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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.

Şu an işe alım yapıyor

2açık pozisyon

Koyfin işe alıyor mu?

Evet. 6 Ekim 2026 itibarıyla Koyfin için Metaintro üzerinde 2 açık pozisyon bulunuyor. Son 30 günde 2 ilan yayımlandı.

Açık pozisyonlar

En yeniler önce. Ücret, ilanda belirtildiğinde gösterilir.

İşe alım eğilimi

Koyfin ne kadar hızlı yeni pozisyon açıyor ve bu pozisyonların çalışma düzeni nasıl.

Aylık yeni pozisyonlarO ay ilk kez yayınlanan pozisyonlar

1
0
0
2
TemmuzAğustosEylülEkim
Ekim: 2 yeni pozisyon.

Müşteriler

Koyfin şirketinin müşteri olarak andığı 8 şirketin tamamı.

Vaka çalışmaları7

  • Silver Strand Financial Planning
  • Mission Wealth
  • Off-Trail Financial
  • TD Wealth
  • Enhancing Capital
  • Alteris
  • Silver Strand

Diğer müşteriler1

  • TD Wealth's Naas Neatt Physician Wealth Management

Müşterileri ne diyor

Koyfin müşterilerinden kişilerin sözleri.

“Koyfin has materially improved our ability to communicate value, shorten the sales cycle, and win higher-quality clients.”

Tom Kennedy · Founding Partner

“Koyfin allows us to turn complex portfolio data into clear, visual insights that prospects immediately understand and act on.”

Tom Kennedy · Founding Partner

“Our process was fragmented, manual, and not optimized for delivering clear, compelling insights in a single presentation.”

Tom Kennedy · Founding Partner

“Portfolio reviews made my life easier and made my clients’ understanding better.”

Dace DeKruif · Founder & Stewardship Advicer · Silver Strand Financial Planning

“It is just simple to use, which makes it quick and easy and allows for high-quality output without a lot of work.”

Dace DeKruif · Founder & Stewardship Advicer · Silver Strand Financial Planning
6 alıntı daha göster

“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.”

Dace DeKruif · Founder & Stewardship Advicer · Silver Strand Financial Planning

“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.”

Bill Hayes · Partner & Sr. Wealth Advisor · Mission Wealth

“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.”

Brandon Hinneberg · Owner & Financial Planner · Off-Trail Financial

“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.”

Brandon Hinneberg · Owner & Financial Planner · Off-Trail Financial

“A more professional and thorough understanding of our models translating into better service for our clients.”

Andrew Neatt · Senior Investment Advisor & Senior Portfolio Manager · TD Wealth's Naas Neatt Physician Wealth Management

“Koyfin gives us a platform that is reliable, fast, easy to use, that brings us joy to use.”

Adam Parmer · President · Enhancing Capital

Aradıkları beceriler

Açık ilanlarda en sık geçenler.

Teknoloji yığını

Kütüphaneler
Swiper
jQuery
Font Awesome
GSAP
CMS
WordPress
Analitik
Google Analytics 4
Google Tag Manager
Mixpanel
Güvenlik
CookieYes

Şirket bilgileri

Kuruluş
2016
Sektör
investment
Sektör (NAICS)
Bilgi ve iletişim
Benzer şirket
PIMCO
Web sitesi
koyfin.com

Benzer şirketler

Koyfin ile aynı sektörde şu anda işe alım yapan şirketler.

Koyfin hakkında sorular

Koyfin işe alıyor mu?
Evet. 6 Ekim 2026 itibarıyla Koyfin için Metaintro üzerinde 2 açık pozisyon bulunuyor. Son 30 günde 2 ilan yayımlandı. En çok pozisyon şu ekiplerde: Operations Management (1) ve Sales (1).
Koyfin şirketinin müşterileri kimler?
Koyfin, 8 müşteri belirtiyor; bunlar arasında Silver Strand Financial Planning, Mission Wealth, Off-Trail Financial, TD Wealth ve Enhancing Capital bulunuyor.
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