the30top
HE

Hebbia

by Hebbia

AI for diligence and analysis across finance documents

Reviewed by the the30top research team · Last reviewed 2026-10-27

Overview

Hebbia targets finance and professional services teams, combining document analysis (Matrix) with an AI workforce (Max) across filings, transcripts and data providers such as FactSet, S&P Capital IQ and PitchBook. It can publish outputs to PowerPoint, Word and Excel. Pricing is not published, so cost is only clear after a sales process, and the platform is built for institutions rather than individual researchers.

Our verdict

A serious option for finance institutions that need governed analysis over private and licensed data. Everyone else will find it opaque and heavy.

Best for

Investment, banking and legal teams that need AI over deal documents and licensed data.

Avoid if

You are an individual or small team wanting a self-serve research tool.

Pros

  • Deep integration with finance data providers
  • Strong named customers in banking and PE
  • Enterprise compliance posture published

Cons

  • No published pricing
  • Built for institutions, not individuals
  • Cost and rollout details need a sales conversation

Key capabilities

Document and financial data analysis (Matrix)AI workforce collaboration (Max)Connects to SEC filings, earnings transcripts and Companies HouseIntegrates FactSet, S&P Capital IQ, PitchBook and PreqinPublishes to PowerPoint, Word and Excel

Frequently asked questions

Who uses Hebbia?

Its site names Morgan Stanley, MetLife, Centerview, Latham & Watkins and other investors, banks and law firms.

Which data sources does it connect to?

The site lists SEC filings, earnings transcripts, FactSet, S&P Capital IQ, PitchBook, Preqin and more.

Does Hebbia publish pricing?

No. Pricing is not stated on the site.

More AI Research Agents (deep research)