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ModelML

AI agent that works inside Excel, PowerPoint and Outlook for banks, consultancies and investment firms.

ModelML sells its own AI agent to investment banks, consultancies, private equity and credit funds and asset and wealth managers. The agent works inside Microsoft Office tools or a client's own systems and the firm says industry experts build each solution to the client and deploy it forward. The site names one former bank chief executive as an endorser but no client case studies or partners.

Type of firm: Platform with embedded engineers
Known for: AI finance agent for banks and investment firms
Based in: New York, United States
Funding: Series A
Total raised: North of $100 million
Ownership: VC-backed
Status: Active
Generalist or specialist: Specialist
Industries: Financial services
Own product: Yes: ModelML agent
Founders: Chaz Englander, Arnie Englander
Website: modelml.com

Funding and deals

2025-11: Series A, $75M, led by FT Partners

Investors

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