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.
Se angajează la Koyfin?
Da. La data de 6 octombrie 2026, Koyfin are 2 posturi deschise pe Metaintro. În ultimele 30 de zile au fost publicate 2 posturi.
Posturi deschise
Cele mai noi primele. Salariul apare când anunțul îl menționează.
Ritmul angajărilor
Cât de repede adaugă Koyfin posturi și în ce mod de lucru.
Posturi noi în fiecare lunăPosturi publicate prima dată în luna respectivă
Clienți
Toate cele 8 companii pe care Koyfin le numește clienți.
Studii de caz7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
Alți clienți1
- TD Wealth's Naas Neatt Physician Wealth Management
Ce spun clienții lor
Citate de la oameni din companiile client ale 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.”
Afișează încă 6 citateAfișează mai puține
“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.”
Abilități cerute
Cele mai frecvente în anunțurile deschise.
Stack tehnologic
- Biblioteci
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- Analiză
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Securitate
- CookieYes
Date despre companie
- Fondată
- 2016
- Industrie
- investment
- Domeniu de activitate (NAICS)
- Informații și comunicații
- Companie similară
- PIMCO
- Site web
- koyfin.com
- Cariere
- koyfin.com/careers
Companii similare
Companii din același domeniu ca Koyfin care angajează acum.
Întrebări despre Koyfin
- Se angajează la Koyfin?
- Da. La data de 6 octombrie 2026, Koyfin are 2 posturi deschise pe Metaintro. În ultimele 30 de zile au fost publicate 2 posturi. Cele mai multe sunt în echipele: Operations Management (1) și Sales (1).
- Cine sunt clienții companiei Koyfin?
- Koyfin numește 8 clienți, printre care Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth și Enhancing Capital.