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Heron Finance

4.817 reviews
Last reviewed: Jul 25, 2025

Do you agree with Heron Finance's TrustScore? Voice your opinion today and hear what 17 customers have already said.

heronfinance.comMember since Mar 2026

Heron Finance is an online company. Based on 17 reviews on TrustPlane, it has an average rating of 4.8 out of 5 stars. Last reviewed July 25, 2025.

Customer Reviews

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Great Platform to invest with

Finally a company that brings private credit investing to the retail investor! They are great to work with and now I can diversify my portfolio with greater returns than traditional high yield savings and bonds.

John McKee
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HANDS DOWN, the smartest way to invest in Private Credit!

Heron Finance checks all the boxes if you’re looking to invest in Private Credit! According to your risk profile, you get a diverse mix of some of the worlds largest private credit funds managed by experienced professionals with a proven track record of success. That coupled with each funds inherent protection of predominately First Lien loans, use of covenants and low market correlation, along with Heron's added liquidity and ease of onboarding, and all for a very reasonable fee, make this such a wonderful investment vehicle. Though you do need to be an "Accredited Investor", their minimum investment is only $10,000 and you do not need an Investment Advisor to participate! Add to that you'll get direct access to Blake, Mike, Khang (all brilliant people) and the rest of the team who've been exceptionally responsive along the way so far! Highly Recommend!Steve M.

Steven Moss
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Robyn and Fazer were both very helpful…

Robyn and Fazer were both very helpful regarding our re-mortgage. They are both polite and knowledgeable. I have been dealing with Heron for several years and always found them very helpful, positive and economically sensible. Fazer and Robyn both continue to enhance this reputation.

Peter Lyne
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Friendly service and got us a great deal!

Fazer and Rachel have been incredibly helpful with securing us the best rate for our mortgage. They kept us well informed and we're very friendly and approachable. Extremely quick responses to anything we sent them too. Thanks for all your help 😊

Dani Tweats
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Finally a platform for retail to invest in private credit

Super easy to sign up and safe platform. I used to work in this industry and would have loved to invest in private credit but it has always been a market only for institutional buyers until Heron. They like a robo advisor for private credit. Why private credit? You get strong returns for lower risk compared to stocks and bonds.

Jose
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Secure, easy, onchain yield

Secure, easy, onchain yield. Pushing the industry forward.

Jesse Pollak
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Exciting new investment platform!

Heron Finance has provided me with a great way to diversify my portfolio into the private credit space. The platform is modern, easy to use, constantly enhanced and has a handful of active deals. Furthermore, support is responsive and the Heron Finance team frequently publishes engaging posts to their blog re: private credit.

Smik
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Easy and safe access to private credit markets

Very easy and safe way to get access to private credit markets without needing to be institutional scale investor.

Zak Holdsworth
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I've had a great experience signing up…

I've had a great experience signing up with Heron. It's still early days to say on the yields yet, but I'm confident breaking into the private debt market is huge. Love what they are doing and excited to see the results!

Tony
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Great product and great team!

Great product and great team!

Eric Quon-Lee
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really easy to get started

Super simple signup with a few details, sending in an ID, and really straightforward to fund an account. Excited to start diversifying into private credit.

Michael Liu
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Private credit

I've had a great experience using Heron Finance so far. I didn't have access to private credit before and they have opened this up. Their materials have also helped me understand how to think about allocating to this asset class vs others. I'm excited to see how they evolve the platform from here.

Sina Habibian
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Private credit for the "average" person

I've had an incredible experience with Blake, Mike and the rest of the Heron Finance team. To be honest, a few years ago, I couldn't explain what the term "private credit" meant, nor what sets it apart from other asset classes.My biggest issue with other private credit platforms was the substantial investment minimum required, that unfortunately I am not in the financial situation to participate in. But at $100 minimum and just throwing random extra cash in, it makes it simple and accessible to the "average" person. I say average in quotes because in the US, accredited investor status is still required, but Heron tremendously lowers the barrier to entry for people to earn interest on their money, above what a traditional high yield savings account or CD can provide.Any issues that have ever arisen have been promptly addressed/taken care of and I have no doubt that I can trust Heron with my money.Big fan!

Mike Jones
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Easy onboarding, transparency and control

Easy onboarding, easy diversification, full transparency and control over how to allocate your funds. If I want to add more money, I can just do it myself, don’t need to fill out forms or pay wire transfer fees like I do with other private credit funds.

Oleg
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Easy and straightforward

Easy to sign up and transfer funds in, now I'm passively earning a higher rate of return than I'd get anywhere else. Straightforward, does what it says it's going to do, and the team has been communicative in answering all my questions.

Will Tachau
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Interesting investment model with low…

Interesting investment model with low minimum investment amounts. Private credit opportunities with high rates sourced along side institutional buyers.

Jason Hall
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difficult to transfer funds and didn't…

difficult to transfer funds and didn't ge the bonus for talking with your team

Michael Jeun
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According to TrustPlane, Heron Finance has a 4.8/5 rating based on 17 verified reviews as of April 2026. Source: trustplane.app/company/heronfinance-com