Hebbia
Hebbia is an institutional AI platform for investors, bankers, lawyers, consultants, and Fortune 500 companies.
What Hebbia is
Hebbia is an institutional AI platform for investors, bankers, lawyers, consultants, and Fortune 500 companies. Its Max assistant supports finance work such as deal analysis, financial modeling, and research. It can produce financial models with citations in each cell, formatted to a firm’s style for review, and create branded presentations from analysis. Users can also ask Max questions, request presentations, or prepare for meetings through email. Matrix analyzes documents or companies at scale and connects findings to their supporting material. Skills and custom agents can run firm processes continuously and trigger workflows automatically. Listed integrations include Snowflake, FactSet, PitchBook, S&P Global, Salesforce, SharePoint, Box, Dropbox, and Databricks; Guidepoint expert call transcripts require service access. Hebbia says customer documents, prompts, and outputs are not used to train its models or providers’ models, and data is stored in isolated environments. It offers regional processing in the US and EU, dedicated-tenant deployment, and encryption at rest and in transit. The platform is available on web, iOS, and API. Pricing is on request, with no free plan.
Good
- Financial models include citations in every cell
- Generates branded presentations from analysis
- Matrix traces findings from large-scale document analysis
- Custom agents can run firm processes automatically
- Supports regional processing and dedicated tenants
Watch out
- No free plan
- Pricing is available only on request
- Core User License is for one named individual
- Usage beyond agreed scope may trigger throttling or an upgrade
Who it suits
Hebbia suits institutional teams handling finance research, deal analysis, modeling, or document-heavy processes. Firms looking to automate workflows or connect listed data services may also find its capabilities relevant.
Verdict
Hebbia combines finance-oriented assistance with document analysis and workflow automation.
Plans and prices
From Hebbia's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Hebbia | Priced on request | Custom pricing; request a demo |
The facts
Each one read from Hebbia's own pages, with the date it was checked.
What it does
- Access controls
- Hebbia says production access is restricted through just-in-time access management and that it does not have direct access to customer data.checked 8 Oct 2026
- API
- Hebbia’s September 2026 blog listing says the platform offers a new API and MCP server.checked 8 Oct 2026
- Automated workflows
- Skills and agents can run firm processes continuously and trigger workflows automatically.checked 8 Oct 2026
- Compliance
- The security page lists ISO/IEC 42001:2023, SOC 2 Type 2, ISO 27001:2022, GDPR, CCPA, and encryption at rest and in transit.checked 8 Oct 2026
- Custom agents
- Max can turn a firm's processes into agents that run on their own.checked 8 Oct 2026
- Data isolation
- Hebbia says customer data is stored in isolated environments separated from other customers.checked 8 Oct 2026
- Data use
- Hebbia says customer documents, prompts, and outputs are not used to train its models or its model providers' models.checked 8 Oct 2026
- Email workflow
- Max works over email, where users can ask questions, request a presentation, or get prepared for a meeting.checked 8 Oct 2026
- Encryption
- Hebbia says data is encrypted at rest and in transit; the product page specifies AES 256 at rest and TLS 1.2+ in transit.checked 8 Oct 2026
- Financial models
- Max can create financial models with citations in every cell, formatted to a firm's style and ready to review.checked 8 Oct 2026
- Integration limit
- Guidepoint expert call transcripts are available with service access.checked 8 Oct 2026
- Integrations
- The integrations page lists sources including Snowflake, FactSet, PitchBook, S&P Global, Daloopa, ICE, Moody’s, DealCloud, Salesforce, Preqin, Intralinks, Egnyte, AWS S3, Box, Databricks, Dropbox, Guidepoint, Third Bridge, and SharePoint.checked 8 Oct 2026
- Matrix
- Matrix analyzes documents or companies at scale and provides traceability to findings.checked 8 Oct 2026
- Max
- Max researches and analyzes deals and can produce client-ready spreadsheets, slides, and reports.checked 8 Oct 2026
- Mobile
- Hebbia’s October 2025 product update says its mobile app became available to customers in November 2025.checked 8 Oct 2026
- Presentations
- Max can generate branded presentations from analysis for sharing with a team.checked 8 Oct 2026
- Pricing
- The pricing page reports that its page data failed to load; it does not state a price in the opened page.checked 8 Oct 2026
- Purpose
- Hebbia describes its product as an intelligence platform built for finance.checked 8 Oct 2026
- Regional deployment
- Hebbia says it operates across the US and EU, offers regional processing for storage and inference, and can deploy a dedicated tenant.checked 8 Oct 2026
- Regional processing
- Hebbia says it runs across the US and EU, offers regional processing for storage and inference, and can deploy on a dedicated tenant.checked 8 Oct 2026
- Seat limits
- A Core User License is for one named individual and is not intended as a shared or pooled account.checked 8 Oct 2026
- Security
- Hebbia says customer documents, prompts, and outputs are not used to train its models or model providers’ models.checked 8 Oct 2026
The company
- Founded
- 2020checked 28 Sep 2026
- Headquarters
- New York, NY, United Stateschecked 28 Sep 2026
