Koyfin
New York, US · Founded 2016 · Delaware corporation · 58 employees on LinkedIn · 3 known investors
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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.
Also known as Koyfin Inc.
Founders & leadership
Koyfin was founded in 2016 by Rob Koyfman.
Investors · 3
Reported raises · per SEC filings
Form D private placements$4.3M disclosed across 3 of 5 rounds · 2018–2021
▶$2MraisedJan 2021 · 23 investors · Other TechnologyRule 506(b)
- 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
▶$3MofferedAug 2019 · Other TechnologyRule 506(b)
- Rob KoyfmanExecutive Officer, Director, Promoter
- Richard MeattoDirector
- Offering amount
- $3M
- Proceeds to insiders
- $240K
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$1.7MraisedMar 2019 · 26 investors · Other TechnologyRule 506(b)
- 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
▶$675KraisedAug 2018 · 22 investors · Other TechnologyRule 506(b)
- 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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Koyfin operates a web and mobile financial analytics platform that combines market research, advanced charting, portfolio management, and client proposals and reports in a single product. Coverage spans global equities, ETFs, mutual funds, more than 11,000 US separately managed accounts (SMAs), fixed income, government yields from 40 countries, FX, commodities, cryptocurrencies, macroeconomic data, news, filings and earnings-call transcripts. Market data is supplied by S&P Capital IQ, SMA data by Morningstar and news by MT Newswires.
Core features include customizable dashboards and watchlists, advanced graphing of price, fundamental, valuation and macro series, financial analysis templates and custom formulas, company snapshots with analyst estimates, and screeners for equities, funds, ETFs and SMAs (the equity screener is described as scanning over 100,000 global securities with 5,900+ filter criteria, while a separate company page cites over 500 filters). For advisory workflows, the platform supports model portfolio construction and monitoring, client portfolios organized into households, exposure, risk, overlap and stress-scenario analysis, automatic portfolio creation from uploaded PDF brokerage statements, and branded client proposals and reports comparing up to five securities, funds or portfolios. Custom Data Series allow users to upload proprietary or external data such as private funds, real estate and alternatives. Alerts cover price, valuation, technical indicators, news, press releases, transcripts and filings, delivered on desktop, email and mobile. Custodian and portfolio-system integrations include Schwab, Fidelity, Altruist, TradePMR, Interactive Brokers, Orion, Black Diamond and Addepar. The company states it is SOC 2 Type 2 compliant, encrypts data in transit and at rest, and offers two-factor authentication on all accounts.
Founding story
Rob Koyfman founded Koyfin in 2016 after a Wall Street career that began at Goldman Sachs Investment Research in 2002 and included proprietary trading in London, head of Macro and Thematic Trading Strategy at Citigroup, and strategist roles at Caxton Associates, Lyxor Asset Management and Tekne Capital. The company says its founders concluded, after years using what they describe as outdated and overpriced data platforms, that investors without Bloomberg access lacked adequate analytical tools. Also in 2016, Rich, a Rutgers alumnus of Rob's, joined as co-founder and Head of Product and Design.
Business model
Koyfin sells self-service SaaS subscriptions on monthly or annual terms (annual billing discounted up to 30%), using a freemium structure in which a free tier provides core market data and limited watchlists, dashboards and news, and paid tiers unlock deeper data and workflow tools. Custom team plans with flexible pricing, custom onboarding and admin purchasing are sold through a sales contact process, and a discount is offered to advisory firms with less than $100 million in AUM. Payments are processed by Stripe, plans auto-renew, and the company advertises a 30-day full-refund satisfaction guarantee.
Recurring subscription fees across five published plans: Free at $0/month, Plus at $39/month, Premium at $79/month, Advisor Core at $209/month and Advisor Pro at $299/month, plus negotiated pricing for teams and businesses.
Traction
Koyfin reports more than 50,000 financial advisors and wealth managers and over 500,000 investors worldwide using the platform. Company milestones list 100,000 users in 2020, 200,000 in 2021 and 500,000 in 2023. Product cadence is documented through numbered release notes reaching v3.97, with a v3.82 release on insider ownership and transactions published in April 2026.
