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は採用中ですか？
はい。2026年10月6日時点で、Metaintro にはKoyfinの募集中のポジションが2 件あります。 過去30日間に2 件が掲載されました。
募集中のポジション
新しい順。求人に記載がある場合は給与を表示します。
採用パターン
Koyfin が募集をどれだけのペースで増やしているか、そして勤務形態の内訳。
月別の新規募集その月に初めて掲載された求人
顧客
Koyfin が顧客として挙げている 8 社すべて。
導入事例7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
その他の顧客1
- TD Wealth's Naas Neatt Physician Wealth Management
顧客の声
Koyfin の顧客企業の担当者による声。
“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.”
さらに 6 件の声を表示表示を減らす
“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.”
求められるスキル
募集中の求人で最も多く見られるもの。
技術スタック
- ライブラリ
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- アナリティクス
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- セキュリティ
- CookieYes
企業情報
- 設立
- 2016
- 業界
- investment
- 業種（NAICS）
- 情報通信業
- 同業他社
- PIMCO
- ウェブサイト
- koyfin.com
- 採用ページ
- koyfin.com/careers
類似企業
Koyfinと同じ業界で現在採用中の企業。
Koyfin に関する質問
- Koyfinは採用中ですか？
- はい。2026年10月6日時点で、Metaintro にはKoyfinの募集中のポジションが2 件あります。 過去30日間に2 件が掲載されました。 最も多いのは Operations Management（1）、Sales（1） です。
- Koyfin の顧客にはどのような企業がありますか？
- Koyfin は Silver Strand Financial Planning、Mission Wealth、Off-Trail Financial、TD Wealth、Enhancing Capital など 8 社を顧客として挙げています。