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.
¿Koyfin está contratando?
Sí. A fecha de 6 de octubre de 2026, Koyfin tiene 2 puestos abiertos en Metaintro. 2 se publicaron en los últimos 30 días.
Vacantes abiertas
Las más recientes primero. El salario aparece cuando la oferta lo indica.
Patrón de contratación
A qué ritmo Koyfin abre vacantes y con qué modalidad.
Vacantes nuevas por mesVacantes publicadas por primera vez en el mes
Clientes
Las 8 empresas que Koyfin menciona como clientes.
Casos de éxito7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Otros clientes1
- TD Wealth's Naas Neatt Physician Wealth Management
Lo que dicen sus clientes
Citas de personas de los clientes de 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.”
Mostrar 6 citas másMostrar menos
“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.”
Habilidades que buscan
Las más frecuentes en las ofertas abiertas.
Stack tecnológico
- Bibliotecas
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analítica
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Seguridad
- CookieYes
Datos de la empresa
- Fundada
- 2016
- Sector
- investment
- Sector económico (NAICS)
- Información
- Empresa similar
- PIMCO
- Sitio web
- koyfin.com
- Empleo
- koyfin.com/careers
Empresas similares
Empresas del mismo sector que Koyfin que están contratando ahora.
Preguntas sobre Koyfin
- ¿Koyfin está contratando?
- Sí. A fecha de 6 de octubre de 2026, Koyfin tiene 2 puestos abiertos en Metaintro. 2 se publicaron en los últimos 30 días. La mayoría están en Operations Management (1) y Sales (1).
- ¿Quiénes son los clientes de Koyfin?
- Koyfin menciona 8 clientes, entre ellos Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth y Enhancing Capital.