ByAllAccounts

    ByAllAccounts

    ByAllAccounts is a B2B financial data aggregation and normalization platform that connects wealth-management platforms to custodial feeds and held-away account sources and delivers standardized holdings, transactions, and positions data to downstream systems such as portfolio management, reporting, compliance, billing, CRM, and trust accounting.

    Est 1999|Valuation $27.9M|Raised $10M|11 Ref Customers
    Website|FTEs 11,964
    MarketsWealth Management & Portfolio Management PlatformsCustodial Aggregation & Alternative Investment Data Management