Endex AI

Endex AIEndex AI
Endex AI

Endex AI

Endex AI is an Excel-native AI agent designed to automate and accelerate financial modeling and data analysis for power teams.

DR 54Speed 662025Active25
Rate

About

Endex AI provides an Excel-native AI agent designed to accelerate financial modeling and data analysis for enterprise finance teams. Its core product integrates with Excel to unify data, understand complex financial documents with custom LLMs, and offer auditable outputs with citations. Endex AI serves leading investment banks, private equity firms, Fortune 500 finance teams, and global multi-strategy hedge funds.
Frequently asked

What does Endex AI do?

Endex AI provides an Excel-native AI agent designed to accelerate financial modeling and data analysis for enterprise finance teams. Its core product integrates with Excel to unify data, understand complex financial documents with custom LLMs, and offer auditable outputs with citations. Endex AI serves leading investment banks, private equity firms, Fortune 500 finance teams, and global multi-strategy hedge funds.

What is Endex AI's revenue?

StartupHub estimates Endex AI's annual revenue at $4.8M (range $2.6M to $7.8M, 63% confidence), based on comparable companies in the sector.

What is Endex AI's valuation?

StartupHub estimates Endex AI's effective valuation at $55.4M (range $35.0M to $84.0M, 19% confidence), based on comparable companies in the sector.

How much funding has Endex AI raised?

Endex AI has raised a total of $14M in funding. The most recent round on record is Seed.

When was Endex AI founded?

Endex AI was founded in 2025.

What industry does Endex AI operate in?

Endex AI operates in Agentic AI, AI Agent, Financial Modeling, Data Analysis, Excel Integration, Large Language Model.

How many employees does Endex AI have?

Endex AI has approximately 25 people on record.

HEADCOUNT
25
DOMAIN RATING
54
Who they would sell to
Goldman Sachs

Goldman Sachs, as a leading investment bank, would benefit from Endex AI's ability to accelerate financial modeling and data analysis, which are core functions in their operations.

Investment Banking
Blackstone Inc.

Blackstone, a prominent private equity firm, could leverage Endex AI to unify data, understand complex financial documents with custom LLMs, and generate auditable outputs for their extensive portfolio analysis.

Private Equity
JPMorgan Chase & Co.

As a Fortune 500 financial institution, JPMorgan Chase's finance teams could utilize Endex AI's Excel-native AI agent to automate and accelerate their financial modeling and data analysis tasks.

Fortune 500 Finance Teams
Bridgewater Associates

Bridgewater Associates, a global multi-strategy hedge fund, would find value in Endex AI's capabilities to enhance their data analysis and financial modeling within Excel, supporting their complex investment strategies.

Global Multi-Strategy Hedge Funds
Morgan Stanley

Morgan Stanley, another major investment bank, could use Endex AI to streamline their financial workflows, from data unification to generating auditable financial models, improving efficiency and accuracy.

Investment Banking

Buyer fit inferred by StartupHub from what Endex AI sells and public signals about each company. Only rows badged "already a customer" are confirmed relationships.

Who could acquire them
Microsoft

Microsoft would gain a specialized, Excel-native AI agent for financial modeling, enhancing its existing Microsoft 365 suite and further integrating AI capabilities directly into its widely used spreadsheet software.

Precedent: Acquired Nuance Communications, 2022

Salesforce

Salesforce could fold Endex AI into its offerings to provide advanced financial modeling and data analysis capabilities to its enterprise clients, particularly those in the financial services sector, complementing its existing CRM and analy

Precedent: Acquired Tableau, 2019

Intuit

Intuit would gain an AI-powered financial modeling tool that could be integrated with its QuickBooks and TurboTax platforms, offering more sophisticated financial analysis capabilities to its small business and enterprise customers.

Precedent: Acquired Mailchimp, 2021

SAP

SAP could integrate Endex AI to enhance its enterprise resource planning (ERP) and financial management solutions, providing its large corporate clients with advanced AI-driven financial modeling and data analysis directly within their exis

Precedent: Acquired Concur Technologies, 2014

Strategic fit inferred by StartupHub from each buyer's own acquisition history. No deal, approach or discussion is implied.

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