About
Heron Data is an AI platform automating document workflows for lending and insurance. Founded 2020, HQ NYC/London. Raised $23.3M total ($16M Series A July 2025 led by Insight Partners with YC, BoxGroup). 150+ customers including FDIC banks. Processes 350K+ docs/week. Tripled revenue in 2024. Team from Facebook, Spotify, N26, Revolut. Cuts manual work 95%.
Key Facts
- [1]Funding: Total funding: $17M. Last round: Jul 2025. Stage: Early Stage.
- [2]Employees: Employee count: 11-50.
- [3]Website: Official website: herondata.io.
- [4]AI Technology: Core AI/ML technologies: Data Platform.
- [5]Region: Region: Americas (United States).
Founder
Johannes Schildt
Co-founder & CEO
AI Technology
Data Platform
Data aggregation and enrichment platforms with minimal ML
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Heron Data?
Heron Data is an AI platform automating document workflows for lending and insurance. Founded 2020, HQ NYC/London. Raised $23.3M total ($16M Series A July 2025 led by Insight Partners with YC, BoxGroup). 150+ customers including FDIC banks. Processes 350K+ docs/week. Tripled revenue in 2024. Team from Facebook, Spotify, N26, Revolut. Cuts manual work 95%. Heron Data is classified in the Enterprise Finance segment at the Data layer of the financial AI stack.
Who founded Heron Data?
Heron Data was founded by Johannes Schildt (Co-founder & CEO).
How much funding has Heron Data raised?
Heron Data has raised $17M in total funding, placing the company at the Early Stage stage. The most recent round closed in Jul 2025. Among 79 funded Enterprise Finance companies, Heron Data ranks #64 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Heron Data use?
Heron Data primarily leverages Data Platform technology. Data aggregation and enrichment platforms with minimal ML. Within the Enterprise Finance segment, 6 companies use this technology.
What market segment does Heron Data operate in?
Heron Data operates in the Enterprise Finance market segment. AI enterprise finance companies are automating and enhancing the financial operations of businesses — from accounting and treasury management to financial planning, analysis, and corporate finance.
Where is Heron Data headquartered?
Heron Data is headquartered in San Francisco, United States. The company operates in the Americas region. The team consists of 11-50 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are Heron Data's competitors?
Companies similar to Heron Data in the Enterprise Finance space include Ocrolus ($142M raised), Tegus ($112M raised), Puzzle ($67M raised), Pilot ($222M raised), Zeni ($48M raised). These companies operate in related areas of financial AI: Ocrolus focuses on ai document automation for lending decisions. Tegus focuses on ai-generated investment research summaries. Puzzle focuses on generative accounting platform for startups. (Based on AIFI Map classification data.)
What products does Heron Data offer?
Heron Data builds data-layer solutions for the financial services industry. The company's core offering: AI document intake for lending and insurance. The platform is powered by Data Platform technology.