WillItSurvive
Financial data and information services · United States

Koyfin

koyfin.com ↗

Koyfin sells a cheaper Bloomberg-style charting and data terminal for investors and advisors.

Losing its protection
Assessed 21 July 2026 · Evidence as of 21 July 2026
The structural protection is eroding.
On the recordSince 21 July 2026 · Checkable from April 30, 2026 · Every call on the record Checkpoint: Fidelity custodian integration expected to close, and Pro plan migration cutoff
The call

Koyfin still wins on advisor trust and integrations but has shipped no AI feature while rivals build AI-native alternatives and its funding stays frozen.

Koyfin helps financial advisors and individual investors find stocks and analyze markets using charts, screening tools, and dashboards. It has a real advantage with professional advisors because it integrates deeply with their banking systems and is built into their daily work, but that advantage is hard to prove. However, new AI-powered competitors like Pineify and Amsflow can do Koyfin's core job (finding stocks, making charts, showing data) in plain English with no special training, and they are already shipping these features while Koyfin has not. The company has very little funding, a small team, and has not raised money in five years. The one thing that could change everything is if Koyfin ships a real AI layer that lets people ask questions in plain words instead of clicking buttons, and if it can also bring in Fidelity as a major partner at the same time.

Why
01
AI pressure: Pineify and Amsflow (AI-native investing agents). These tools let users ask plain questions for the charts and screens Koyfin makes you build by hand, no AI feature shipped yet to counter. Could AI do the core job? Yes, likely.
02
Bigger players: None apparent. Bloomberg and FactSet don't chase Koyfin's price point, and Fidelity/Schwab need Koyfin's integrations more than they need to kill it. Could a giant copy it? No, they are blocked.
03
What protects it. Deep custodian integrations and advisor workflow lock-in that AI-native rivals and big terminals have not replicated.
What would change this call
Koyfin ships a plain-English AI orchestration layer over screening or charting within 12 months. Shows whether Koyfin can defend its retail tier against AI-native rivals.
Koyfin closes its stated Fidelity custodian integration in 2026. Shows whether its advisor-side lock-in continues to deepen or stalls.
Koyfin announces a new funding round after roughly five years without one. Shows whether capital constraints easing or continuing to limit its ability to build AI features.
Key numbers
  • ~56 employees, down 2% year over year (mid-2026)
  • No new funding round in about 5 years (2026)
  • Total disclosed funding only $3M to $6.7M (2026-07-31)
Named risks
  • No AI feature shipped as of mid-2026 while AI-native rivals actively target its core use case. Severity: high
  • No new capital raised in roughly 5 years, limiting ability to fund AI or growth response. Severity: high
  • Headcount flat to declining (down 2% YoY as of July 2026) constrains execution capacity. Severity: medium
  • Pro plan sunset (completed April 30, 2026) could trigger churn among migrated subscribers. Severity: low
  • Fidelity custodian integration still pending as of April 2026, delaying advisor-tier lock-in. Severity: medium
Rivals, as read in July 2026
RivalDirectionEvidence
PineifycontestingMay 2026 comparison markets AI Finance Agent against Koyfin's 'no AI' status
AmsflowcontestingAlternatives page frames lacking AI integration as Koyfin's key weakness, 2026
YChartsgaining onKoyfin ranked ahead of YCharts in 2025 Kitces AdvisorTech Study
FactSetgaining onKoyfin scored above FactSet in same Kitces 2025 study, per Jan 2026 blog
Questions people ask
Is Koyfin profitable in 2026?
Koyfin does not disclose profitability. Third-party estimates put annual revenue at under $5 million as of July 2026, per ZoomInfo, against a claimed base of 500,000+ investors and 50,000+ advisors, so unit economics at that user scale remain unclear from public data.
Has Koyfin raised any new funding recently?
No. Koyfin's last disclosed raise was its $3M seed round in September 2019 led by Craft Ventures. As of July 2026, Crustdata reports the company has gone roughly 5 years without a fresh funding round.
Could AI replace Koyfin?
Koyfin's core screening, charting and dashboard functions are directly replicable by conversational AI agents. As of May 2026, rivals Pineify and Amsflow explicitly market themselves against Koyfin's stated AI gap, and Koyfin has shipped no AI feature as of mid-2026.
Does Koyfin have an AI feature like ChatGPT integration?
No. As of March 2026, a 'Koyfin CoPilot' referencing possible Claude integration exists only as an unimplemented community feature request on Canny. A May 2026 third-party comparison explicitly states 'Koyfin doesn't use AI.'
Who owns Koyfin?
Koyfin is privately held and venture-backed, founded in 2016 by CEO Rob Koyfman. It is not publicly traded, per a July 2026 notice.co profile, and no public valuation has ever been disclosed.
Timeline
  • 2026-05-12Pineify comparison publicly states 'Koyfin doesn't use AI'
  • 2026-04-30Legacy Pro plan subscribers fully migrated to Premium tier
  • 2026-04-28Advisor Pro release notes list custodian integrations, Fidelity pending
  • 2026-04-20Koyfin claims 50,000+ advisors and 500,000+ investors worldwide
  • 2026-03-20'Koyfin CoPilot' AI feature request posted on Canny, unimplemented
  • 2026-01-22Koyfin ranks #1 on G2 in Financial Analytics and Portfolio Management
  • 2025-09-01Koyfin launches 'My Portfolio' personal holdings tracking feature
  • 2025-07-15Koyfin launches Model Portfolios for advisors
  • 2019-09-23Koyfin raises $3M seed round led by Craft Ventures
  • 2016Koyfin founded by Rob Koyfman
Revision history
21 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
LiveRampRepRiskForsta
More in Financial data and information services →
Sources