S
Series
Fintech · San Francisco, United States · Founded 2021
Full-stack enterprise financial services designed for institutions & enterprises MoreLess
Series is a digital financial platform designed to cater to the needs of institutions and corporations. The company offers a comprehensive suite of services including full-service banking, enterprise-grade crypto custody, prime services, and end-to-end back office software. Series operates in the financial technology market, focusing on the intersection of traditional and digital assets. Its business model revolves around providing secure, compliant, and efficient financial solutions that enable clients to manage and move their capital more effectively. The platform is built to support the New Economy, which demands more efficient ways to allocate and transfer capital. Series generates revenue through service fees, transaction fees, and subscription models for its software solutions. The primary clients include financial institutions, corporations, and enterprises looking for robust financial management tools.
Keywords: digital finance, institutional banking, crypto custody, prime services, back office software, capital movement, financial technology, enterprise solutions, secure transactions, compliant financial services.
Company overview
Series company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2021
- Headquarters
- San Francisco, United States
- Employees
- 29
- Open positions
- None listed
- Dealroom signal
- 84.5
Valuation & funding
Series funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Sep 2023 | $19M | $75M | Jeremy Cai · HOF Capital · Leadout Capital · Scribble Ventures | ↗ |
| SEED✓Equity / VC | Mar 2023 | $6.3M | $25M | Undisclosed | ↗ |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $3M | 0% | 31 |
| 2025 | $3M | 0% | 26 |
| 2024 | $3M | 0% | 27 |
| 2023 | $3M | 0% | 39 |
| 2022 | $3M | — | 39 |
Growth signals
Series website traffic
Latest recorded traffic for Series is 30 monthly website visits, down 94.6% over the last three months. Series's team grew 11.5% over the past year.
Comparisons
Series compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
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|---|---|---|---|---|---|
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Zurich, Switzerland | Operational | 11 | $3M | $12M |
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Zurich, Switzerland | Closed | |||
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Mannheim, Germany | Operational | |||
 BEWAIIntelligent Document Processing & Data Capture, powered by Artificial Intelligence. Automate & Accelerate Customer Engagement |
Paris, France | Operational | |||
 BankographMicro and Small Business banking as a service |
Singapore, Singapore | Operational | |||
 DakkoAccess your earned wage and manage all your Financial, Health and Wellbeing needs in one place |
Singapore | Operational | |||
 FlowX.aiHelping financial services build unbounded from legacy technology limitations |
New York City, United States | Operational | |||
 BankableapiBankableapi is an open API platform that connects banks and third parties, quickly |
Dubai, United Arab Emirates | Low Activity |
Talent graph
Series's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Series has talent and traffic
team presence
In the news
Latest news about Series
Recent press, funding announcements, and product moves mentioning Series — open to read from the original sources.
Market sentiment
What the market is saying about Series
An AI-synthesized read of the highest-engagement posts about Series on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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