Fundraising Fox

Koyfin

New York, US · Founded 2016 · Delaware corporation · 3 known investors

koyfin.com

Koyfin provides a financial data and research platform with charts, dashboards, watchlists, model portfolios, alerts, and screeners covering global stocks, ETFs, mutual funds, and macro trends. It targets investment research teams, CIOs, and financial advisors who need to analyze markets and collaborate on research.

Data & InfrastructureFintechSaaS

Founders & leadership

Koyfin was founded in 2016 by Rob Koyfman.

RKRob Koyfman
Rob KoyfmanFounder
RM
Richard MeattoNamed on SEC filing

Investors · 3

Reported raises · per SEC filings

Form D private placements

$4.3M disclosed across 3 of 4 rounds · 2018–2021

$2MraisedJan 2021 · 23 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rob KoyfmanExecutive Officer, Director, Promoter
  • Richard MeattoDirector
Offering amount
$2M
Amount sold
$2M
Proceeds to insiders
$200K
First sale
Jan 2021
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$3MofferedAug 2019 · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rob KoyfmanExecutive Officer, Director, Promoter
  • Richard MeattoDirector
Offering amount
$3M
Proceeds to insiders
$240K
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1.7MraisedMar 2019 · 26 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Richard MeattoDirector
  • Rob KoyfmanExecutive Officer, Director, Promoter
Offering amount
$2M
Amount sold
$1.7M
Proceeds to insiders
$240K
First sale
Aug 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$675KraisedAug 2018 · 22 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rob KoyfmanExecutive Officer, Director, Promoter
  • Richard MeattoDirector
Offering amount
$1.5M
Amount sold
$675K
First sale
Aug 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 4

by search overlap

Companies competing with Koyfin for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Koyfin do?
Koyfin provides a financial data and research platform with charts, dashboards, watchlists, model portfolios, alerts, and screeners covering global stocks, ETFs, mutual funds, and macro trends. It targets investment research teams, CIOs, and financial advisors who need to analyze markets and collaborate on research.
Who founded Koyfin?
Koyfin was founded by Rob Koyfman in 2016.
Who are Koyfin's investors?
Koyfin's investors include TRAC (Third Round Analytics Capital), BoxOne Ventures, Social Leverage.
How much funding has Koyfin raised?
Koyfin has disclosed $4.3M raised across 3 of its 4 known rounds.
Where is Koyfin headquartered?
Koyfin is headquartered in New York, US.