Hebbia

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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. Max can produce financial models with citations in every cell, formatted to a firm's style for review, and create branded presentations from analysis to share with a team. Users can also work with Max over email to ask questions, request a presentation, or prepare for a meeting.

Matrix analyzes documents or companies at scale and traces findings to their source material. Skills and custom agents can run firm processes continuously and trigger workflows automatically. 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 customer data is held in isolated environments. It describes regional processing across the US and EU, dedicated-tenant deployment, encryption at rest and in transit, and restricted production access. The platform is available on web, iOS, and API, with cloud deployment.

Who it suits

Hebbia suits institutional teams in finance and professional services that need AI for deal analysis, research, financial models, presentations, or document review at scale. It may also fit firms looking to turn internal processes into automated agents and workflows.

What it does well

Creates financial models with citations in every cell.
Generates branded presentations from analysis.
Matrix traces findings from large-scale document or company analysis.
Custom agents can run firm processes and trigger workflows.
Integrates with listed financial, data, and file services.
Offers regional processing and dedicated-tenant deployment.

What to know first

No free plan is offered.
Pricing is custom and available by request.
A Core User License is for one named individual, not pooled use.
Usage beyond agreed business scope may trigger throttling, suspension, or an upgrade.

Limits

There is no free plan. Each Core User License is for one named individual, and use beyond the agreed business scope may result in throttling, suspension, or a required upgrade.

Plans

Plan	Billed and limits	Price
Hebbia	Custom pricing; request a demo	On request

As hebbia.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Hebbia website and request a demo for custom pricing.
Choose cloud deployment or discuss a dedicated tenant.
Use the web or iOS platform, or access the platform through its API.
Connect relevant listed integrations, such as SharePoint, FactSet, or Snowflake.
Set up an individual Core User License for each named user.

Verdict

Choose Hebbia if your institution needs finance-focused AI, traceable analysis, or workflows built around firm processes. Its Max assistant, Matrix analysis, and integrations are designed for organizational work. Look elsewhere if you need a free plan or published pricing.

Questions

How much does Hebbia cost?

Pricing is custom and available by request; the plan is listed as custom pricing with a demo request.

Is there a free plan?

No. Hebbia is listed as paid and has no free plan.

Which platforms does Hebbia support?

The listed platforms are API, iOS, and web. Cloud is the listed deployment option.

What integrations are available?

Listed integrations include Snowflake, FactSet, PitchBook, S&P Global, Salesforce, SharePoint, Box, Dropbox, and Databricks. Guidepoint expert call transcripts are available with service access.

Does Hebbia use customer content to train models?

Hebbia says customer documents, prompts, and outputs are not used to train its models or its model providers' models.

What security and deployment options does Hebbia describe?

It describes isolated customer environments, regional processing across the US and EU, a dedicated tenant option, and encryption at rest and in transit.

Facts from Hebbia's own pages

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. · hebbia.com, 8 Oct 2026
API: Hebbia’s September 2026 blog listing says the platform offers a new API and MCP server. · hebbia.com, 8 Oct 2026
Automated workflows: Skills and agents can run firm processes continuously and trigger workflows automatically. · hebbia.com, 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. · hebbia.com, 8 Oct 2026
Custom agents: Max can turn a firm's processes into agents that run on their own. · hebbia.com, 8 Oct 2026
Data isolation: Hebbia says customer data is stored in isolated environments separated from other customers. · hebbia.com, 8 Oct 2026
Data use: Hebbia says customer documents, prompts, and outputs are not used to train its models or its model providers' models. · hebbia.com, 8 Oct 2026
Email workflow: Max works over email, where users can ask questions, request a presentation, or get prepared for a meeting. · hebbia.com, 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. · hebbia.com, 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. · hebbia.com, 8 Oct 2026
Founded: 2020 · hebbia.com, 28 Sept 2026
Headquarters: New York, NY, United States · hebbia.com, 28 Sept 2026
Integration limit: Guidepoint expert call transcripts are available with service access. · hebbia.com, 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. · hebbia.com, 8 Oct 2026
Matrix: Matrix analyzes documents or companies at scale and provides traceability to findings. · hebbia.com, 8 Oct 2026
Max: Max researches and analyzes deals and can produce client-ready spreadsheets, slides, and reports. · hebbia.com, 8 Oct 2026
Mobile: Hebbia’s October 2025 product update says its mobile app became available to customers in November 2025. · hebbia.com, 8 Oct 2026
Presentations: Max can generate branded presentations from analysis for sharing with a team. · hebbia.com, 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. · hebbia.com, 8 Oct 2026
Purpose: Hebbia describes its product as an intelligence platform built for finance. · hebbia.com, 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. · hebbia.com, 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. · hebbia.com, 8 Oct 2026
Seat limits: A Core User License is for one named individual and is not intended as a shared or pooled account. · hebbia.com, 8 Oct 2026
Security: Hebbia says customer documents, prompts, and outputs are not used to train its models or model providers’ models. · hebbia.com, 8 Oct 2026