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Overview
Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.
About Endex
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Financial Services
Company Size
11-50
Company Stage
Early VC
Total Funding
$14M
Headquarters
New York City, New York
Founded
2022
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Simplify's Take
What believers are saying
- Endex updated its site in April 2026, showing active product momentum.
- Endex says it unifies internal files and trusted sources into one searchable plane.
- Fast AI Startup Jobs listed eight open roles in May 2026, signaling hiring growth.
What critics are saying
- Microsoft can copy Endex inside Excel and crush distribution within twelve months.
- Invite-only access and limited capacity signal weak scalability and fragile go-to-market execution.
- Competitors like AlphaSense, Hebbia, and OpenAI agents commoditize financial research workflows fast.
What makes Endex unique
- Endex embeds AI directly inside Excel, not a separate finance app.
- OpenAI backed Endex in 2025, validating its model-specific financial workflow focus.
- Endex claims deployments at investment banks, hedge funds, and $100B+ PE firms.
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Funding
Total Funding
$14M
Above
Industry Average
Funded Over
1 Rounds
Benefits
Health Insurance
Retirement planning
Stock Options
401(k) Retirement Plan
401(k) Company Match
Growth & Insights and Company News
6 month growth
↑ 22%1 year growth
↑ 3%2 year growth
↑ 22%Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.
Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.
LOS ANGELES--(BUSINESS WIRE)--The Thiel Foundation has unveiled the 2024 class of Thiel Fellows, assembling a group of 20 brilliant young minds who are set to disrupt various industries. Established in 2011, the Thiel Fellowship provides each recipient with $100,000 and access to a powerful network of tech founders, investors, scientists, and former fellows. All that is asked of the fellows is that they commit to focusing full-time on their projects, companies, or ideas unencumbered by traditional academic constraints. "Today's universities are as corrupt as the medieval Catholic Church. The Reformation is underway," said Peter Thiel
By seamlessly integrating Endex into Infinitt's systems, healthcare practitioners and institutions gain access to standardized medical images, a catalyst for heightened efficiency and smoother diagnostic workflows.
Endex is Hiring for 9 Jobs on Simplify!
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About Endex
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Financial Services
Company Size
11-50
Company Stage
Early VC
Total Funding
$14M
Headquarters
New York City, New York
Founded
2022
Endex is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today