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As the first robo-advisor for private credit, Heron Finance invests in loans to small and medium sized businesses in the US and globally, then allows accredited investors to participate in those deals. Investors receive steady monthly payments of interest, which they can choose to reinvest on the platform or transfer to another institution. We automatically allocate and rebalance investor portfolios, depending on their risk preferences. Our experienced in-house credit team sources, underwrites and monitors the risk of all deals to maximize returns and reduce risks. Only the most qualified businesses are approved by our credit team.

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Website https://www.heronfinance.com/
Employees View employees
Founded 2023
Industry Financial Services

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Heron Finance is based in San Francisco, California.

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