ByAllAccounts
ByAllAccounts is a B2B financial data aggregation platform serving wealth managers and advisors, connecting them to ~$1 trillion in daily assets across 60+ wealth platforms via direct custodial feeds, open banking, and screen scraping.
- Company typePrivate
- Founded1999
- HeadquartersWoburn, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What ByAllAccounts does
ByAllAccounts is a B2B financial data aggregation platform founded in 1999 that serves wealth management firms, financial advisors, and wealthtech software providers. The company aggregates nearly $1 trillion in assets daily across its network of more than 60 wealth platforms, using a multi-method architecture that combines approximately 200 direct custodial data feeds, open banking integration, and screen scraping for hard-to-reach sources such as trusts, private banks, and annuity platforms. Coverage spans 1,200+ trusts and private banks, 1,400+ retirement providers, 150+ annuity platforms, and 100+ 529 plans. ByAllAccounts generates revenue through annual subscription-based enterprise contracts with quote-based pricing tailored to client scale and data requirements, distributed via direct enterprise sales to wealth management firms and through integration partnerships with wealth management software providers such as Zephyr (Informa plc). Following Morningstar's 2014 acquisition for $28 million, ByAllAccounts was divested to Pello Companies in April 2026 and now operates as a standalone company under incoming CEO Cynthia Rojas Sejas, with Morningstar remaining a customer; the company is investing in AI agents for autonomous connection maintenance as a forward product direction.
ByAllAccounts firmographics
Firmographics- Name
- ByAllAccounts
- Legal name
- ByAllAccounts
- Website
- https://byallaccounts.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 1,001–5,000 employees
- Short description
- ByAllAccounts is a B2B financial data aggregation platform serving wealth managers and advisors, connecting them to ~$1 trillion in daily assets across 60+ wealth platforms via direct custodial feeds, open banking, and screen scraping.
- Ownership category
- akta.pro rank
ByAllAccounts industry classification
Industry- Product category
- Financial Data Aggregation
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA)
Keywords
Where ByAllAccounts is headquartered
LocationHeadquarters
- HQ city
- Woburn
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ByAllAccounts business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Revenue model
- Data Aggregation Services: B2B data aggregation services providing financial institutions, wealth managers, and advisors with access to consolidated client asset data across multiple accounts and institutions. Revenue is generated through platform access fees and data connectivity services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform access with customized pricing based on platform scale and data requirements |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
ByAllAccounts product offering
Product offeringCore offering
ByAllAccounts provides a B2B financial data aggregation platform that connects wealth management firms, advisors, and wealthtech platforms to client asset data across thousands of financial institutions. The platform combines approximately 200 direct custodial data feeds, open banking integration, and screen scraping to deliver coverage of 1,200+ trusts and private banks, 1,400+ retirement providers, 150+ annuity platforms, and 100+ 529 plans, aggregating nearly $1 trillion in assets daily.
Product overview
ByAllAccounts operates as a single unified data aggregation platform for the wealth management industry. The platform has operated since 1999 and aggregates close to $1 trillion in assets daily across a network serving more than 60 wealth platforms. It maintains approximately 200 direct custodial data feeds and provides coverage of 1,200+ trusts and private banks, 1,400+ retirement providers, 150+ annuity platforms, and 100+ 529 plans. The platform offers multiple data acquisition methods including direct feeds, open banking integration, and screen scraping for hard-to-reach sources. The company is expanding toward open banking standards and investing in AI agents to maintain connections more efficiently.
Differentiator
Problem solved
Functional benefit
Products and services
- ByAllAccounts Data Aggregation Platform A B2B financial data aggregation platform serving over 60 wealth platforms, aggregating nearly $1 trillion in assets daily across a proprietary network of approximately 200 direct custodial data feeds, open banking integration, and screen scraping capabilities. Provides wealth management firms, financial advisors, and WealthTech software providers with consolidated access to client asset data across trusts, private banks, retirement providers, annuity platforms, and 529 plans.
Quantifiable outcome
- Aggregates nearly $1 trillion in assets daily
- +3 more outcomes
Companies that use ByAllAccounts
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
ByAllAccounts technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature4 records
ByAllAccounts partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Zephyr (Informa plc)coreZephyr, a subsidiary of Informa plc and a leader in asset and wealth management software, announced integration with ByAllAccounts data aggregation platform. The integration enables advisors using Zephyr to access enriched client asset data across multiple accounts and institutions, streamlining operations and reducing reconciliation time.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
ByAllAccounts competitors and assessment
Company assessmentDirect peers
- Plaid: Plaid is a leading financial data aggregation platform connecting consumer and business applications to bank accounts via APIs. It directly competes with ByAllAccounts in the account connectivity space, with a stronger consumer and fintech focus and a similar enterprise aggregation offering.
