Hebbia offers the Matrix platform, an AI‑driven workspace that continuously aggregates private and public financial data and runs custom multi‑step workflows such as research, transcript analysis, and slide generation. Its infinite‑context reasoning engine can process unlimited text and visual data, delivering structured, fully cited insights that are shared across the organization to create institutional knowledge.
Funding
$130M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
3OFounders
Product
Problem
Finance teams must manually gather and analyze disparate institutional data—from private documents to public filings and market feeds—making high‑stakes decisions slow, error‑prone, and siloed across the organization.
Solution
Hebbia’s Matrix platform provides an AI‑driven workspace that continuously aggregates private and public financial data, then executes complex multi‑step workflows such as startup research, earnings‑call transcript analysis, and slide generation. By applying a proprietary infinite‑context reasoning engine, the system can reason over unlimited text and visual data, delivering structured insights with full citation and traceability. Users define firm‑specific processes once, and Matrix runs them autonomously, updating results as new data arrive. Integrated with major data sources (e.g., Snowflake, FactSet, S&P Capital IQ) and enterprise storage services, the platform keeps all information in a single, secure environment. The resulting insights are shared across the team, turning individual analyses into institutional knowledge accessible through a web interface.
Target Audience
Primary customers are investment banks, asset managers, corporate finance teams, and consulting firms that need to synthesize large volumes of financial data for M&A, credit, and market analysis.
Features
- Infinite‑context AI engine that can reason over any amount and modality of data, including charts and graphs
- Automated multi‑step workflow execution (e.g., research, transcript parsing, slide drafting) with continuous updates
- Native integrations with leading financial data providers and enterprise storage platforms (Snowflake, FactSet, AWS S3, SharePoint, etc.)
- Transparent citation and action tracing for every AI decision, ensuring auditability and compliance
- Enterprise‑grade security model that never trains on customer data and supports strict data residency requirements
- Customizable “Skills” and agents that encode firm‑specific processes and terminology at scale