Endex is a fintech company leveraging AI for the development of a social investment platform that simplifies investing in peer-managed custom indices. Founded by Kevin Yang and Tarun Amasa in 2022, the company is based in New York City, USA. Endex's platform is designed to enable retail investors to engage in an interactive community centered around investment strategies. Since its inception, the company has garnered institutional investment and is on a trajectory of growth and innovation in the investment sector.
July 2025: Endex secured funding from two institutional investors. This funding, part of a broader effort to expand the company's capabilities, is expected to propel further development of its platform in response to increasing demand for innovative investment solutions (Tracxn, 2025).
May 2025: The company continued its collaboration with OpenAI, integrating enhanced AI models to improve financial research and automate workflows. This partnership allows Endex to offer more efficient and quicker AI solutions, enhancing the user experience (Tracxn, 2025).
2023-2024: Endex focused heavily on integrating AI to streamline financial services, expanding its user base significantly by allowing users to emulate investment strategies through advanced algorithms. This feature was well-received in the retail investment sector, marking a milestone for the company in terms of user engagement (PitchBook, 2025).
Attribute | Information |
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Founding Date | 2022 |
Headquarters | New York City, USA |
Founders | Kevin Yang, Tarun Amasa |
Revenue | Not publicly disclosed |
Key Investors | Two institutional investors |
Industry | Financial Technology |
Number of Employees | Approximately 18 |
Endex was founded in early 2022 by Kevin Yang and Tarun Amasa with a vision to democratize investing for retail investors. The company initially struggled to define its market niche but quickly established itself by introducing a prototype that resonated well with investors and users. The scalable nature of the platform, allowing users to create, share, and follow custom indices, akin to sharing playlists in a music app, drove early adoption and success (Medium, 2022).
Endex has carved out a niche in the fintech sector with a unique business model that combines social investing and AI-driven market analysis. The company’s platform enables users to create "Endexes"—custom stock indices that can be easily shared within a community of investors.
Currently, Endex is positioned as a leading player in the niche of social investment platforms, with a robust user base primarily in the United States. It competes with other fintech companies by leveraging its AI capabilities and user-friendly interface, allowing it to maintain a competitive edge. The company is focused on further enhancing its platform’s features and scaling operations to capture a larger market share, particularly targeting millennials and Gen Z investors attracted to social and tech-savvy investment solutions.
Endex is at the forefront of transforming the retail investing space with its innovative approach combining social investing and artificial intelligence. The company’s strategic initiatives and partnerships position it well to capitalize on market trends towards democratization and digitization of financial services. As they continue to refine their platform and increase their market reach, Endex holds a promising outlook in the fintech landscape, set to influence how retail investors engage with the stock market.