Series Financial

Architecting Series Financial’s core financial services while levelling up their web experience

Fintech

The Series website details how their enterprise operating system unifies finance and operations management.

Our Impact

We worked closely with the Series Financial team, assisting and leading a number of initiatives for their fast-growing financial services platform.

Built and scaled the platform’s core financial services
Refactored their frontend and migrated them to a scalable architecture
Built a transaction service that processes large amounts in volume

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Series centralizes and automates an entire finance stack.

Series is a finance and operations platform that provides a comprehensive suite of independent but seamlessly integrated products. They are one of the fastest growing financial services platforms in the US.

THE VISION

CEO Brexton Pham and the Series team had been operating in stealth for quite a while and had taken a well-planned, thoughtful, and secure approach to everything they did. As a result of their strong growth, need for scale, and an ever-growing product roadmap, they needed to build and scale their identity and transaction services, as well as improve their web experience.

WHY LAZER?

‍Series approached Lazer because of our fintech expertise and our experience building, iterating, and scaling fast.

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platform

Amazon Web Services (AWS)
Google Cloud Platform (GCP)
Vercel

Expertise

Frontend Development
Backend Development
Architecture Design
Integrations

Stage

Pre-Seed

Investors

776
PearVC
Kleiner Perkins
Hustle Fund
Caffeinated Capital

Approach

Refactoring the web experience

To start, we focused on refactoring the frontend in React by properly adopting Next.js pages and routing, integrating RTK Query, and developing a component library that utilizes correct patterns.

We documented the component library heavily with Storybook and leveraged Storybook’s test runner for coverage reports and interaction tests.

Approach

Moving to a scalable architecture

On the backend, we noticed the reliance on a monolithic architecture was making it difficult for Series to scale services and areas of their product efficiently.

We developed a plan to shift everything to a microservice-based, event-driven architecture, and to have services be built out with these same patterns.

Approach

Creating a secure, reliable experience

We leveraged GCP’s Firebase Auth to authenticate all users on the platform and Firebase Cloud Functions for a serverless framework.

Since the frontend stack relied heavily on React, Next.js and other frameworks that fit well with those, we leveraged Vercel to host the frontend efficiently.

Approach

Setting the stage with the identity service

We led development of the identity service, which was the first microservice that utilized the new architecture.

It holds all users’ identity data and serves as the authentication layer to obtain access to backend services. We leveraged AWS’ API Gateway (with Lambda Authorizers), AWS Virtual Private Cloud, AWS CloudTrail, and more to build it and set the foundation for more services.

Approach

Creating a dependable transaction service

We also led the build of the transaction service, which acted as the source of truth for all transaction data on the platform and was relied upon by the entire organization.

We paid special attention to scalability and performance to ensure it was up to the task.

The Series website details features of their enterprise operating system.

It was a thrill to work in a fast-moving environment with the Series team, and to contribute to a product that solves so many challenges facing startups and enterprises.

We’re proud to have supported their core pillars and to see that Series has gone on to launch their platform as an enterprise operating system (EOS) that unifies finance and operations management.

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