Koyfin

Wealth Management TechInvestment Research PlatformMedium PriorityNot Contacted
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Overview

Market data and analytics platform for advisors and analysts with fund analysis and investment research

Core Product

Market data and analytics platform

Strategic Fit for DCC

Global data distribution layer for Bitcoin fund analysis and ETF performance tracking

Integration Potential

Research visibility for ETF

Leverage Type:Research channel leverage

Financial Profile

Estimated Revenue
$20,000,000
Valuation Range
$100M-$150M
Revenue Model
SaaS subscription
Profitability
Scaling toward profitability
Recurring Revenue Strength
High recurring research SaaS

Risk Assessment

Data vendor competition

Company Information

Headquarters
United States
Founded
2016
Employees
~120
Geographic Focus
Global
Primary Customers
Advisors and Analysts

Ownership & Funding

Ownership Type
VC-backed
Last Known Funding
Series B

Leadership

CEO
Rob Koyfman
LinkedIn Profile
Research Date
2026-02-24