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ByAllAccounts company logo


Founded Year



Acquired | Acquired

Total Raised




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


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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.


Digital Health

8,838 items

Startups recreating how healthcare is delivered


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


Related Topics




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


Application Date


Grant Date



Related Topics

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



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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