Full-Time

GTM

Endex

Endex

11-50 employees

AI-powered platform for unified financial analysis

No salary listed

New York, NY, USA

In Person

Five to six days in person per week required.

Category
Sales & Account Management (1)
Required Skills
Sales
Investment Banking
Excel/Numbers/Sheets
Financial Modeling

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Requirements
  • One to six years of experience in real estate, private equity, investment banking, or public equities, including financial modeling and deal experience.
  • Ability and motivation to sell and close deals with large financial firms.
  • Ability to provide strong product opinions and actionable positioning ideas.
  • Ability to move quickly, leverage a professional network, and operate without an established playbook.
  • Intellectual curiosity, adaptability, and willingness to take on varied responsibilities.
Responsibilities
  • Run the full sales cycle from prospecting through close, build relationships with finance teams, understand their workflows, and demonstrate the product.
  • Translate financial-industry knowledge into product feedback, feature requests, and roadmap input.
  • Help determine target segments, competitive positioning, and effective messaging.
  • Create and optimize pipeline processes, and partner with marketing on audience-focused content and campaigns.
  • Use industry knowledge and professional networks to identify and validate new markets.
Desired Qualifications
  • Early-stage startup experience.
  • Existing relationships at target firms.

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 Jobs

Simplify's Take

What believers are saying

  • Endex updated its site in April 2026, showing active product momentum.
  • Endex says it unifies internal files and trusted sources into one searchable plane.
  • Fast AI Startup Jobs listed eight open roles in May 2026, signaling hiring growth.

What critics are saying

  • Microsoft can copy Endex inside Excel and crush distribution within twelve months.
  • Invite-only access and limited capacity signal weak scalability and fragile go-to-market execution.
  • Competitors like AlphaSense, Hebbia, and OpenAI agents commoditize financial research workflows fast.

What makes Endex unique

  • Endex embeds AI directly inside Excel, not a separate finance app.
  • OpenAI backed Endex in 2025, validating its model-specific financial workflow focus.
  • Endex claims deployments at investment banks, hedge funds, and $100B+ PE firms.

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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

22%

1 year growth

3%

2 year growth

22%
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.

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.

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

DistilInfo
Dec 19th, 2023
Enlitic and Infinitt Forge Partnership to Boost Radiology Department Efficiency

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.