Koyfin
New York, US · Founded 2016 · Delaware corporation · 3 known investors
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.
RK
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 TechnologyRule 506(b)
▶$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
▶$3MofferedAug 2019 · Other TechnologyRule 506(b)
▶$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
▶$1.7MraisedMar 2019 · 26 investors · Other TechnologyRule 506(b)
▶$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
▶$675KraisedAug 2018 · 22 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
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Simply Wall St7299 shared keywordsSimply Wall St is a stock analysis platform that provides portfolio insights, stock discovery tools, and market alerts for individual investors. The service offers institutional-grade financial data visualization and analysis across 120,000 global stocks.
TradingView6030 shared keywordsTradingView is a charting platform and social network used by over 100 million traders and investors worldwide to analyze and trade across global financial markets. The platform provides tools for technical analysis, market data, and community collaboration for retail and institutional traders.
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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.


