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 sta assumendo?
Sì. Al 6 ottobre 2026, Koyfin ha 2 posizioni aperte su Metaintro. 2 sono state pubblicate negli ultimi 30 giorni.
Posizioni aperte
Prima le più recenti. Retribuzione mostrata quando l’annuncio la indica.
Andamento delle assunzioni
Quanto velocemente Koyfin apre nuove posizioni e con quale modalità di lavoro.
Nuove posizioni al mesePosizioni pubblicate per la prima volta nel mese
Clienti
Tutte le 8 aziende che Koyfin indica come clienti.
Casi di studio7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Altri clienti1
- TD Wealth's Naas Neatt Physician Wealth Management
Cosa dicono i loro clienti
Citazioni di persone che lavorano presso i clienti di 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.”
Mostra altre 6 citazioniMostra meno
“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.”
Competenze richieste
Le più frequenti negli annunci aperti.
Stack tecnologico
- Librerie
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analisi
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Sicurezza
- CookieYes
Dati aziendali
- Fondata
- 2016
- Settore
- investment
- Settore (NAICS)
- Informazione
- Azienda simile
- PIMCO
- Sito web
- koyfin.com
- Carriere
- koyfin.com/careers
Aziende simili
Aziende dello stesso settore di Koyfin che stanno assumendo ora.
Domande su Koyfin
- Koyfin sta assumendo?
- Sì. Al 6 ottobre 2026, Koyfin ha 2 posizioni aperte su Metaintro. 2 sono state pubblicate negli ultimi 30 giorni. La maggior parte riguarda Operations Management (1) e Sales (1).
- Chi sono i clienti di Koyfin?
- Koyfin indica 8 clienti, tra cui Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth e Enhancing Capital.