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New York, US
Endex builds an AI-powered digital coworker native to Microsoft Excel for financial professionals, combining finance-specific LLMs, deep research and cited verification.
Endex is building an AI-powered digital coworker native to Microsoft Excel, designed for financial professionals. The company's product combines large language models engineered for finance with deep research integration, financial document understanding, and comprehension of accounting methods and financial charts. Its agents are designed to reconcile disagreeing sources, verify outputs with integrated citations, and search across internal files, external data and trusted sources within a single environment.
The company raised $14m in August 2025. Its clients include private equity firms representing more than $100bn in assets under management, alongside investment banks, multi-strategy hedge funds, publicly traded real estate developers and Fortune 500 finance teams. Endex operates with a global geographic presence.
Endex describes its vision as one in which AI agents work alongside analysts at every major financial institution, with an emphasis on helping financial professionals navigate the transition to AI-assisted work.