Financial services AI platform | Powered by Claude

Hebbia

Make every deal and investment decision with everything your firm knows.

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  • Use case

Hebbia is a financial services AI platform used by teams in banking, investing, and advisory to research, run diligence, and build the work they deliver. Claude powers Hebbia's analysis, so your team can work through large volumes of documents and data quickly and carefully. Everything stays grounded in your firm's own data, documents, and knowledge.

What you can do

  • Knowledge graph: Connect your structured and unstructured data: CRM, portfolio, financials, filings, and documents. Hebbia has the largest set of financial data integrations on the market.
  • Research, diligence, and analysis: Extract, analyze, and run multi-step agents across thousands of documents and sources at once. Use it for company and market research, deal diligence, and deep analysis, with a clear, sourced answer back.
  • Work product: Generate first drafts of pitches, memos, models, reports, and decks that follow your team's format and use your prior work.
  • Sources and audit: Every answer traces to its exact source, so the work holds up in front of clients and committees.
  • Deployment: Hebbia's AI Strategy team helps your firm roll out AI and manage the change, so people use it and it sticks.

How to access Hebbia

Hebbia is available through the Claude Marketplace. If you have an existing Anthropic commitment, you can apply it here. Contact our team to find the right path for your organization. 

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