Hebbia is an “Institutional Intelligence” AI platform for financial and legal knowledge work, letting teams query unlimited documents through a spreadsheet-like agent interface (Matrix) and automate recurring firm workflows. Founded in 2020 by George Sivulka, it has raised $161M+, reached a $700M valuation in its 2024 Series B, and serves firms managing $30T in combined AUM, including Morgan Stanley, MetLife, and Latham & Watkins.

AI built for the rigor of finance

Key features

Matrix: spreadsheet-like agent interface reasoning over unlimited documents, returns tabular answers
Workflows: encodes a firm's processes to run continuously without re-prompting
Enterprise collaboration: shared workspace turning team analyses into persistent institutional knowledge
Unmatched analytical scale: reasons across thousands of documents simultaneously
Automated deliverables: drafts slides/memos and can send outputs directly via email
Financial data integrations: filings, transcripts, FactSet, Capital IQ, PitchBook, Preqin, Fitch, ICE Market Data
Solution-specific products: Investing, Investment Banking, Legal, In-House Corporate Finance & Strategy

Strengths

Deep, credible institutional client base: Morgan Stanley, MetLife, Centerview, Latham & Watkins, firms managing $30T in combined AUM
Reports strong customer outcomes (Apogem Capital: 12-hour diligence review to 1-2 hours)
Extremely broad, named data source integrations across filings, financial data, and document storage/collaboration tools
Enterprise-grade compliance: ISO/IEC 42001:2023, SOC 2 Type II, GDPR, CCPA, explicit no-training-on-user-data guarantee
Well-funded: $161M+ raised, $700M valuation (2024 Series B), backed by a16z, Index Ventures, Google Ventures, Peter Thiel
Massive reported processing scale: 200K average prompts/day, 1.5B+ pages processed

Best for

Investment analysts and portfolio managers conducting due diligence, asset pricing, and company research
Investment bankers building buyer universes, deal teasers, and cash flow models
Corporate/M&A lawyers reviewing contracts, capturing key terms, and identifying document risks
In-house corporate finance and strategy teams needing fast, defensible answers from internal and external data
Private equity and asset management firms screening large volumes of transcripts for investment signals
Compliance and risk teams in regulated financial/legal industries needing auditable AI-assisted review

Integrations

Earnings Transcripts (api, deep, system)
FactSet (api, deep, system)
PitchBook (api, deep, system)
SharePoint (native, deep, system)
OneDrive (native, basic, system)

hebbia.com

Hebbia

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