Hebbia Matrix is deployed at leading asset managers, law firms, banks, and Fortune 100 companies for due diligence, covenant tracking, IC memo generation, and client material production.
During the SVB crisis, asset managers used Matrix to map exposure to regional banks across millions of documents. Corporate lawyers use it to quantify market terms in real time, and activist investors use it to find inconsistencies across 8-K filings.
Hebbia Matrix is an AI-native platform that automates end-to-end financial workflows. The platform uses proprietary Iterative Source Decomposition technology to analyze thousands of documents simultaneously, delivering sentence-level citations for every extracted fact.
Key capabilities include investment committee memo generation, covenant tracking, pitch deck creation, and client material production. Matrix integrates with S&P CapIQ, FactSet, PitchBook, Preqin, Third Bridge, SharePoint, Box, Snowflake, DealCloud, and Salesforce. The platform serves asset managers, investment banks, law firms, and Fortune 500 companies.
The market for AI-powered financial analysis is expanding rapidly as firms seek to automate document-heavy workflows. Hebbia reports that 30% of asset managers already use its software for due diligence, asset pricing, and research.
The company is expanding beyond financial services into law firms and pharmaceutical companies. With $13 million in profitable ARR at the time of its Series B and revenue growing 15X over 18 months, Hebbia is positioned to capture share in the knowledge-worker AI automation market.
Hebbia differentiates through its proprietary ISD architecture that enables parallel reasoning across unlimited document sets with full traceability. Unlike search-first platforms, Matrix automates complete workflows from document ingestion to finished deliverables.
The platform provides sentence-level citations for every fact, enabling defensible outputs for board presentations and high-stakes decisions. White-glove onboarding led by former asset management and banking professionals ensures enterprise customers embed AI into real operating workflows.