Series

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

San Francisco, California, United States

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
2
3
1
1
1
1

About Series

Based in San Francisco, California, Series is a fintech company and financial management platform and services provider.Explore more
Series's Social MediaPopular SearchesAll Blue Labs IncSeriesSIC Code 73,737NAICS Code 51,513Show more

Series Org Chart

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JP
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Software Engineering & Manager

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RC
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Software Engineer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Series

<$5M
11-50
Private
$25M
2021
JP
Jonathan PowellSoftware Engineering & Manager
$10.3M
11-50
Private
$10M
2021
Aaron Gregory, Co-founder & Chief Executive Officer at Upward
Aaron GregoryCo-founder & CEO
$8.4M
11-50
Private
-
2017
WS
William SealyCo-Founder & CEO
$5.7M
11-50
Private
$6.6M
2021
CO
Christina OrielVice President, Strategy & Operations
<$5M
11-50
Private
$12M
2021
Shay Finkelstein, Co-Founder & Chief Technology Officer at Collective Liquidity
Shay FinkelsteinCo-Founder & Chief Technology Officer
<$5M
1-10
Private
$7.8M
2022
N/A
<$5M
11-50
Private
$71M
2021
KC
Karen ClarkChief People Officer
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Company Profile Activity

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Among all Software companies

Low Activity

High Activity

Activity Insights

Series is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Series is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Series.

Series financials insights

Gather financial insights about Series, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2023

Other Financing Round

$25M

See All Series's Financials Insights

Series Tech Stack

A closer look at the technologies used by Series

Top Financial Software Companies

Frequently Asked Questions Regarding Series

What is Series's official website?
Series's official website is www.seriesfi.com
What is Series's Revenue?
Series's revenue is <$5 Million
What is Series's SIC code?
Series's SIC: 73,737
What is Series's NAICS code?
Series's NAICS: 51,513
How many employees does Series have?
Series has 11-50 employees
What industry does Series belong to?
Series is in the industry of: Financial Software, Software
What is Series competition?
Series top competitors include: Plenty Financial RIA, LLC, Collective Liquidity, Viably, BayaniPay
What technology does Series use?
Some of the popular technologies that Series uses are: Heroku, PostgreSQL, Node.js, Github
What does Series do?

Based in San Francisco, California, Series is a fintech company and financial management platform and services provider.... Read More

What are Series social media links?
Series Linkedin page
Who invested in Series?
Series has 4 investors including Pear VC, Basis Set Ventures, Hustle Fund and 776 Capital.
Is Series a public company?
Series is private company therefore does not currently have an official ticker symbol
See more information about Series

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