Koyfin
Koyfin is a Miami-based financial data and analytics platform serving 5,000+ financial advisors and self-directed investors with screeners, dashboards, and AI-assisted research tools covering 100K+ global securities, monetized through a freemium SaaS model with tiers up to $299/month.
- Company typePrivate
- Founded2016
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Koyfin does
Koyfin is a Miami-headquartered financial data and analytics platform that provides individual investors, financial advisors, and institutional users with access to more than 100,000 global securities, 5,900+ filter criteria, sovereign yields across 40 countries, and 20,000+ Canadian mutual funds. The product combines screeners, charting, customizable dashboards and widgets, watchlists, and - as of 2026 - AI-driven Transcript Summaries, alongside an integrated chat assistant that supports ChatGPT, Claude, and Gemini. Underlying delivery is web plus mobile, with distributed offices in New York, Toronto, Buenos Aires, and Kyiv supporting sales reach and engineering capacity.
The business model is freemium SaaS with five publicly listed tiers: Free, Plus ($39/month), Premium ($79/month), Advisor Core ($209/month), and Advisor Pro ($299/month). Acquisition is product-led via the free tier and reinforced by third-party endorsements (Kitces, G2, Gitnux), with direct B2B sales motion aimed at the 5,000+ financial advisor user base and upward conversion into the Advisor Core and Advisor Pro SKUs. The company is venture-backed, having raised approximately $3M in seed financing in 2019 from Craft Ventures, Social Leverage, Atreides, and Valor Equity Partners, with a subsequent undisclosed round from TRAC in 2021, and operates with roughly 30 full-time employees.
Koyfin firmographics
Firmographics- Name
- Koyfin
- Legal name
- Koyfin Inc.
- Website
- https://koyfin.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Koyfin is a Miami-based financial data and analytics platform serving 5,000+ financial advisors and self-directed investors with screeners, dashboards, and AI-assisted research tools covering 100K+ global securities, monetized through a freemium SaaS model with tiers up to $299/month.
- Ownership category
- akta.pro rank
Koyfin industry classification
Industry- Product category
- Financial Data Analytics Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Personal Financial Management & Budgeting (PFM) (FSAGAAAH)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where Koyfin is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Koyfin business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Tiered subscription model with Free, Plus, Premium, Advisor Core, and Advisor Pro plans. Revenue generated through monthly/annual subscription fees with different feature access levels at each tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free plan with core functionality |
| Subscription | Monthly | Core data and functionality |
| Subscription | Monthly | Advanced analytics and insights |
| Subscription | Monthly | Financial advisors - core tools |
| Subscription | Monthly | Financial advisors - premium tools |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Koyfin product offering
Product offeringCore offering
Koyfin is a financial data and analytics platform that provides real-time market data, customizable dashboards, advanced charting, and equity screening across 100,000+ global securities. The platform serves financial advisors with client reporting and portfolio management tools, and individual investors with professional-grade research capabilities spanning stocks, ETFs, mutual funds, fixed income, currencies, commodities, and cryptocurrencies.
Product overview
Koyfin is a unified financial data and analytics platform offering market research tools, portfolio analytics, and client-ready reporting for financial advisors and investors. The platform architecture consists of the core Koyfin Platform paired with specialized data modules (Stocks, ETFs, Mutual Funds, Fixed Income, Indices, Currencies, Commodities, Global Economics, Transcripts, News, Short Interest, Crypto, Closed-end Funds, and Options) and feature modules (My Dashboards, Advanced Graphing, Financial Analysis, Equity Screener, Macro Dashboards, and Snapshots). Pricing tiers include Free ($0), Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo). The platform also offers native mobile applications for iOS and Android.
Differentiator
Problem solved
Functional benefit
Products and services
- Koyfin Platform A comprehensive financial data and analytics platform providing market research tools, portfolio analytics, and client reporting for financial advisors and investors. Features customizable dashboards, advanced graphing, real-time market data across multiple asset classes, and access to over 100,000 global securities with 5,900+ equity screener filters.
- Koyfin Mobile App Native iOS and Android mobile application built with React Native that provides essential stock market data, dashboards, and analytics access on-the-go for individual investors and financial advisors.
- Transcript Summaries AI-generated summaries of earnings call transcripts that highlight key performance indicators, management guidance, risk factors, and important Q&A discussion points for investors and analysts.
