Executive Assistant
About the job
- Experience handling sensitive information across finance, legal, and personnel matters with discretion.
- Ability to identify operational gaps, build systems, and establish an operating rhythm for a fast-moving team.
- Ability to work independently in ambiguous situations and coordinate with the appropriate stakeholders.
- Ability to communicate clearly and proactively across a team and manage stakeholders at different levels.
- Manage the CEO's calendar, coordinate meetings, and handle scheduling across internal and external stakeholders to protect time and maximize focus.
- Own the day-to-day operations of the New York City office and maintain an organized, welcoming environment.
- Design and maintain internal systems across billing, compliance, vendor management, and administrative workflows to keep the company organized and audit-ready.
- Plan and execute team outings, offsites, and company events.
- Track invoices, manage vendor relationships, and work with legal and finance partners to ensure operational and compliance requirements are met on time.
- Partner with recruiting, marketing, and go-to-market functions on logistics, coordination, and operational needs as the company scales.
- Experience at an early-stage startup.
- Familiarity with financial services or fintech environments.
- Experience with Notion, Rippling, Ramp, or similar operations platforms.
About the company
Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.
Company Size
11-50
Company Stage
Early VC
Total Funding
$14M
Headquarters
New York City, New York
Founded
2022
Get referred to Endex
See people who can refer or advise you
Simplify's Take
What believers are saying
- Endex raised $14M from OpenAI Startup Fund in August 2025.
- It reported working with financial firms for a year before public launch.
- Demand after launch and eight open roles suggest active hiring and traction.
What critics are saying
- Microsoft shipped finance Copilot skills, connectors, and traceability in June 2026.
- Endex depends on Excel distribution and can be copied by Microsoft fast.
- Invite-only capacity and a tiny team limit adoption before rivals close the gap.
What makes Endex unique
- Endex lives inside Excel, targeting analysts where work already happens.
- Its pitch centers on traceable, stepwise agentic modeling for finance teams.
- OpenAI Startup Fund backing signals tight alignment with frontier reasoning models.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Retirement planning
Stock Options
401(k) Retirement Plan
401(k) Company Match
Growth & Insights and Company News
6 month growth
13%1 year growth
8%2 year growth
18%Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.
Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.
LOS ANGELES--(BUSINESS WIRE)--The Thiel Foundation has unveiled the 2024 class of Thiel Fellows, assembling a group of 20 brilliant young minds who are set to disrupt various industries. Established in 2011, the Thiel Fellowship provides each recipient with $100,000 and access to a powerful network of tech founders, investors, scientists, and former fellows. All that is asked of the fellows is that they commit to focusing full-time on their projects, companies, or ideas unencumbered by traditional academic constraints. "Today's universities are as corrupt as the medieval Catholic Church. The Reformation is underway," said Peter Thiel
By seamlessly integrating Endex into Infinitt's systems, healthcare practitioners and institutions gain access to standardized medical images, a catalyst for heightened efficiency and smoother diagnostic workflows.