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Series Financial provides businesses with tools for banking, payments, billing, investments, and financial operations.
Founded in 2021, Series Financial is a financial technology company based in San Francisco, US. Its Series Enterprise Operating System combines cash management, workforce, billing, investing, vault, contracts, and financial data tools. The company was co-founded by Brexton Pham, Daniel Lai, and Tamby Kojak. In September 2023, it raised funding across seed and Series A rounds led by 776 and Basis Set Ventures, with participation from Pear VC, Kleiner Perkins, Day One Ventures, Hustle Fund, Caffeinated Capital, Wischoff Ventures, and several angels.
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