Latest developments
Recent releases documented by the company include short positions in personal and client portfolios, integration-matched account structures, insider ownership data in the screener and watchlist, editable custom holdings in client portfolios, contribution analysis and risk statistics in model portfolios, bulk report exporting, report sharing and a dedicated Reports section, customizable left navigation, iOS home screen widgets, and My Graphs. The v3.82 release adding insider ownership and insider transaction data sourced from S&P Capital IQ, available on Plus plans and above, was published in April 2026.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Koyfin positions itself as a lower-cost alternative to institutional terminals, contrasting its $299/month top plan with $5,000-$30,000 per seat per year for Bloomberg Terminal and FactSet while citing S&P Capital IQ-sourced data. In the 2025 Kitces AdvisorTech Study it reported a 9 out of 10 satisfaction and value score, the highest in the Investment Research & Analytics category and ahead of YCharts, Kwanti, FactSet, Morningstar and Bloomberg Terminal. The company also cites a 4.8 out of 5 G2 rating and inclusion among G2's Top 20 Best Financial Services Software Products in 2026.
The company frames its differentiation around three claims: an interface it describes as fast, stable and visually polished enough for live client meetings; consolidation of research, portfolio management and client proposals in one platform rather than separate tools per workflow stage; and institutional-grade data at subscription prices far below traditional terminal seat costs. Deep customization of dashboards, watchlists, formulas, report pages and interface themes is a recurring product theme, as is the retention of a functional free tier.
Technology
A browser-based platform with iOS and Android apps, built around customizable dashboards, drag-and-drop ticker workflows, theming, and charting with transformations and regression analysis. Data is licensed from third-party providers (S&P Capital IQ for market, fundamental and insider data, Morningstar for SMAs, MT Newswires for news) and exposed through screeners, watchlists, snapshots, custom formulas and user-uploaded custom data series. The engineering stack referenced by the company includes distributed systems, Go, Ruby, Docker, Kubernetes and AWS. Security controls include SOC 2 Type 2 compliance, encryption in transit and at rest, and two-factor authentication.
Go-to-market
Product-led distribution through a free sign-up tier on koyfin.com that upgrades into paid individual and advisor plans, supported by segmented website funnels for financial advisors, investment research teams and CIOs, and individual investors. Higher-touch sales handle team and enterprise plans and custom onboarding. The company also runs a referral program, publishes customer stories, release notes and a blog, and maintains a structured page aimed at AI and LLM research tools.
Registered investment advisors, financial advisors and wealth management firms are described as the primary audience, alongside equity analysts, portfolio managers, CIOs and research teams at asset management firms, and self-directed individual investors and students.
Geography
Headquartered in New York with a distributed workforce; the company lists offices or team locations in New York and Miami (USA), Kyiv, Lviv, Dnipro and Kharkiv (Ukraine), and Buenos Aires (Argentina). By 2022 the company described a 30-person team spanning the US, Argentina, Ukraine and the UK. Data coverage and users are global.
History
Founded in 2016 with a co-founder joining the same year, Koyfin bootstrapped for roughly two years and launched its first product in 2018 to slow initial uptake. In 2019 it raised a seed round with Social Leverage and Craft Ventures participating. The user base reached 100,000 in 2020 and 200,000 in 2021, the year paid plans were introduced alongside a continuing free tier. In 2022 Koyfin launched a mobile app and described a 30-person distributed team; in 2023 it launched model portfolios and reached 500,000 users. Subsequent releases extended the platform into advisor workflows, including Advisor Core and Advisor Pro tiers, client portfolios and households, custodian integrations, PDF brokerage statement upload, SMA coverage and screening, reports and proposals, custom data series, two-factor authentication, and insider ownership and transaction data.
Compiled by commissioned research from 7 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 4
by search overlap
Companies competing with Koyfin for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 9
launches, deals, and filingsRelease adding insider ownership and up to two years of insider transaction data for public companies globally, sourced from S&P Capital IQ, available on Plus plans and above.
Company states it is SOC 2 Type 2 compliant, encrypts customer data in transit and at rest, and offers two-factor authentication on all accounts.
Koyfin integrates with Schwab, Fidelity, Altruist, TradePMR, Interactive Brokers, Orion, Black Diamond and Addepar for automatic client account syncing.
Koyfin reported scoring 9 out of 10 for satisfaction and value, the highest in its category, ahead of YCharts, Kwanti, FactSet, Morningstar and Bloomberg Terminal.
Model portfolio feature launched to let financial advisor users monitor strategy performance and risk composition.
Mobile app released so users could follow markets on the go; the platform is available on iOS and Android.
Koyfin introduced paid plans with more advanced tools while retaining a free tier.
Koyfin launched its first product after roughly two years of bootstrapping.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structureIn the news
▸Research sources · 7
primary sources listed
- Koyfinkoyfin.com · web
7 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Koyfin do?
- Koyfin is a financial analytics, portfolio management and client reporting platform for advisors, research teams and individual investors.
- 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 5 known rounds.
- Where is Koyfin headquartered?
- Koyfin is headquartered in New York, US.