Happy Paths

Koyfin with Rob Koyfman

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Building a product for a broad target market is hard. Even harder if your competitors are entrenched corporations. Even harder than that? Having a few dozen employees while competitors employ thousands.

This week’s guest, Koyfin’s Rob Koyfman, does it anyway—and succeeds at it.

Listen to find out how Koyfin — a trading analysis platform adopted by professional traders and individuals — builds an intuitive, yet feature-rich product to make comprehensive financial data easily digestible.

We cover:

  • The beginnings of Koyfin: How Rob's perspective on user-friendly interfaces and professional-grade investment tools sparked Koyfin.
  • The product’s superpower: How Koyfin built a functional and intuitive charting system from scratch and turned it into the most popular feature (even with white label solutions available).
  • Breaking the mold: Most startup founders hyper-focus on one tiny market. Find out why Rob believes in making advanced financial tools accessible to professional and individual investors.
  • Balancing features and user experience: It’s the curse of every complex product: Adding features makes products theoretically more useful, but often practically harder to use. Rob shares how to add new features without compromising usability.
  • Customizability: One-size-fits-all works for simple products targeted at small user groups. But more complex products can adapt to the user. Rob shares how Koyfin enables users to customize their experience to best serve their needs.
  • Funding: Why Koyfin started out bootstrapped, but took on funding later.

    • Listen today to discover Rob Koyfman’s wisdom—and follow along for more insights straight from the industry's pioneers on Happy Paths.

    Bio

    Rob Koyfman is the founder and CEO of Koyfin, which provides simple and efficient tools for financial advisors to research stocks, ETFs, and mutual funds and follow market trends.

    His career began at Goldman Sachs Investment Research in 2002. He later became the Head of Macro and Thematic Trading Strategy at Citigroup and served as a Strategist at Caxton Associates, Lyxor Asset Management, and Tekne Capital.

    Koyfin was founded in 2016, born from Rob's dissatisfaction with the complicated and expensive analytical tools that many investors found challenging to use. When not engaged in his work, Rob enjoys running and spending quality time with his young son.

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