List of Koyfin Data Coverage Customers
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United States
Since 2010, our global team of researchers has been studying Koyfin Data Coverage customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Koyfin Data Coverage for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Koyfin Data Coverage for Investment Research and Market Intelligence include: TD Bank Group, a Canada based Banking and Financial Services organisation with 102190 employees and revenues of $38.77 billion, Mission Wealth, a United States based Professional Services organisation with 200 employees and revenues of $30.0 million, Enhancing Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Koyfin Data Coverage, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Koyfin Data Coverage customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Enhancing Capital | Banking and Financial Services | 10 | $3M | United States | Koyfin | Koyfin Data Coverage | Investment Research and Market Intelligence | 2024 | n/a |
In 2024, Enhancing Capital implemented Koyfin Data Coverage to streamline equity research workflows for its US-based investment team. Koyfin Data Coverage, positioned in the Investment Research and Market Intelligence category, was configured to centralize market data, charting, and visualization resources used in analyst reports.
The implementation emphasized enhanced charting and visualization capabilities, standardization of report templates, and time series analytics to support equity coverage. Koyfin Data Coverage was used to author charts, build interactive visualizations, and assemble consistent research outputs, aligning with standard Investment Research and Market Intelligence workflows for screening, chart-based analysis, and report export.
Operational scope focused on finance, specifically investment research across North America, with rollout priorities on analyst workflows and collaborative report authoring. Governance centered on standardizing templates and charting conventions for analyst deliverables, and the deployment resulted in faster, more consistent research outputs and better collaboration across the firm as reported.
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Mission Wealth | Professional Services | 200 | $30M | United States | Koyfin | Koyfin Data Coverage | Investment Research and Market Intelligence | 2024 | n/a |
In 2024 Mission Wealth implemented Koyfin Data Coverage, an Investment Research and Market Intelligence application, to create clear portfolio visuals for client presentations. The deployment targeted finance, specifically wealth management and client acquisition functions across North America, and was adopted by US advisory teams to support sales and client acquisition activities.
Koyfin Data Coverage provided portfolio visualization and security level detail capabilities that were embedded into advisor presentation workflows, enabling advisors to surface portfolio differences and security level analytics during client meetings. The implementation served as a sales enablement and client communications tool and directly supported Mission Wealth in closing a $10M client by making portfolio differences and security level details easy to present and explain.
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TD Bank Group | Banking and Financial Services | 102190 | $38.8B | Canada | Koyfin | Koyfin Data Coverage | Investment Research and Market Intelligence | 2024 | n/a |
In 2024 TD Bank Group’s TD Wealth Naas Neatt Physician Wealth Management team centralized model portfolio analysis on Koyfin Data Coverage, using the Investment Research and Market Intelligence application to improve model transparency for Canadian clients. The implementation concentrated on finance workflows related to model portfolio analysis in Canada, moving analysis and client presentation readiness into a single analytics environment. Koyfin Data Coverage was used as the primary surface for portfolio inspection and reporting, aligning model review and proposal preparation activities.
The work emphasized portfolio analytics and exposure analysis, delivering clearer risk visualization, position level exposure breakdowns, and presentation ready outputs for advisors. Configuration focused on data coverage for Canadian securities and model-level aggregation, with tooling to support repeated proposal generation and standardized exposure reporting. The implementation leveraged category aligned capabilities in Investment Research and Market Intelligence, including time series charting, sector and factor exposure views, and portfolio level attribution analysis to inform client discussions.
Governance and operational scope remained within TD Wealth’s finance function for Canadian physician wealth clients, shifting model transparency and review workflows into the Koyfin environment. The change produced clearer risk and exposure views, faster proposal turnaround, and improved client trust as reported by the team, while consolidating analysis and presentation steps into a single application.
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