“Can a single platform unify global payroll, HR, banking, and investments for growing teams to become their financial operating system?”
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.
Series Financial discloses Lewis & Clark Bank as its banking provider, according to the Embedded Finance Index 2026.
Series Financial does not disclose a bank charter of its own; its banking services are provided through Lewis & Clark Bank.
The Embedded Finance Index 2026 maps 2 layers in Series Financial's stack: Banking / BaaS (Lewis & Clark Bank); Sponsor bank (Lewis & Clark Bank).
Series Financial is founded in 2023 and headquartered in Unknown.
Get a read on where your own stack stands against Series Financial and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.