Byallaccounts

ByAllAccounts, based in Somerville, MA, is a leading financial data and account aggregator for the wealth management industry. With over 23 years of experience, they provide high-quality data aggregation, enrichment, and delivery services, offering unique insights from Morningstar. Serving as the preferred data aggregator for wealth-management and wealth-technology firms, ByAllAccounts has access to a vast range of data sources, including investor held-away accounts, cryptoassets, advisor book of business, and custodial feeds.

ByAllAccounts helps wealth-management firms break down data silos and simplify data distribution, attracting advisors and clients. They also support fintechs and startups in creating and launching innovative investment apps or platforms by providing complete data and APIs. Additionally, ByAllAccounts enables resellers and redistributors to deliver next-level excellence in wealth-management technology, empowering investment advice informed by clients' held-away assets. Financial data providers can also benefit from their cost-effective data integration solutions to grow their business.

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