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Wealth Utilities

Koyfin

Koyfin: Investment data and analytics, simplified.

"Koyfin is a powerful investment analytics platform providing comprehensive market data, charting tools, and news feeds. It enables investment professionals to perform in-depth research, analyze securities, and monitor portfolio performance. RIAs use Koyfin to enhance their investment decision-making process and deliver superior client outcomes."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #451 in Wealth Utilities
Validated Adoption
2 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Comprehensive financial data coverage
Advanced charting and visualization
Portfolio tracking and analysis
News and research aggregation
Customizable dashboards

Primary Use Cases

Investment research
Client presentations
Portfolio analysis
Market monitoring

Agentic Intelligence Briefing

"Koyfin empowers investment professionals with accessible and comprehensive financial data and analytics to improve investment decision-making."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive financial data
Powerful charting and analytics
Screening tools
Easy-to-use interface

Adoption Hazards

Can be expensive for solo advisors
Lacks integrated portfolio management

Stack Compatibility Profile

How Koyfin integrates into institutional RIA stacks.

2 Firms Analyzed
Elements Financial Planning
100%
Stack Correlation
Zoom
100%
Stack Correlation
NDEX
100%
Stack Correlation
Bill.com
100%
Stack Correlation
Bill
100%
Stack Correlation
Nitrogen Wealth
100%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs, financial analysts, and portfolio managers
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Bloomberg Terminal
2FactSet
3YCharts
4Morningstar Direct

Value Proposition

"Koyfin empowers RIAs with institutional-quality data and analytics, leveling the playing field for smarter investment decisions and enhanced client communication."

Audit Your RIA Stack

See how Koyfin fits into your overall tech efficiency score.

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