Endex
Endex is the first AI agent to operate natively inside Excel. Our technology transforms hours of financial modeling into minutes – seamlessly building DCF models, updating analyses with the latest regulatory filings, and integrating data from Capital IQ and FactSet, all within your existing Excel workflow.
- Location
- New York, United States, United States
- Founded
- 2020
- Category
- Fintech
- Funding
- VC-backed
- Team
- 11–50
Frequently asked questions
What does Endex do?
Endex is the first AI agent to operate natively inside Excel. Our technology transforms hours of financial modeling into minutes – seamlessly building DCF models, updating analyses with the latest regulatory filings, and integrating data from Capital IQ and FactSet, all within your existing Excel workflow.
Where is Endex based?
Endex is based in New York, United States, United States.
When was Endex founded?
Endex was founded in 2020.
How much has Endex raised?
Endex is vc-backed. Funding details have not been disclosed.
How Endex would pitch themselves
○ Auto-generated01Target customer
Consumers + businesses needing modern financial services + infrastructure — typically under-served by legacy banks + processors.
02Problem they solve
Endex is the first AI agent to operate natively inside Excel. Our technology transforms hours of financial modeling into minutes – seamlessly building DCF models, updating analyses with the latest regulatory filings, an… The category has historically been served by tools that miss the modern workflow this product is built around.
03Key differentiator
Endex differentiates on building a financial coworker — focusing on a specific edge in this category vs. broader incumbents.
04Go-to-market strategy
Early-stage GTM — typically product-led growth (free tier or low-friction onboarding) paired with founder-led sales for the first 100 customers. Heavy content marketing + community presence on Twitter/X, LinkedIn, and category-specific Slack groups.