Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals. Access institutional-quality data, powerful charting, and advanced analytics to support investment decisions and client conversations. Modern, easy to use, and designed to simplify your workflow. Start your 7-day free trial at www.koyfin.com.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
A modern investment platform for research, portfolio analysis, and client-ready proposals
Full company description
Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.
Access institutional-quality data, powerful charting, and advanced analytics to support investment decisions and client conversations.
Modern, easy to use, and designed to simplify your workflow.
Start your 7-day free trial at www.koyfin.com.
LinkedIn followers
9,540
People associated on LinkedIn
59
Reported office locations
New York, NY, US
Other recorded names
Koyfin
Profile identifies a recruitment agency
No
Industry
Financial Services
Size
11-50 employees
Headquarters
New York, NY
Organization type
Privately Held
Year founded
2016
Koyfin has 2 open jobs in Canada as of November 6, 2026.
5+ YOECandidates need 5 to 8+ years in revenue operations, sales operations or GTM analytics, admin-level HubSpot experience, and hands-on skill with enrichment and automation tools. They also need experience writing outbound sales copy and comfort building processes from scratch without a data team.
5+ YOECandidates need 5 to 8+ years in revenue operations, sales operations or GTM analytics, with deep admin-level HubSpot experience. They should be able to build funnels, lead-scoring and forecasts without a data team, and have written or overseen outbound sales copy. Fintech or advisor-facing SaaS experience is an asset.