Series
7 known investors
Series is a digital financial platform combining banking, crypto custody and back-office software for institutions and corporations.
Also known as Series Financial
Investors · 7
Also in the syndicate · 2
Company profile
researched Aug 2026Series operates a digital financial platform aimed at institutions and corporations, combining full-service banking, enterprise-grade crypto custody, prime services and end-to-end back office software in a single offering. The company positions its product as a way to automate the finance and operations stacks that businesses assemble as they grow, spanning functions such as payments, global payroll and HR management, and treasury management.
The platform is described as an alternative to traditional ERP systems. Coverage of the company notes that financial and operational complexity increases as companies create additional legal entities and organizational structures, each carrying its own governance and compliance requirements, and that Series targets this complexity.
Business model
Series sells a software and financial services platform to institutional and corporate customers, bundling banking, crypto custody, prime services and back office operations software.
Traction
The company raised $25 million in combined seed and Series A funding announced in September 2023.
Latest developments
In September 2023 the company announced a $25 million combined seed and Series A round led by 776 and Basis Set Ventures, with participation from Scribble Ventures.
▸Full profile — market position, technology, go-to-market, geography
Market position
Positioned as a replacement for traditional ERP systems in financial operations, in the fintech and crypto software categories.
Technology
A platform spanning banking, enterprise-grade crypto custody, prime services and end-to-end back office software, covering payments, global payroll and HR management, and treasury management.
Go-to-market
Institutions and corporations, including businesses managing multiple legal entities and complex finance and operations functions.
Geography
Headquartered in San Francisco, California.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 1
launches, deals, and filingsPress coverage reported that Series, a San Francisco-based developer of a platform to automate businesses' finance and operations stacks and aiming to replace ERP systems, raised $25 million in seed and Series A funding led by 776 and Basis Set Ventures, with participation from Scribble Ventures.
$25M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 8
primary sources listed
- Series Financial – Funding, Valuation, Investors, Newsparsers.vc · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Series do?
- Series is a digital financial platform combining banking, crypto custody and back-office software for institutions and corporations.
- Who are Series's investors?
- Series's investors include Leadout Capital, Miroma Ventures, Scribble Ventures, Harbert Growth Partners, Rally Ventures Management, Llc.