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.
Koyfin在招聘吗？
是的。截至2026年10月6日，Koyfin在 Metaintro 上有2 个在招职位。 其中2 个发布于最近 30 天内。
在招职位
按最新排序。招聘信息注明薪酬时会显示。
招聘模式
Koyfin 新增职位的速度，以及职位的办公方式。
每月新增职位当月首次发布的职位
客户
Koyfin 列出的全部 8 家客户。
客户案例7
- Silver Strand Financial Planning
- Mission Wealth
- Off-Trail Financial
- TD Wealth
- Enhancing Capital
- Alteris
- Silver Strand
其他客户1
- TD Wealth's Naas Neatt Physician Wealth Management
客户怎么说
来自 Koyfin 客户的评价。
“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.”
再显示 6 条评价收起
“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.”
所需技能
在招职位中出现最多的技能。
技术栈
- 库
- Swiper
- jQuery
- Font Awesome
- GSAP
- CMS
- WordPress
- 分析
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- 安全
- CookieYes
公司信息
- 成立时间
- 2016
- 行业
- investment
- 行业（NAICS）
- 信息业
- 同类公司
- PIMCO
相似公司
与 Koyfin 同一行业、目前正在招聘的公司。
关于 Koyfin 的问题
- Koyfin在招聘吗？
- 是的。截至2026年10月6日，Koyfin在 Metaintro 上有2 个在招职位。 其中2 个发布于最近 30 天内。 职位最多的团队是 Operations Management（1）和Sales（1）。
- Koyfin 的客户有哪些？
- Koyfin 列出了 8 家客户，包括 Silver Strand Financial Planning、Mission Wealth、Off-Trail Financial、TD Wealth和Enhancing Capital。