Heron Data

formerly Heron

We automate document-heavy workflows in financial services and beyond

New York, United States · Founded 2020 · $16.6M raised

Headquarters
New York, New York
Employees
11–50
Founded
2020
Business Model
B2B
Total Funding
$16.6M
Last Round
$16.6M Series AJul 2025
Rounds
2

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

About

At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info. We serve businesses from small companies to FDIC-insured banks in sectors like Small Business Finance and Commercial Insurance.

Summary

Heron Data is an Artificial Intelligence company based in New York, United States, founded in 2020. It has raised $16.6M in total across 2 rounds, most recently a $16.6M Series A round in Jul 2025. Investors include Y Combinator, Insight Partners and Entrepreneurs Fund.

Tech & App Stack

21 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding History

Series ASeries AJul 2025
$16.6M

Sign up to see all 2 events

Funding: Seed through Series A. Amounts, valuations, and investors where available.

Investors

Similar Companies

OpenAI

OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...

San Francisco, United States5001–10000Artificial Intelligence, Generative AI
Corporate RoundTotal funding$179.6BMar 2026
Databricks

Databricks provides a unified data and AI platform that helps enterprises build and run applicati...

San Francisco, United States10001+Analytics, Artificial Intelligence
Series G+Total funding$20.0BJul 2026
Stripe

Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...

South San Francisco, United States5001–10000Banking, Fintech
Series G+Total funding$8.8BMar 2023
ByteDance

ByteDance is a Chinese technology company that utilizes AI to distribute content based on users' ...

Beijing, China10001+Social Media, Artificial Intelligence
Growth EquityTotal funding$6.1BOct 2018
Genesys

Genesys empowers more than 8,000 organizations worldwide with Genesys Cloud, an agentic AI experi...

Daly City, United States5001–10000Artificial Intelligence, SaaS
Growth EquityTotal funding$4.5BJul 2025
FNZ

FNZ provides a global wealth management platform that combines technology, investment operations,...

London, United Kingdom5001–10000Financial Services, Fintech
Private EquityTotal funding$4.0BSep 2026

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

Heron Data on Indexed.vc
<a href="https://indexed.vc/companies/heron-data"><img src="https://indexed.vc/api/badge/company/heron-data" alt="Heron Data on Indexed.vc" width="260" height="76" /></a>