Customer Support & Operations Specialist

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world‑class research tools without the complexity or price tag of legacy platforms.

Our impact so far:

• One of the fastest‑growing platforms for financial advisors, driven by product‑led growth
• Recognized by users as a top‑rated investment solution on G2
• Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

About the Role

Koyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our relationships with financial advisors and wealth management professionals — and delivering a support experience that matches the quality of our product.

As a Client...