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ByAllAccounts

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Namestring
ByAllAccounts
Legal namestring
ByAllAccounts
Company typeenum
Private
Founded yearint
1999
Descriptiontext

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.

Short descriptiontext

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.

Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersWoburn, United States
HQ citystring
Woburn
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial data aggregation, wealth management data, custodial data feeds, account aggregation platform, open banking integration
Industry1 code
1Account Aggregation & Connectivity (Multi-bank linking)
CodeFSAGACAAPrimaryYes
NAICS code1 code
  • Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services518210
SIC code1 code
  • Finance Services6199
Product category
Financial Data Aggregation
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Data Aggregation Services
TypeSubscription Recurring
Description

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.

morningstar.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Technology or R&D, Personnel, Operations, Marketing or Sales
Pricing details1 tier
1Enterprise platform access with customized pricing based on platform scale and data requirements
ModelSubscriptionBilling cadenceAnnual
Notes

Quote-based / Not publicly disclosed

morningstar.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

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.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • Aggregates nearly $1 trillion in assets daily
+3 more records
Product overview1 text field

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.

Product and service1 record
1ByAllAccounts Data Aggregation Platform
CategoryFinancial Data Aggregation Platform
Description

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.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2026-04-08
Description

Zephyr, 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.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeBroad incumbent
Description

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.

TypeBroad incumbent
Description

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.

TypeEmerging player
Description

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.

TypeEmerging player
Description

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.

TypeEmerging player
Description

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.

TypeDirect peer
Description

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.

TypeOthers
Description

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

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

API detail
Has APIbool
No

Docs URL, Description

Integration1 record

Each record includes

Title, Type, Description, Source

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds2 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors2 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

ByAllAccounts

Financial Data Aggregationbyallaccounts.com

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.

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

  • Financial data aggregation
  • Wealth management data
  • Custodial data feeds
  • Account aggregation platform
  • Open banking integration

Where ByAllAccounts is headquartered

Location

Headquarters

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

  1. 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

ModelBillingPrice
SubscriptionAnnualEnterprise 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 offering

Core 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 profile

Named customers2 records

Segments3 records

Ideal customer profiles2 records

ByAllAccounts technology and API

Technology

API 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 signal

Partnerships

One partnership is on record.

  • Zephyr (Informa plc)coreTechnology or Integration · 8 April 2026Zephyr, 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 assessment

Direct 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 presence

ByAllAccounts financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ByAllAccounts leadership team

Management profile

Number of profiles

Profiles4 records

ByAllAccounts funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
InvestmentnewsMorningstar sells ByAllAccounts as the ‘Big Data’ dreams of account aggregation fail to materialize (again)Morningstar has sold its account aggregation subsidiary ByAllAccounts to tech startup incubator Pello Companies for an undisclosed amount, marking the latest divestment of a 2010s-era aggregation acquisition by a financial platform. The sale follows similar writedowns and divestments across the industry, including Envestnet selling Yodlee in 2025 at a fraction of its $590 million purchase price, illustrating how the 'Big Data' vision that drove billions in acquisitions has failed to deliver promised returns. The article notes that account aggregation tools now rank lowest in advisor satisfaction among commonly used AdvisorTech categories, while financial institutions have become increasingly restrictive in sharing client data with third-party providers, undermining the foundational premise of open finance.Pulse 2.0Pello Companies To Acquire ByAllAccounts From Morningstar To Expand Open Finance And Data Aggregation CapabilitiesPello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar, Inc., with the transaction expected to close in the first half of 2026. Following the acquisition, ByAllAccounts will operate as a standalone company under newly appointed CEO Cynthia Rojas Sejas, who brings over 25 years of experience in financial data and analytics. The deal aims to accelerate innovation in open finance and wealth management technology by expanding access to new data sources and enhancing platform infrastructure, while allowing Morningstar to focus on its proprietary data and investment management solutions.FintechPello Companies to acquire ByAllAccounts from MorningstarPello Companies has agreed to acquire ByAllAccounts, a data aggregation technology provider for financial applications, from Morningstar, with the transaction expected to close in the first half of 2026 pending standard closing conditions. The acquired company will operate independently under new leadership, with Cynthia Rojas Sejas appointed as incoming CEO, as Pello seeks to accelerate innovation and expand data aggregation capabilities in wealth management. Morningstar's sale aligns with its strategic focus on core capabilities in proprietary data, research, software, and investment management, while maintaining ByAllAccounts as a customer following the transaction.YahooMorningstar to Sell Account Aggregation Unit ByAllAccounts to PelloMorningstar, Inc. has entered into a definitive agreement to sell its data and account aggregation provider ByAllAccounts to Pello Companies, LLC, a Salt Lake City-based company specializing in open finance technology, with the acquisition expected to close in the first half of 2026 pending customary conditions. Financial terms were not disclosed. Cynthia Rojas Sejas, who brings 25 years of leadership experience at Moody's and S&P Global, will become CEO of ByAllAccounts, which will operate as a standalone company under Pello's ownership while Morningstar retains its position as a customer.Wealth ManagementPello Companies to Acquire ByAllAccounts From MorningstarMorningstar, Inc. has entered into a definitive agreement to sell its data and account aggregation provider ByAllAccounts to Pello Companies, LLC, a Salt Lake City-based company specializing in open finance technology, with the acquisition expected to close in the first half of 2026. Cynthia Rojas Sejas, with 25 years of leadership experience at Moody's and S&P Global, will become CEO of ByAllAccounts as part of the transaction. Morningstar acquired ByAllAccounts in 2014 for $28 million and will remain a customer following the sale, while Pello Companies plans to operate ByAllAccounts as a standalone company and leverage its expertise to accelerate innovation in wealth management.Investing.comPello Companies to acquire ByAllAccounts from Morningstar By Investing.comPello Companies agreed to acquire ByAllAccounts, a data aggregation technology provider, from Morningstar. The deal is expected to close in the first half of 2026, with financial terms undisclosed. ByAllAccounts will operate as a standalone company, and Morningstar will remain a customer.01netPello Companies to Acquire ByAllAccounts from MorningstarPello Companies, LLC has entered into a definitive agreement to acquire ByAllAccounts, a provider of data aggregation technology for financial applications, from Morningstar Inc. The transaction is expected to close in the first half of 2026, after which ByAllAccounts will operate as a standalone company under new CEO Cynthia Rojas Sejas. The deal allows Morningstar to focus on its core advisor products and portfolio solutions while ByAllAccounts gains specialized capital and execution resources to accelerate innovation in wealth management data aggregation.National TodayPello Companies to Acquire ByAllAccounts from MorningstarPello Companies has announced a definitive agreement to acquire ByAllAccounts, a provider of data aggregation technology for financial applications, from Morningstar, Inc. Upon completion, ByAllAccounts will operate as a standalone company under incoming CEO Cynthia Rojas Sejas, with the deal expected to close in the first half of 2026. Morningstar will remain a committed customer of ByAllAccounts as the transaction aligns with its strategy to focus on advisor products and portfolio solutions around proprietary data, research, software, and investment management.