Koyfin
Investment Management
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.
Is Koyfin hiring?
Yes. As of November 3, 2026, Koyfin has 4 open roles on Metaintro. 2 were posted in the last 30 days.
Open roles
Newest first. Pay shown when the posting lists it.
- GTM EngineerOperations ManagementNew York, New York, United States +1 · Remote · $115K – $135K/yrNew York, New York, United States +1Remote$115K – $135K/yr14d ago
- GTM EngineerSalesArgentina · RemoteArgentinaRemote—14d ago
- Sales Development RepresentativeSalesNew York, New York, United States · Hybrid · $75K – $115K/yrNew York, New York, United StatesHybrid$75K – $115K/yrSep 29, 2026
- Revenue Operations LeadOperations ManagementNew York, New York, United States +1 · Remote · $115K – $160K/yrNew York, New York, United States +1Remote$115K – $160K/yrSep 29, 2026
Hiring pattern
How fast Koyfin is adding roles, and how they're set up.
New roles each monthRoles first posted in the month
Customers
All 8 companies Koyfin names as customers.
Case studies7
- Alteris
- Silver Strand
- Mission Wealth
- Enhancing Capital
- Silver Strand Financial Planning
- Off-Trail Financial
- TD Wealth
Other customers1
- TD Wealth's Naas Neatt Physician Wealth Management
What their customers say
Quotes from people at Koyfin's customers.
“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.”
“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.”
Show 6 more quotesShow fewer
“It is just simple to use, which makes it quick and easy and allows for high-quality output without a lot of work.”
“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.”
“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.”
Skills they ask for
Most frequent across open postings.
Most requested skills
- HubSpot
- Forecasting
Tech stack
- CMS
- WordPress
- Analytics
- Google Analytics 4
- Google Tag Manager
- Mixpanel
- Libraries
- jQuery
- Font Awesome
- GSAP
- Swiper
- Security
- CookieYes
Company facts
- Founded
- 2016
- Industry
- Investment Management
- Sector (NAICS)
- Information
- Peer
- Thales
- Website
- koyfin.com
- Careers
- koyfin.com/careers
Roles by location
Where Koyfin is hiring. Pick a city to see its roles.
Similar companies
Companies in the same industry as Koyfin that are hiring now.
Questions about Koyfin
- Is Koyfin hiring?
- Yes. As of November 3, 2026, Koyfin has 4 open roles on Metaintro. 2 were posted in the last 30 days. The most are in Operations Management (2) and Sales (2).
- Where is Koyfin hiring?
- Koyfin is hiring in New York, Canada, and Argentina, with the most open roles in New York.
- Who are Koyfin's customers?
- Koyfin names 8 customers, including Alteris, Silver Strand, Mission Wealth, Enhancing Capital, and Silver Strand Financial Planning.
- What skills does Koyfin look for?
- Its open roles most often ask for HubSpot and Forecasting.