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.
A Koyfin está contratando?
Sim. Em 6 de outubro de 2026, a Koyfin tem 2 vagas abertas no Metaintro. 2 foram publicadas nos últimos 30 dias.
Vagas abertas
Mais recentes primeiro. Salário exibido quando a vaga informa.
Padrão de contratação
Com que rapidez a Koyfin abre vagas e em qual modelo de trabalho.
Vagas novas por mêsVagas publicadas pela primeira vez no mês
Clientes
Todas as 8 empresas que a Koyfin cita como clientes.
Estudos de caso7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Outros clientes1
- TD Wealth's Naas Neatt Physician Wealth Management
O que os clientes dela dizem
Depoimentos de pessoas dos clientes da 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.”
Mostrar mais 6 depoimentosMostrar menos
“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.”
Habilidades procuradas
As mais frequentes nas vagas abertas.
Stack de tecnologia
- Bibliotecas
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Análise
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Segurança
- CookieYes
Dados da empresa
- Fundação
- 2016
- Setor
- investment
- Setor (NAICS)
- Informação
- Empresa semelhante
- PIMCO
- Site
- koyfin.com
- Carreiras
- koyfin.com/careers
Empresas semelhantes
Empresas do mesmo setor que Koyfin que estão contratando agora.
Perguntas sobre a Koyfin
- A Koyfin está contratando?
- Sim. Em 6 de outubro de 2026, a Koyfin tem 2 vagas abertas no Metaintro. 2 foram publicadas nos últimos 30 dias. A maioria está em Operations Management (1) e Sales (1).
- Quem são os clientes da Koyfin?
- A Koyfin cita 8 clientes, incluindo Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth e Enhancing Capital.