Series Financial
“Can a single platform unify global payroll, HR, banking, and investments for growing teams to become their financial operating system?”
Founded2023
HQUnknown
IndustryHorizontal SaaS / HR & Payroll
The story
Series Financial launched as an all-in-one finance and operations platform for growing businesses, initially focusing on global payroll and HR management across 180+ countries. The platform integrates embedded investment capabilities via Atomic Invest and banking infrastructure via Lewis & Clark Bank and Pershing, positioning itself as a comprehensive financial operating system for SMBs. Evidence is limited, suggesting an early-stage company still building out its embedded finance stack.
Last 12 months
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Product timeline
2023
Series Financial launched as a finance and operations platform targeting growing teams, offering global payroll and HR across 180+ countries.· pivot
The stack
2 layers disclosed in Series Financial’s embedded-finance stack
Banking / BaaS
Sponsor bank
in the full report
Accounting gap: significant
1 more provider across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.