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.
Neemt Koyfin aan?
Ja. Per 6 oktober 2026 heeft Koyfin 2 open functies op Metaintro. 2 zijn in de afgelopen 30 dagen geplaatst.
Openstaande vacatures
Nieuwste eerst. Salaris staat erbij als de vacature het vermeldt.
Wervingspatroon
Hoe snel Koyfin vacatures toevoegt en in welke werkvorm.
Nieuwe vacatures per maandVacatures naar maand van eerste plaatsing
Klanten
Alle 8 bedrijven die Koyfin als klant noemt.
Casestudy’s7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Andere klanten1
- TD Wealth's Naas Neatt Physician Wealth Management
Wat hun klanten zeggen
Citaten van mensen bij klanten van 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.”
Nog 6 citaten tonenMinder tonen
“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.”
Gevraagde vaardigheden
Meest genoemd in openstaande vacatures.
Techstack
- Bibliotheken
- Swiper
- jQuery
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- GSAP
- CMS
- WordPress
- Analyse
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Beveiliging
- CookieYes
Bedrijfsgegevens
- Opgericht
- 2016
- Sector
- investment
- Branche (NAICS)
- Informatie
- Branchegenoot
- PIMCO
- Website
- koyfin.com
- Werken bij
- koyfin.com/careers
Vergelijkbare bedrijven
Bedrijven in dezelfde sector als Koyfin die nu aannemen.
Vragen over Koyfin
- Neemt Koyfin aan?
- Ja. Per 6 oktober 2026 heeft Koyfin 2 open functies op Metaintro. 2 zijn in de afgelopen 30 dagen geplaatst. De meeste vacatures zijn bij Operations Management (1) en Sales (1).
- Wie zijn de klanten van Koyfin?
- Koyfin noemt 8 klanten, waaronder Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth en Enhancing Capital.