Koyfin
investment
Koyfin provides tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports in one place. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc.
Stellt Koyfin ein?
Ja. Stand 6. Oktober 2026 hat Koyfin 2 offene Stellen auf Metaintro. 2 davon wurden in den letzten 30 Tagen veröffentlicht.
Offene Stellen
Neueste zuerst. Gehalt, sofern in der Anzeige angegeben.
Einstellungsmuster
Wie schnell Koyfin neue Stellen ausschreibt und mit welchem Arbeitsmodell.
Neue Stellen pro MonatStellen nach Monat der ersten Veröffentlichung
Kunden
Alle 8 Unternehmen, die Koyfin als Kunden nennt.
Fallstudien7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Weitere Kunden1
- TD Wealth's Naas Neatt Physician Wealth Management
Was ihre Kunden sagen
Zitate von Personen bei Kunden von Koyfin.
“Koyfin has materially improved our ability to communicate value, shorten the sales cycle, and win higher-quality clients.”
“Koyfin allows us to turn complex portfolio data into clear, visual insights that prospects immediately understand and act on.”
“Our process was fragmented, manual, and not optimized for delivering clear, compelling insights in a single presentation.”
“Portfolio reviews made my life easier and made my clients’ understanding better.”
“It is just simple to use, which makes it quick and easy and allows for high-quality output without a lot of work.”
6 weitere Zitate anzeigenWeniger anzeigen
“I felt like there was always a gap between what I wanted to be able to show clients and what I actually had to present.”
“Your product sealed the deal on a $10 million client for us. The ability to easily move from a ‘snapshot’ of the client’s current portfolio to the details of holdings helped the client clearly see how their investments were structured and identify opportunities for better alignment with their goals.”
“I don't think I would have been able to transition my clients nearly as fast, nor the amount that I did, if I didn't have Koyfin. It has allowed me to have confidence that I'm doing the right things for my clients.”
“I found it really easy to navigate the tool. I actually use the tool, which is a huge win. If I have any questions, the support team gets back to me within a couple of hours. It's phenomenal.”
“A more professional and thorough understanding of our models translating into better service for our clients.”
“Koyfin gives us a platform that is reliable, fast, easy to use, that brings us joy to use.”
Gefragte Fähigkeiten
Am häufigsten in offenen Stellenanzeigen.
Tech-Stack
- Bibliotheken
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analysen
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Sicherheit
- CookieYes
Unternehmensdaten
- Gegründet
- 2016
- Branche
- investment
- Branche (NAICS)
- Information und Kommunikation
- Vergleichbares Unternehmen
- PIMCO
- Webseite
- koyfin.com
- Karriere
- koyfin.com/careers
Ähnliche Unternehmen
Unternehmen aus derselben Branche wie Koyfin, die gerade einstellen.
Fragen zu Koyfin
- Stellt Koyfin ein?
- Ja. Stand 6. Oktober 2026 hat Koyfin 2 offene Stellen auf Metaintro. 2 davon wurden in den letzten 30 Tagen veröffentlicht. Die meisten entfallen auf Operations Management (1) und Sales (1).
- Wer sind die Kunden von Koyfin?
- Koyfin nennt 8 Kunden, darunter Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth und Enhancing Capital.