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.
Apakah Koyfin merekrut?
Ya. Per 6 Oktober 2026, Koyfin memiliki 2 posisi terbuka di Metaintro. 2 posisi diposting dalam 30 hari terakhir.
Lowongan terbuka
Terbaru lebih dulu. Gaji ditampilkan jika dicantumkan di lowongan.
Pola perekrutan
Seberapa cepat Koyfin menambah lowongan, dan bagaimana pengaturan kerjanya.
Lowongan baru tiap bulanLowongan yang pertama kali diposting pada bulan tersebut
Pelanggan
8 perusahaan yang disebut Koyfin sebagai pelanggannya.
Studi kasus7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Pelanggan lainnya1
- TD Wealth's Naas Neatt Physician Wealth Management
Kata pelanggan mereka
Kutipan dari orang-orang di perusahaan pelanggan 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.”
Tampilkan 6 kutipan lagiTampilkan lebih sedikit
“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.”
Keterampilan yang mereka cari
Paling sering muncul di lowongan terbuka.
Stack teknologi
- Pustaka
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analitik
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Keamanan
- CookieYes
Fakta perusahaan
- Didirikan
- 2016
- Industri
- investment
- Sektor (NAICS)
- Informasi
- Perusahaan serupa
- PIMCO
- Situs web
- koyfin.com
- Karier
- koyfin.com/careers
Perusahaan serupa
Perusahaan di industri yang sama dengan Koyfin yang sedang merekrut.
Pertanyaan tentang Koyfin
- Apakah Koyfin merekrut?
- Ya. Per 6 Oktober 2026, Koyfin memiliki 2 posisi terbuka di Metaintro. 2 posisi diposting dalam 30 hari terakhir. Paling banyak ada di Operations Management (1) dan Sales (1).
- Siapa saja pelanggan Koyfin?
- Koyfin menyebut 8 pelanggan, termasuk Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth, dan Enhancing Capital.