Endex

Endex is a financial technology company based in New York, US, that leverages advanced AI to enhance financial modeling and data analysis through an innovative Excel add-in. Endex, founded in 2022, specializes in developing advanced financial modeling tools. The company has successfully raised USD 14 mn, led by Openai Startup Fund Management on August 6, 2025. Endex operates out of New York, US and has completed one deal thus far.

Endex specializes in an Excel-based add-in designed to enhance financial modeling and data analysis through the use of advanced AI capabilities. Its core product streamlines the integration of internal files, external data, and trusted financial sources into a single, searchable interface, enabling users to access comprehensive insights quickly. Key features include AI-labeled cell tracing, customizable formatting shortcuts, and the ability to generate repeatable templates that adapt to new inputs. The platform is particularly tailored for financial professionals, allowing them to navigate complex financial documents, create sophisticated models, and eliminate manual data entry tasks.

Endex serves a global clientele, including analysts and associates at leading financial institutions across North America, Europe, and Asia-Pacific, facilitating the completion of various Excel tasks with enhanced efficiency. Endex's revenue model is primarily based on B2B transactions, specifically through subscriptions to its Excel add-in. Clients typically engage with Endex through annual subscription plans that provide access to the full suite of features, including integrated citations and advanced data manipulation tools. The pricing structure is designed to cater to financial institutions, with different tiers available based on the size and needs of the firm.

Flagship services include the ability to leverage OpenAI's Deep Research integration for contextual analysis and the automatic generation of financial models. This model ensures a recurring revenue stream while fostering long-term partnerships with clients who rely on Endex for enhanced operational efficiency in financial analysis. In August 2025, Endex raised USD 14 mn in venture funding led by Openai Startup Fund Management. The company plans to utilize this funding to support its expansion initiatives and ramp up development efforts.

Endex aims to introduce new product features that enhance user experience and is exploring opportunities in emerging markets in Asia and Europe, targeting a rollout by the end of 2026.