Hebbia develops artificial intelligence software for financial services, centered on Matrix, an agentic workspace for high-stakes analysis. The platform helps institutions work across large volumes of private documents, public filings, transcripts, and market data, turning unstructured information into source-linked outputs that can be reviewed and acted on. Hebbia positions its technology for rigorous workflows where speed, transparency, and financial context matter.
Founded in 2020, Hebbia built early retrieval-augmented AI systems and has since expanded beyond chat-style interfaces into reusable agents, workflow automation, and deliverable generation. Hebbia is designed primarily for investors, bankers, advisors, and enterprise finance teams, while also supporting adjacent legal and corporate workflows. Its core value proposition is helping firms encode how they work so analysis can be repeated, shared, and scaled across the organization.
Offerings, Capabilities, and Integrations
Hebbia combines agentic workflow automation, multimodal document analysis, and collaborative review in a single environment. Users can run multi-step processes, compare findings across large document sets, extract structured fields, generate summaries and tables, and keep an audit trail back to underlying source material. The platform is built for repeatable institutional workflows rather than one-off prompting, with reusable agents, shared context, and support for both public and proprietary data.
Integration breadth is a major part of the offering. Hebbia connects to enterprise content systems and financial data sources such as SharePoint, Box, Snowflake, Databricks, Amazon AWS S3, FactSet, PitchBook, S&P Capital IQ, Third Bridge, Preqin, and Fitch Solutions. It also supports downstream output creation in formats commonly used by finance teams, including PowerPoint, Word, and Excel, while emphasizing enterprise controls such as encryption, customer data isolation, and no training on user data.
Products and Services
- Matrix: Flagship AI workspace for finance that breaks complex research and analysis into parallel workflows across large document and data sets, with citation-backed outputs and transparent review.
- Institutional Investing: Solution tailored to public and private market investors for workflows such as CIM and VDR screening, expert call synthesis, company and portfolio libraries, IC memo preparation, reporting, and financial modeling.
- Investment Banking: Solution for M&A, coverage, leveraged finance, and capital markets teams covering CIM creation, VDR analysis, valuation and comps, precedent benchmarking, origination signals, and buyer or investor mapping.
- Professional Services: Solution for legal and other professional services firms to accelerate due diligence, contract and credit-document review, capital markets drafting, matter intelligence, and firm-tailored workflows.
- Corporate Finance & Strategy: Solution for strategy, corporate development, and finance teams handling M&A diligence, board and investor preparation, market intelligence, shareholder monitoring, contract review, and large-scale document analysis.
- Deeper Research: Multi-agent research capability built for research-intensive workflows, extending analysis beyond web search to proprietary documents and connected financial data sources.
- Drafts: Document-generation capability that turns Hebbia outputs into firm-formatted deliverables, including presentations and documents based on reference templates.
- Financial Modeling Agents: Model-building capability that generates structured financial models for export to Excel, including prebuilt formulas and support for forecasts, valuations, and comps.
Target Customers
Hebbia primarily targets institutional finance organizations that work under tight timelines and high accuracy requirements. Its core buyer groups include private equity firms, hedge funds, private credit teams, asset managers, and other public- and private-market investors that need to analyze large document sets, monitor portfolios, and move from diligence to conviction faster.
Hebbia also addresses investment banking teams across M&A, coverage, leveraged finance, and capital markets, along with advisory and legal firms handling complex diligence and drafting work. Beyond the deal ecosystem, Hebbia sells into corporate development, strategy, finance, investor relations, and legal teams at large enterprises and Fortune 500 companies that need repeatable, document-heavy analysis workflows.
Cloud Integrations and Marketplace
- AWS Marketplace: Hebbia is available through AWS Marketplace as a SaaS offering for enterprise procurement and subscription.
- Amazon AWS S3: Hebbia supports Amazon AWS S3 as a connected source for bringing enterprise documents and data into the platform.
- Microsoft Azure AI Foundry: Hebbia integrates models available through Microsoft Azure AI Foundry into Matrix to support secure AI-driven analysis for finance workflows.
Key People
- George Sivulka: Founder & CEO
- Aabhas Sharma: Chief Technology Officer
- Danny Wheller: VP of Business Strategy & Growth
- Rob Huckin: RVP, EMEA
- Barry Duong: Head of AI Strategy
- Arjun Mahesh: Head of Design
- Paul Boland: Head of Content
Key Facts
- Headquarters: New York, New York, United States
- Employees: Approximately 120
- Annual Revenue: $13M-$25M
- Parent Company: None
- Subsidiaries: None
- Publicly Listed: No
