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Endex

AI-powered platform for unified financial analysis

GTM

Full-Time
No salary listed
Junior, Mid
New York, NY, USA
In PersonFive to six days in person per week required.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • 1-6 years of experience in real estate, private equity, investment banking, or public equities, including building financial models and working on deals.
  • Demonstrated ability and motivation to sell to large financial firms.
  • Ability to provide informed opinions on product development and positioning.
  • Ability to work quickly, leverage a professional network, and operate without an established playbook.
  • Intellectual curiosity, adaptability, and willingness to take on a broad range of responsibilities.
  • Ability to listen, adapt, and focus on outcomes.
Responsibilities
  • Own the full sales cycle from prospecting through close, including building relationships with end users, understanding workflows, and demonstrating the product.
  • Use industry knowledge and professional networks to identify and validate new markets and verticals.
  • Navigate buying processes involving end users, executive sponsors, information technology, information security, and procurement, and convert pilots into firmwide deployments.
  • Create and optimize pipeline processes that turn interest into revenue.
  • Partner with marketing to develop audience-focused content and campaigns.
  • Translate customer objections and unmet needs into product feedback, feature requests, and roadmap input.
  • Help determine priority segments, competitive positioning, and effective messaging for the go-to-market strategy.
Desired Qualifications
  • Early-stage startup experience.
  • Existing relationships at target firms.

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

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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.

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Benefits

  • Health Insurance
  • Retirement planning
  • Stock Options
  • 401(k) Retirement Plan
  • 401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

13%

1 year growth

8%

2 year growth

13%
TechStartups
Aug 6th, 2025
Endex.ai raises $14M in funding led by OpenAI Startup Fund to bring AI agents directly into Excel

Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.

TechStartups
Aug 6th, 2025
Endex.ai raises $14M for Excel AI

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.

Business Wire
Mar 21st, 2024
Thiel Foundation Announces Next Thiel Fellow Class

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

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