ByAllAccounts
Woburn · Founded 1999
About ByAllAccounts
ByAllAccounts, Inc. enables the automated gathering of financial account data from thousands financial institutions for import directly into Portfolio Management and Trust Accounting Systems. Their patent pending technology analyzes, augments, and delivers data for even the most sophisticated holistic wealth management practice and enables efficient and timely account reconciliation, performance analysis and consolidated reporting. ByAllAccounts, Inc. serves more than 300 clients having a full range of managed and "held-away" accounts, including retirement, banking, brokerage, trust, hedge fund, limited partnerships, private equity, annuity, and more.
Company Facts
- Founded: 1999
- Legal name: ByAllAccounts, Inc.
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 1,001 – 5,000
- Estimated revenue: $10K – $50K
- Total funding: $10.0M
- Funding stage: M&A
- Last round: Series B (Sep 2010)
- Website: byallaccounts.com
- Phone: 7813768040
Social Profiles
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