- Akoya: Akoya is a financial data access network focused on permissioned, API-based data sharing between financial institutions and data recipients. It is a direct competitor to ByAllAccounts, particularly in regulated open banking data access for wealth management and fintech.
- MX Technologies: MX is a financial data aggregation and analytics platform serving banks, fintechs, and wealth management firms. It competes directly with ByAllAccounts in account connectivity, data enhancement, and PFM/wealth management use cases.
- Yodlee (Envestnet): Yodlee, part of Envestnet, is one of the longest-standing financial data aggregation platforms, serving wealth managers, banks, and fintechs. It is a direct competitor to ByAllAccounts with comparable feed breadth and enterprise focus.
Broad incumbents
- Envestnet: Envestnet is a broad wealth management technology platform offering data aggregation (via Yodlee), portfolio management, and advisor solutions. It is a broad incumbent competitor whose Yodlee business directly overlaps with ByAllAccounts' offering.
- Finicity (Mastercard): Finicity, a Mastercard company, provides financial data aggregation APIs and credit decisioning tools. It is a broader incumbent competitor to ByAllAccounts with strategic backing, competing in account connectivity for wealth, lending, and financial applications.
Emerging players
- Addepar: Addepar is a wealth management technology platform providing data aggregation, reporting, and analytics for advisors and family offices. It is an emerging player that both competes with and could partner with ByAllAccounts for underlying data connectivity.
- Orion Advisor Technology: Orion provides wealth management platform technology including portfolio accounting, reporting, and data integration for advisors. It is comparable to ByAllAccounts as a wealthtech platform with overlapping advisor and data aggregation capabilities.
- Black Diamond (Advent): Black Diamond, part of Advent, is a wealth management platform for RIAs and advisor firms with portfolio reporting and data integration features. Comparable to ByAllAccounts in serving wealth management firms with consolidated client data needs.
Others
- Salesforce (Financial Services Cloud): Salesforce Financial Services Cloud is a broader CRM and data platform for wealth management and financial services firms. It is adjacent to ByAllAccounts as a complementary system that may integrate with or compete for data consolidation use cases in advisor workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ByAllAccounts social profiles
Digital presenceByAllAccounts financial estimates
Financial estimateRevenue estimate
Valuation estimate
ByAllAccounts leadership team
Management profileNumber of profiles
Profiles4 records
ByAllAccounts funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ByAllAccounts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ByAllAccounts
What does ByAllAccounts do?
ByAllAccounts provides a B2B financial data aggregation platform that connects wealth management firms, advisors, and wealthtech platforms to client asset data across thousands of financial institutions. The platform combines approximately 200 direct custodial data feeds, open banking integration, and screen scraping to deliver coverage of 1,200+ trusts and private banks, 1,400+ retirement providers, 150+ annuity platforms, and 100+ 529 plans, aggregating nearly $1 trillion in assets daily.
Is ByAllAccounts a public or private company?
ByAllAccounts is a private company. It is classified as corporate owned and is currently acquired.
When was ByAllAccounts founded?
ByAllAccounts was founded in 1999. It employs 1,001 to 5,000 people.
Where is ByAllAccounts based?
ByAllAccounts is headquartered in Woburn, United States, in the North America region.
How does ByAllAccounts make money?
One revenue line is on record: data Aggregation Services.
Who are ByAllAccounts's main competitors?
Direct peers on record are Plaid, Akoya, MX Technologies and Yodlee (Envestnet). Broad incumbents are Envestnet and Finicity (Mastercard). Emerging players are Addepar, Orion Advisor Technology and Black Diamond (Advent). Salesforce (Financial Services Cloud) is listed as an others.
Does ByAllAccounts have an API?
No public API is recorded for ByAllAccounts.
What industry is ByAllAccounts in?
ByAllAccounts's product category is Financial Data Aggregation. Its primary akta.pro industry code is FSAGACAA, Account Aggregation & Connectivity (Multi-bank linking). Its NAICS code is 518210 and its SIC code is 6199.