Skip to content
Heron Data logo — We help 150+ MCA Funders, Fintechs, Insurers and more automa...

Heron Data

We help 150+ MCA Funders, Fintechs, Insurers and more automate document heavy work.

Founded 2020 United States New York, United States 58 employees Series A Total: $17.33M Fintech, Platforms

General Information

Company Name Heron Data
Founded Year 2020
Location United States New York, United States
Employees 58
Industries Fintech, Platforms
Funding Stage Series A
Business Model B2B, SaaS, API
Revenue Model Subscription, Usage Based, Service Fee
Social

BounceWatch is an independent company data service, not affiliated with Heron Data. To contact Heron Data, visit herondata.io.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Heron Data compare?

A PDF of Heron Data and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Heron Data soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Heron Data

Heron Data is a burgeoning player in the Fintech and Platforms sectors, founded in 2020 and headquartered in the United States. Their mission, encapsulated in the slogan, "We help 150+ MCA Funders, Fintechs, Insurers and more automate document-heavy work," highlights their commitment to simplifying complex processes for their clients.

Leveraging cutting-edge advancements in AI and LLMs, Heron Data focuses on automating document-intensive workflows, notably underwriting processes for insurance and small business financing. Serving over 150 customers across industries such as SMB Financing and Insurance, the company processes tens of thousands of documents daily, ensuring speed, accuracy, and fairness.

Having secured a $16.00M Series A investment on 01 July 2025 from notable investors including BoxGroup, Insight Partners, Y Combinator, and Flex Capital, the company is poised for significant growth in automating critical business operations.

Business keywords: Document Automation, Workflow Automation, Insurance Underwriting, Small Business Lending, Specialty Finance, Fintech Solutions, Data Extraction, Transaction Categorization, Bank Statement Analysis, SMB Financing, Equipment Financing, Document Intelligence, AI-Powered Solutions, Data Enrichment

Services & Products

Document intake and management
Data extraction and parsing
Data enrichment and analysis
Automated decision-making processes
Workflow integration with CRM

Target Customers

SMB Finance firms Funders Brokers Insurance companies Financial technology companies

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $16.00M 4
BoxGroup, Insight Partners +2
01 Jul 2025
Seed $1.20M 7
BoxGroup, Y Combinator +5
01 Sep 2020
Seed $130.00K 1
Y Combinator
01 Jun 2020

Heron Data Alternatives & Competitors

Heron Data vs
Next-Financing
Next-Financing United States

The Next Big Thing In Financing

4 employees
Finance, Financial Services

FAQ About Heron Data

We help 150+ MCA Funders, Fintechs, Insurers and more automate document heavy work.
Heron Data was founded in 2020.
Heron Data is headquartered in New York, United States.
Heron Data operates in Fintech and Platforms. Its work centres on Document Automation, Workflow Automation, Insurance Underwriting and Small Business Lending. Its customers include SMB Finance firms, Funders and Brokers.
Heron Data has a B2B, SaaS and API business model. Its revenue comes from Subscription, Usage Based and Service Fee.
Heron Data has approximately 58 employees.
Heron Data has completed 3 funding rounds, raising a total of $17.33M. The latest funding stage is Series A.
Heron Data offers: Document intake and management, Data extraction and parsing, Data enrichment and analysis, Automated decision-making processes, Workflow integration with CRM.
Top alternatives and competitors to Heron Data include Next-Financing. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Heron Data and Next-Financing are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Heron Data, https://bouncewatch.com/company/heron-data, updated 10 April 2026. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Talk to an analyst Book a 7-day Readout