The LSE Directory / Fundamental data
Koyfin is a web-based financial data and analytics platform used to research stocks, ETFs, mutual funds, and macro markets through customisable dashboards, charting, an equity screener, and watchlists. The product combines company fundamentals, analyst estimates, earnings transcripts, macroeconomic series, and news into a single browser-based interface, and covers stocks, ETFs, government yields, indices, currencies, commodities and cryptocurrencies alongside equities. It is delivered purely as a hosted web and mobile app; it does not offer programmatic or API-based data access. Koyfin positions itself explicitly as a cheaper, more modern alternative to institutional terminals such as Bloomberg, Refinitiv/Eikon, and FactSet, targeting individual investors, financial advisers, portfolio managers, and university finance programs rather than trading desks or brokerages. Its stated differentiator against those incumbents is UI and charting built for client-facing communication rather than raw desk functionality; it does not attempt to match Bloomberg's real-time trading infrastructure, fixed income depth, or proprietary news wire. Pricing is tiered from a free plan through Plus ($39/month), Premium ($79/month), and adviser-focused Advisor Core and Advisor Pro plans ($209 and $299/month) that add model portfolios, client reporting, and custodian integrations. The company was founded in 2016 by Rob Koyfman, a former Goldman Sachs and Citigroup strategist, after he grew frustrated with the cost and rigidity of institutional research tools; he was later joined by co-founder Rich, a Rutgers classmate who leads product and design. Koyfin bootstrapped for its first two years before raising over 6 million dollars across two seed rounds, with investors including Social Leverage, Craft Ventures, and Valor Equity Partners. The company is headquartered in New York with a distributed team, including developers based in Ukraine, and has reported user growth from roughly 100,000 in 2020 to more than 500,000 by 2023. More recent product expansion has extended the platform toward advisers specifically, adding model portfolios in 2023 and adviser-tier plans with custodian integrations and client reporting, alongside the core retail and analyst-facing screener and dashboard product.
