COMPANY PROFILE

Series

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Full-stack enterprise financial services designed for institutions & enterprises

San Francisco, United StatesFounded 2021Fintech

Valuation $100–250M Last recorded · 2023

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Series

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.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2021
Headquarters: San Francisco, United States
Employees: 29
Open positions: None listed
Dealroom signal: 84.5/100
Industry: Fintech
Sub-industry: Banking
Sector: Fintech, B2B SaaS for Banks
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

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Funding history

2 recorded events

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	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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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.

Latest monthly visits30 3-month web change-94.6% 1-year team growth+11.5%

Monthly website visitsOct 2022–Jun 2026

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