Morningstar Inc. acquired ByAllAccounts in 2014. ByAllAccounts, the financial advisors’ choice for account aggregation since 1999, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts’ patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data - from any source - within an advisor’s wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms.
View Top Employees from ByAllAccountsWebsite | http://byallaccounts.morningstar.com/index.html |
Revenue | $21 million |
Employees | 14 (14 on RocketReach) |
Founded | 1999 |
Address | 10 State St, Woburn, Massachusetts 01801, US |
Phone | (781) 376-0801 |
Fax | (781) 376-8040 |
Industry | Financial Services, Computer Software, Business Services General, Advice, Application Software, Business Services, Media and Entertainment, Specialized Finance, Finance, FinTech |
Competitors | Finicity, a Mastercard Company, Flinks, Health Data & Management Solutions, Inc. (HDMS), Salt Edge, Vertical Management Systems (VMS) |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 5416 Companies, NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies |
Looking for a particular ByAllAccounts employee's phone or email?
The ByAllAccounts annual revenue was $21 million in 2024.
14 people are employed at ByAllAccounts.
ByAllAccounts is based in Woburn, Massachusetts.
The NAICS codes for ByAllAccounts are [54, 5416, 541611, 541, 54161].
The SIC codes for ByAllAccounts are [87, 874].