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Episode Info:

In this 126th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rob Koyfman, Founder and CEO at Koyfin. Koyfin is an online financial data terminal that aggregates data from various data sources like indexes and funds into an easy-to-use interface. 


Episode Highlights: 

● 00:50 – Rob Koyfman explains Koyfin. 

● 01:20 – Where did the idea for Koyfin come from and how did it come to be? 

● 04:57 – What is the current price to try out the Koyfin platform? 

● 06:36 – What will the future premium plans look like? 

● 09:44 – What are the innovations and design elements that went into Koyfin? 

● 10:27 – How did they go about finding the right blend of data? 

● 16:41 – There are several inspiring products that have added influence to Koyfin. 

● 21:36 – What were the surprises that occurred along the way while building Koyfin? 

● 24:08 – How does the user experience unfold and what has the feedback been? 

● 26:31 – What are the most requested featured that they are working on and looking to launch shortly? 

● 28:47 – What would Rob Koyfman change in his business or industry? 

● 29:55 – What have been the biggest challenges Rob has faced? 

● 30:47 – What keeps him excited each day about his work? 


3 Key Points 

1. The third sections of Koyfin’s value proposition are professional grade data, analytics and tools to turn data into information, and an accessible and intuitive user interface. 

2. In the future Koyfin plans to still offer a free version as well as premium versions with more advanced data and functionality. 

3. FInancial advisors have been typically using Koyfin for picking stocks, mutual funds, ETFs, creating watchlists, 


Tweetable Quotes: 

● “Koyfin is a financial data and analytics platform and it allows investors to research stocks, ETS, mutual funds, and understand broader macro trends in the marketplace.” – Rob Koyfman 

● “Koyfin is currently free. We don't have any advertising on our system.” – Rob Koyfman 

● “At the end of the day, consumers and professionals analyze thoughts or analyze the market in very similar ways.” – Rob Koyfman 


Resources Mentioned: 

● Facebook – Jason Pereira’s Facebook 

● LinkedIn – Jason Pereira’s LinkedIn 

● FintechImpact.co – Website for Fintech Impact 

● JasonPereira.ca – Sign up for Jason Pereira’s newsletter 

● Linkedin – Rob Koyfman’s Linkedin 

● koyfin.com – Website


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