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.
Ansetter Koyfin?
Ja. Per 6. oktober 2026 har Koyfin 2 ledige stillinger på Metaintro. 2 ble publisert de siste 30 dagene.
Ledige stillinger
Nyeste først. Lønn vises når annonsen oppgir den.
Rekrutteringsmønster
Hvor raskt Koyfin legger ut nye stillinger, og hvilken arbeidsform de har.
Nye stillinger per månedStillinger etter måned for første publisering
Kunder
Alle 8 selskaper som Koyfin oppgir som kunder.
Kundecaser7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Andre kunder1
- TD Wealth's Naas Neatt Physician Wealth Management
Hva kundene deres sier
Sitater fra folk hos Koyfins kunder.
“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.”
Vis 6 sitater tilVis færre
“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.”
Etterspurte ferdigheter
Hyppigst i ledige annonser.
Teknologistakk
- Biblioteker
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analyse
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Sikkerhet
- CookieYes
Selskapsfakta
- Grunnlagt
- 2016
- Bransje
- investment
- Sektor (NAICS)
- Informasjon
- Sammenlignbart selskap
- PIMCO
- Nettsted
- koyfin.com
- Karriere
- koyfin.com/careers
Lignende selskaper
Selskaper i samme bransje som Koyfin som ansetter nå.
Spørsmål om Koyfin
- Ansetter Koyfin?
- Ja. Per 6. oktober 2026 har Koyfin 2 ledige stillinger på Metaintro. 2 ble publisert de siste 30 dagene. Flest er innen Operations Management (1) og Sales (1).
- Hvem er kundene til Koyfin?
- Koyfin oppgir 8 kunder, blant annet Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth og Enhancing Capital.