# Series

> Series is a San Francisco financial technology company building a modular suite for enterprise finance and operations. Its products cover banking and payments, payroll, payables, treasury, identity, contracts, and financial analysis, with shared login and permissions through Series DNA. Customers can buy individual products or bundles and connect existing providers.

- **Founded:** 2021
- **Headquarters:** San Francisco, United States
- **Founders:** Brexton Pham (Co-founder and CEO), Daniel Lai (Co-founder), Tamby Kojak (Co-founder)
- **Products:** Series DNA, Series Cash, Series Workforce, Series Billing, Series Invest
- **Notable:** Raised $25 million across seed and Series A financing by September 2023., Reported hundreds of customers at its September 2023 public launch., Published a modular suite spanning seven named finance and operations products plus Series DNA.

## Products & services

- **Series DNA** — Shared login and access layer for the connected product suite.
- **Series Cash** — Commercial banking and payment operations across teams and entities, with bank integrations and access controls.
- **Series Workforce** — Global payroll, HR and employer-of-record services.
- **Series Billing** — Accounts-payable intake, approvals, vendor records and payments.
- **Series Invest** — Treasury management for instruments including US Treasury bills and money-market funds.
- **Series Vault** — Storage and permissioned sharing of identity, KYC/KYB and related documents.
- **Series Contracts** — Contract repository with AI extraction, search, reminders and reporting.
- **Series Intel** — Questions and analysis across financial data and documents.

## Achievements

- Raised $25 million across seed and Series A financing by September 2023.
- Reported hundreds of customers at its September 2023 public launch.
- Published a modular suite spanning seven named finance and operations products plus Series DNA.

## Latest updates

- **2023-09** — Series launched its platform broadly and disclosed $25 million raised across seed and Series A rounds.
- **2023-03** — CEO Brexton Pham publicly discussed banking diversification during the Silicon Valley Bank crisis.

## Links

- Website: https://www.seriesfi.com
- LinkedIn: https://www.linkedin.com/company/series-financial
- Twitter/X: https://twitter.com/seriesfinancial

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Profile page: https://yespress.io/series
Published by YesPress — https://yespress.io
Last updated: 2026-09-29