Company Name ByAllAccounts
Mailing Address 10 State Street Woburn, MA 01801-6820
Company Description ByAllAccounts delivers reconciliation-ready data to investment management and advisory firms. Using innovative expert system technology, the company provides an unparalleled access to financial account data from thousands of custodians and enables efficient and timely account reconciliation, performance analysis and consolidated reporting.
Proceeds Purposes ByAllAccounts will use the funding to build on its momentum among registered investment advisors and fuel growth with asset managers, wealth management firms, broker dealers and compliance monitoring firms.