Total Funding
23
Total FundingSeries B raised
Growth Score
pts
Heat Score
17 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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211254
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
Ellen Dickau: Executive Vice President of Engineering & Co-FounderPast Role: Datamedic, Individual Contributor & Project Leadership Roles
About the Company
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.
Women Founded
