Heron Finance

About Heron Finance

Heron Finance is a robo-advisor that invests in loans to small and medium-sized businesses, allowing accredited investors to participate in these deals and receive monthly interest payments. The platform utilizes automated portfolio allocation and rebalancing based on individual risk preferences, while a dedicated credit team ensures rigorous underwriting and monitoring of loan quality to optimize returns.

What does Heron Finance do?

Heron Finance is a robo-advisor that invests in loans to small and medium-sized businesses, allowing accredited investors to participate in these deals and receive monthly interest payments. The platform utilizes automated portfolio allocation and rebalancing based on individual risk preferences, while a dedicated credit team ensures rigorous underwriting and monitoring of loan quality to optimize returns.

Where is Heron Finance located?

Heron Finance is based in San Francisco, United States.

When was Heron Finance founded?

Heron Finance was founded in 2023.

How much funding has Heron Finance raised?

Heron Finance has raised 1100000.

Location
San Francisco, United States
Founded
2023
Funding
1100000
Employees
16 employees
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Heron Finance

Score: 100/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

Heron Finance is a robo-advisor that invests in loans to small and medium-sized businesses, allowing accredited investors to participate in these deals and receive monthly interest payments. The platform utilizes automated portfolio allocation and rebalancing based on individual risk preferences, while a dedicated credit team ensures rigorous underwriting and monitoring of loan quality to optimize returns.

heronfinance.com200+
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Crunchbase
Founded 2023San Francisco, United States

Funding

$

Estimated Funding

$1.1M+

Team (15+)

No team information available. Click "Fetch founders" to run a focused founder search.