collaboration across the entire deal team
Integrations with SEC filings, earnings transcripts, European filings and UK Companies House
Integrations with FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch, ICE Market Data and EMMA
Integrations with SharePoint, OneDrive, Box, Dropbox, Egnyte, AWS and IntraLinks
Integrations with Snowflake, Databricks, Salesforce and DealCloud
Hebbia Use Cases
Investment research across filings and transcripts
Investment banking deal team analysis
Legal and professional services document review
Corporate finance and strategy analysis
Building structured comparison matrices across companies
Hebbia FAQs
Hebbia is an institutional intelligence platform whose products, Max and Matrix, help firms analyze documents and financial data.
The site describes it as purpose-built AI for investors, bankers, lawyers, consultants and Fortune 500 companies.
Max is presented as an analyst that works across a firm's documents and financial data and supports collaboration across the deal team.
Matrix lets users add rows and columns to build structured matrices that combine source documents, financial metrics and generated outputs such as PowerPoint artifacts.
Supported integrations include SEC filings, earnings transcripts, European filings, UK Companies House, FactSet, S&P Capital IQ, PitchBook, Preqin, SharePoint, OneDrive, Box, Dropbox, Snowflake, Databricks and Salesforce.
Access is arranged by requesting a demo through the Hebbia website; existing users can sign in through the search portal.
The supplied pages do not list public pricing; contact Hebbia via the demo request to discuss access.
Hebbia maintains a blog and a community forum, both linked from its website.
Hebbia Official Information
- Company
- Hebbia
- Website
- https://hebbia.com/
- Contact
- https://www.hebbia.com/demo
Hebbia Pricing
No public pricing is listed on the supplied pages; access is arranged through a demo request.
See the official website for current pricing.
COMMUNITY REVIEWS
Hebbia User Reviews
No reviews yet.
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