ByAllAccounts
Latest round
- Series B
Last raised
- Sep 2010
Total raised
- $10M
Investors
- 2
About ByAllAccounts
Founded in 1999 in Woburn, US, ByAllAccounts specializes in financial data aggregation. The company has undergone strategic pivots, including its acquisition by Morningstar, Inc. in April 2014 for USD 28 mn.ByAllAccounts offers a comprehensive data aggregation network designed to streamline financial data collection and management for wealth management platforms and firms. The core functionality revolves around providing access to an extensive custodial network, comprising approximately 200 data feeds from various top custodians and specialty technology providers. This service empowers wealth management firms to eliminate costly custom integrations and facilitates the onboarding of new advisors and firms. ByAllAccounts enables users to access over 1,200 custodial data sources through a single connection, allowing advisors to generate detailed reports and insights into client holdings, risk profiles, spending habits, and cash flows.ByAllAccounts generates revenue through a subscription-based model, where wealth management firms and financial institutions pay for access to its data aggregation services. Clients subscribe to different tiers of service, which may include premium features such as advanced analytics and reporting tools. Firms often partner with ByAllAccounts to enhance their client offerings via access to the ByAllAccounts Data Network.The most recent acquisition by Morningstar, Inc. is expected to bolster ByAllAccounts’ growth trajectory and service offerings. While specific new product launches have not been disclosed, the company aims to leverage its enhanced capabilities to expand into additional markets within North America and Europe, focusing on optimizing its data services for emerging financial technologies.
Who invested in ByAllAccounts
2 investors across 2 rounds
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Questions about ByAllAccounts
Who invested in ByAllAccounts?
ByAllAccounts has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has ByAllAccounts raised?
ByAllAccounts has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did ByAllAccounts last raise money?
ByAllAccounts's most recent round on record is a Series B, in Sep 2010.
What does ByAllAccounts do?
Founded in 1999 in Woburn, US, ByAllAccounts specializes in financial data aggregation.
Where is ByAllAccounts headquartered?
ByAllAccounts is headquartered in Woburn, US.
Which VCs invest in companies like ByAllAccounts?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at ByAllAccounts's stage. Their profiles are linked below.
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