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ByAllAccounts

byallaccounts.com

Founded Year

1999

Stage

Acquired | Acquired

Total Raised

$10M

Valuation

$0000 

About ByAllAccounts

ByAllAccounts provides innovative data aggregation technology for financial applications. The company develops the essential data aggregation technology that serves as the foundation for the financial industry's wealth management applications, including portfolio management, reporting, compliance, trust accounting, and client relationship management (CRM). Its open architecture solution uses artificial intelligence to gather and transform financial account data and deliver it to any financial platform. The firm's network of clients, custodial relationships, and platform and service providers rely on ByAllAccounts as their primary connector to structured and unstructured financial account data.

Headquarters Location

10 State Street

Woburn, Massachusetts, 01801,

United States

781-376-0801

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Expert Collections containing ByAllAccounts

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

ByAllAccounts is included in 2 Expert Collections, including Digital Health.

D

Digital Health

8,838 items

Startups recreating how healthcare is delivered

A

Artificial Intelligence

9,442 items

This collection includes startups selling AI SaaS, using AI algorithms to develop their core products, and those developing hardware to support AI workloads.

ByAllAccounts Patents

ByAllAccounts has filed 3 patents.

patents chart

Application Date

Grant Date

Title

Related Topics

Status

6/5/2012

6/25/2013

Financial markets, Derivatives (finance), Investment, Parsing algorithms, Market segmentation

Grant

Application Date

6/5/2012

Grant Date

6/25/2013

Title

Related Topics

Financial markets, Derivatives (finance), Investment, Parsing algorithms, Market segmentation

Status

Grant

Latest ByAllAccounts News

Morningstar’s ByAllAccounts adds Blockchange solution

Oct 28, 2021

Blockchange, a San Francisco-based fintech specializing in digital asset investing tools for financial advisers and asset managers, has integrated its BITRIA Digital Asset TAMP with Morningstar’s ByAllAccounts client account aggregation offering. The integration allows Blockchange’s separately managed account partners “to better serve the needs of financial advisers and their clients, who will be able to access digital asset data within platforms they already use,” the company said in a release. Firms that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Office, eMoney Advisors or any of the 22 portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting will benefit from the integration, Blockchange said.

ByAllAccounts Frequently Asked Questions (FAQ)

  • When was ByAllAccounts founded?

    ByAllAccounts was founded in 1999.

  • Where is ByAllAccounts's headquarters?

    ByAllAccounts's headquarters is located at 10 State Street, Woburn.

  • What is ByAllAccounts's latest funding round?

    ByAllAccounts's latest funding round is Acquired.

  • How much did ByAllAccounts raise?

    ByAllAccounts raised a total of $10M.

  • Who are the investors of ByAllAccounts?

    Investors of ByAllAccounts include Morningstar, Castle Ventures and Commonwealth Capital Ventures.

  • Who are ByAllAccounts's competitors?

    Competitors of ByAllAccounts include Envestnet | Yodlee.

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