Quantifiable outcome
- Screener covers over 100,000 global securities with 5,900+ filter criteria
- +3 more outcomes
Companies that use Koyfin
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles4 records
Koyfin technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
Koyfin partnerships and signals
Strategic signalScale indicators8 records
Recent moves8 records
Expansion highlights5 records
Koyfin competitors and assessment
Company assessmentDirect peers
- Atom Finance: Atom Finance is a financial research and portfolio analytics platform for individual investors and professionals. It is frequently mentioned alongside Koyfin in comparisons (Koyfin maintains comparison pages against Atom) and targets the same modern, mobile-friendly Bloomberg-alternative positioning.
- TradingView: TradingView is a web-based charting and social trading platform used by retail traders and investors globally. It directly overlaps Koyfin on advanced charting, multi-asset screening, and self-directed investor workflows, with a similar freemium model and comparable price points at the lower tiers.
- Seeking Alpha: Seeking Alpha is a crowd-sourced equity research and investing platform used heavily by self-directed retail investors. It competes with Koyfin for the same individual investor segment via stock analysis, screeners, and market commentary, though with a content-first versus data-first approach.
- AlphaSense: AlphaSense (which acquired Sentieo) is an AI-driven market intelligence and research platform for corporate and financial services users. It competes directly with Koyfin on AI-powered transcript summaries, research workflows, and enterprise advisor/investor use cases.
Emerging players
- StockCharts.com: StockCharts.com is a subscription-based charting and technical analysis platform for retail and advisor users. It overlaps with Koyfin on advanced graphing, charting, and technical analysis workflows at similar price points, targeting independent investors and advisors.
- Tiingo: Tiingo is an end-of-day and intraday market data platform aimed at individual investors and developers. It is comparable to Koyfin as a lower-cost investment research and data alternative, with overlap in equities data and screening but a more developer/API-leaning orientation.
Broad incumbents
- Bloomberg: Bloomberg Terminal is the dominant institutional financial data, analytics, and news platform that Koyfin explicitly positions against. Koyfin markets itself as a modern, more affordable alternative to the Bloomberg Terminal, addressing the same core use cases (market data, charting, news, screening, portfolio analytics) for advisors and investors priced out of Bloomberg.
- FactSet: FactSet is a leading provider of financial data, analytics, and workflow solutions to investment professionals. It competes with Koyfin in serving financial advisors, portfolio managers, and research teams with portfolio analytics, screening, and data coverage — though typically at enterprise price points well above Koyfin's advisor tiers.
- Morningstar: Morningstar is a leading provider of independent investment research, fund data (and is Koyfin's data partner for Canadian mutual funds). It serves similar advisor and investor use cases around fund analysis, portfolio analytics, and research, and represents both a partner and competitive overlap for Koyfin.
- Yahoo Finance: Yahoo Finance is the largest free consumer financial news and data platform. Koyfin explicitly competes against Yahoo Finance at the free/entry tier for self-directed investors, offering deeper analytics, customization, and screening in exchange for a paid subscription.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Koyfin social profiles
Digital presenceKoyfin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Koyfin leadership team
Management profileNumber of profiles
Profiles2 records
Koyfin funding detail
Funding detailFunding overview
Funding rounds4 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Koyfin M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Koyfin
What does Koyfin do?
Koyfin is a financial data and analytics platform that provides real-time market data, customizable dashboards, advanced charting, and equity screening across 100,000+ global securities. The platform serves financial advisors with client reporting and portfolio management tools, and individual investors with professional-grade research capabilities spanning stocks, ETFs, mutual funds, fixed income, currencies, commodities, and cryptocurrencies.
Is Koyfin a public or private company?
Koyfin is a private company. It is classified as venture growth investor backed and is currently operating.
When was Koyfin founded?
Koyfin was founded in 2016. It employs 11 to 50 people.
Where is Koyfin based?
Koyfin is headquartered in New York, United States, in the North America region.
How does Koyfin make money?
One revenue line is on record: subscription Plans.
Who are Koyfin's main competitors?
Direct peers on record are Atom Finance, TradingView, Seeking Alpha and AlphaSense. Emerging players are StockCharts.com and Tiingo. Broad incumbents are Bloomberg, FactSet, Morningstar and Yahoo Finance.
Does Koyfin have an API?
No public API is recorded for Koyfin.
What industry is Koyfin in?
Koyfin's product category is Financial Data Analytics Platform. Its primary akta.pro industry code is FSAGAAAH, Personal Financial Management & Budgeting (PFM), with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.