Overview
News
Salaries
Products
People
Growth
Offices
Financials

Overview

Koyfin offers financial charting, screening and research tools for investors. Its interface covers equities, macro data, fund holdings and earnings estimates. The product positions itself as an affordable alternative to institutional terminals.

News

Blog 5 months ago
Best FactSet Alternatives for Small Research Teams (2026)
Last Update:May 14, 2026 The post Best FactSet Alternatives for Small Research Teams (2026) appeared first on Koyfin.
Read more
Report
Blog 5 months ago
Best YCharts Alternatives for RIAs (2026)
Last Update:May 15, 2026 The post Best YCharts Alternatives for RIAs (2026) appeared first on Koyfin.
Read more
Report
Blog 10 months ago
Best Platform for Investment Research, Portfolio Analytics & Client Proposals (2026)
Last Update:March 2, 2026 The post Best Platform for Investment Research, Portfolio Analytics & Client Proposals (2026) appeared first on Koyfin.
Read more
Report
Blog 12 months ago
How to create proposals using custodian & PMS data
Last Update:February 4, 2026 The post How to create proposals using custodian & PMS data appeared first on Koyfin.
Read more
Report
Blog 12 months ago
How to build proposals from PDF statements
Last Update:January 22, 2026 The post How to build proposals from PDF statements appeared first on Koyfin.
Read more
Report
Blog 1 year ago
How to build client proposals in minutes
Last Update:August 21, 2026 The post How to build client proposals in minutes appeared first on Koyfin.
Read more
Report
Blog 1 year ago
How to Screen for Dividend Growth Stocks in 2026
Last Update:January 22, 2026 The post How to Screen for Dividend Growth Stocks in 2026 appeared first on Koyfin.
Read more
Report
Blog 1 year ago
4 Best Platforms for Portfolio Management, Client Reports & Proposals (2026)
Last Update:January 22, 2026 The post 4 Best Platforms for Portfolio Management, Client Reports & Proposals (2026) appeared first on Koyfin.
Read more
Report
Blog 2 years ago
6 Best Model Portfolio Tools for Financial Advisors (2026)
Last Update:July 27, 2026 The post 6 Best Model Portfolio Tools for Financial Advisors (2026) appeared first on Koyfin.
Read more
Report
Show more news

Salary insights

Compensation ranges based on this company's open jobs
Median
$135k
Typical range
$115k – $160k
Open positions
3
3 Jobs
Junior 33.3%
Senior 33.3%
Staff 33.3%
Level Jobs Median Typical range
Junior 1 $115k $115k
Senior 1 $135k $135k
Staff 1 $160k $160k
Highest paying role Revenue Operations Lead $160k
Normalized to USD per year

People

Rob Koyfman
Executive Officer, Director
Richard Meatto
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Growth

Hiring Momentum
67/100
Growing
Open positions
4
2 opened / 1 closed in 30 days
Median time-to-fill
103 days
faster than 12% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Sales
100% ▲
Actively hiring for Sales (+4 in 30 days)

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
1
Countries
1
Busiest office
New York
New York United States
HQ
1 open roles 1 posted in 90 days 10-50 est. staff $115k Avg Salary
hires for Sales
seen since Sep 2026 job postings

Financials

Total raised
$7.3M
Latest round
Convertible Note
Funding rounds
4
Funding rounds
Round Announced Amount
Convertible Note 2021 $2M Details
Venture - Series Unknown 2019 $3M Details
Debt Financing 2018 $1.7M Details
Debt Financing 2018 $675k Details