Hebbia provides purpose-built AI for finance and professional services, serving investors, bankers, lawyers, consultants, and Fortune 500 companies. Its platform aggregates documents and financial data to support due diligence, deal workflows, and firm-wide collaboration across knowledge sources.
Product
Hebbia
Use cases
Headquarters
United States
Last updated
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What Hebbia does
The platform centers on two products: Max, an AI analyst that turns individual work into firm-wide productivity, and Matrix, which manages automated workflows across sponsors, sectors, and outreach. Hebbia integrates with SEC filings, FactSet, S&P Capital IQ, PitchBook, SharePoint, Box, Salesforce, Snowflake, and others. Security includes SOC 2 Type II, ISO/IEC 42001:2023, GDPR, CCPA, end-to-end encryption, and no training on user data.
What it does
Hebbia core capabilities
Max
AI analyst for deal team collaboration and productivity.
Matrix
Manages automated workflows across sponsors and sectors.
SEC Filings
Integrated regulatory filings data source.
Project Meridian
Collaborative deal project workspace.
Technical specifications
- Integrations: SEC Filings, FactSet, S&P Capital IQ, PitchBook, Salesforce, Snowflake
- Data sources: European Filings, UK Companies House, Australia/NZ Filings
- Storage integrations: SharePoint, OneDrive, Box, Dropbox, Egnyte, AWS
- SOC 2 Type II certified
- ISO/IEC 42001:2023 certified
- AES 256 encryption at rest, TLS 1.2+ in transit
- GDPR and CCPA compliant
Who it is for
Who Hebbia is built for
Target audience
- In-House Legal Teams
- Chambers & Individual Lawyers
Team size
- 201-500
- 500+
Case studies
No case studies yet
Hebbia doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Hebbia security at a glance
Security certifications
Named enterprise customers
Pricing details
Hebbia pricing
Starting price
Pricing model
Free version
Custom/quote-based pricing; contact for demo.
Product videos & screenshots
See Hebbia in action
Product interface
Hebbia Interface
Comparisons
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Transparency
Hebbia sources
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FAQs
Frequently asked questions about Hebbia
Hebbia provides purpose-built AI for finance and professional services, helping investors, bankers, lawyers, and consultants analyze documents and financial data. Its products, Max and Matrix, support deal workflows, due diligence, and firm-wide collaboration.
Hebbia serves investors, investment bankers, legal transaction advisors, and corporate finance teams. Named customers include Morgan Stanley, MetLife, Centerview, Latham & Watkins, and Apogem Capital, representing major financial and professional services institutions.
Hebbia holds SOC 2 Type II and ISO/IEC 42001:2023 certifications, complies with GDPR and CCPA, encrypts data at rest with AES 256 and in transit with TLS 1.2+, and does not train on user data.
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