Endex

Endex builds an AI-powered digital coworker native to Microsoft Excel, designed for financial professionals. The product is built on large language models engineered specifically for finance, and is capable of working with financial documents, accounting methods and complex financial charts. The company is backed by the OpenAI Startup Fund.

Its technology spans finance-specific LLMs, AI agents, natural language processing, deep research integration and data unification. The models are designed to reconcile disagreeing sources and to verify AI outputs with integrated citations. A unified searchable environment brings internal files, external data and trusted sources together, giving financial teams and their agents a single picture for decision-making.

The company raised $14m in August 2025. Its institutional clients include publicly traded real estate developers, leading investment banks, Fortune 500 finance teams and global multi-strategy hedge funds; private equity clients represent more than $100bn in assets under management. Endex states a mission that AI agents will work alongside analysts at every major financial institution.

Work sits at the intersection of applied machine learning and financial analysis, with technical domains including natural language processing, deep research integration and the verification and citation of AI outputs. The company serves enterprise customers across investment banking, private equity, real estate development, hedge funds and corporate finance.