Endex raises $14M from OpenAI to Automate Financial Work

We're excited to announce our $14M round led by the OpenAI Startup Fund, with participation from Neo and executives from Palantir, Two Sigma, and Coatue. This funding round will enable Endex to further accelerate our mission of bringing AI agents to the financial services industry. 

Endex was founded on the conviction that reasoning models will fundamentally reshape the capacity and efficiency of the financial services industry. Professionals today spend hours on manual work in spreadsheets - pulling data from dozens of sources, reconciling and auditing numbers across tabs, and updating models with the latest figures. With Endex’s AI agents working directly alongside them, professionals can shift their focus back to higher-value work: critical thinking and strategy, valuation, relationship building, and transacting on their firm’s mission.

Over the past year, we’ve made strong progress toward accomplishing the aforementioned objective, with incredible support from OpenAI throughout our journey. Endex has built systems that leverage the highest throughput and trillions of tokens to ingest and interpret large volumes of unstructured financial documents, and transform them into structured, decision-ready results in Excel. Where information is incomplete or additional clarifications are required to produce excellent results, we’ve created novel interfaces for agents to ask for clarification from users for their plans while remaining unobtrusive to their workflows.

We’ve assembled a stellar team of technologists and finance professionals to drive forward our vision. If you’re interested in Endex, we’d love to hear more from you.