KOIN Capital Inc
SEC RegisteredSmarter Investing, Powered by AI
About the firm
KOIN AI is an AI-powered investment platform that analyzes market data, identifies trends, and provides personalized investment insights to help users make informed decisions. The platform processes millions of data points daily to deliver actionable insights, and is trusted by thousands of investors worldwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
AI-powered stock analysis, real-time market insights and recommendations, 12-month outlooks with bull/bear scenarios, action guidance with levels to watch, and portfolio health checks with improvement recommendations. Offered via tiered plans: KOIN Free (up to 2 stocks), KOIN Focus ($9.99/mo, up to 10 stocks), and KOIN Portfolio ($19.99/mo, brokerage-connected portfolio advice).
Who they serve
Individual investors seeking smarter, data-driven investment decisions; trusted by thousands of investors worldwide with 50K+ active users.
Leadership
Office locations
Regulatory & compliance
Data as of March 20, 2024 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KOIN Capital Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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