Hebbia

Hebbia is an AI platform for investors, bankers, lawyers and consultants that turns filings, transcripts, internal documents and market data into structured, cited analysis and finished deliverables. Its Matrix and Max products replace hours of manual document review in diligence, credit analysis and portfolio monitoring with agent-driven workflows that analysts can audit.

Hebbia is a New York-based AI platform built for finance and adjacent professional-services work, founded in August 2020 by George Sivulka and aimed at investors, investment bankers, lawyers and consultants who must analyse large volumes of documents with traceable sources. It began as a semantic search tool and a CTRL-F Chrome plugin before shifting to Matrix, a spreadsheet-style interface in which rows are companies or documents and columns are questions or metrics, so an analyst can extract and compare figures such as revenue, EBITDA margins, leverage, covenant headroom and litigation exposure across filings, earnings calls and investor presentations at once. In a disclosure dated August 31, 2026, Hebbia announced Matrix 2.0, which drafts memos, decks, models and emails from Hebbia data, customer data warehouses, internal systems and external market data, and is reachable through the Hebbia MCP from Claude, ChatGPT, Cursor and internal applications; alongside it came Max, positioned as an AI teammate that produces models, presentations, audio briefs and interactive dashboards. Reusable Skills can be built, imported and shared with granular permissions, and a July 2026 update added an Excel plug-in with cell-level citations and Intercontinental Exchange fixed-income pricing data. Data connectors include SEC and European filings, FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch, SharePoint, Box and Salesforce. Hebbia acquired slide-generation API startup FlashDocs in June 2025. Its $130 million Series B, led by Andreessen Horowitz in July 2024, valued the company at roughly $700 million on $13 million of ARR. Customers named on its site include Morgan Stanley, MetLife, Centerview and Latham & Watkins, and it competes with AlphaSense, Rogo, Harvey and Glean for finance and legal research budgets.

Category

Enterprise Search & Knowledge

Pricing

Subscription, Contact for pricing

Target Market

Investment Banks, Asset Managers, Private Equity & Private Credit, Law Firms, Consultants, CIOs

Deployment

Cloud-first

Founded

2020

Headquarters

New York, United States

Customers

30% of the top 50 asset managers by AUM (Contrary Research, as of July 2024)

• ✓
  Matrix tabular analysis

  Lays companies or documents out as rows and questions or metrics as columns, so analysts compare extracted figures across dozens of filings in one view.

• ✓
  Matrix 2.0 deliverables

  Drafts memos, decks, models and emails from Hebbia data, data warehouses, internal systems and external market data, cutting the manual hand-off into Office.

• ✓
  Max AI teammate

  An institution-aware assistant announced in August 2026 that produces models, presentations, audio briefs and interactive dashboards for deal and research teams.

• ✓
  Skills

  Reusable workflows that can be created in Max, imported from other platforms and published organisation-wide with view, download or duplicate permissions.

• ✓
  Excel plug-in with cell citations

  Runs defined Hebbia workflows inside Microsoft Excel and attaches source citations to cells as Office notes, so model inputs stay traceable.

• ✓
  Hebbia MCP

  Exposes Matrix to Claude, ChatGPT, Cursor and internal applications through the Model Context Protocol, letting firms use Hebbia inside AI tools they already run.

• ✓
  Financial data connectors

  Pulls SEC and European filings, earnings transcripts, FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch and ICE fixed-income pricing alongside SharePoint, Box and Salesforce content.

• •
  M&A due diligence

  Deal teams build acquirer profiles, leverage analysis and governance assessments across 10-Qs, 8-Ks, proxies and earnings calls, then export the findings to slides.

• •
  Credit analysis

  Private credit and fixed-income analysts map debt maturity towers, covenant headroom and liquidity using filings plus ICE bond prices, spreads and yield history.

• •
  Portfolio monitoring

  Asset managers track price performance, strategic risk, leadership changes and activism signals across holdings in a single structured matrix instead of per-company manual reviews.

• •
  Legal document review

  Law firms extract terms, litigation exposure and governance details from large document sets into cited tables that associates can verify before drafting.

• •
  Strategic advisory screening

  Bankers and consultants screen for divestitures, carve-outs and activist-defense situations, then draft client memos and decks from the same underlying analysis.

Hebbia publishes no list prices; its pricing page only offers demo booking and mentions no free tier or trial. Contrary Research reported about $15K per license annually, with one ten-license customer paying $100K a year, implying seat-based contracts with volume discounts. Treat these as third-party estimates, not vendor-confirmed pricing.

This page was written from 11 sources, 5 on domains other than hebbia.com.

1. 1.hebbia.com — hebbia.comvendor
2. 2.hebbia.com — matrixvendor
3. 3.hebbia.com — securityvendor
4. 4.hebbia.com — pricingvendor
5. 5.hebbia.com — whats new july disclosure 2026vendor
6. 6.hebbia.com — whats new september disclosure 2026vendor
7. 7.techcrunch.com — ai startup hebbia rased 130m at a 700m valuation on 13 milli
8. 8.research.contrary.com — hebbia
9. 9.upstartsmedia.com — exclusive hebbia acquires flashdocs
10. 10.en.wikipedia.org — Hebbia
11. 11.hn.algolia.com — search