Heron Finance
Fintech
ProjectHeron Finance
Year2025
CategoryFintech
A "robo-advisor" platform that bridges decentralized finance (DeFi) and traditional finance, enabling accredited investors to easily invest in private credit funds with automated portfolio management.
Visit Live SiteThe Challenge
Warbler Labs needed to scale their platform to support high-net-worth individuals and institutional entities by removing strict deposit limits (previously capped at $25k) and simplifying the complex compliance (KYC/KYB) required for large-scale private credit investing.
Our Solution
We engineered a robust new onboarding and payments architecture using Persona for identity verification and Dwolla/Plaid for secure high-value ACH transfers, effectively unlocking deposits of $100k+ per transaction.
Key Results
- $100k+ ACH deposits unlocked
- Portfolio dashboards and IRA retirement account investing
- KYB and bank transfer integrations
Tech Stack
React
Next.js
Dwolla