Insights

Sustainable Data Growth Morningstar's recent launch of the Corporate Sustainability Reporting Directive (CSRD) data offering and enhanced ESG solutions indicate a strong commitment to sustainability reporting. This presents opportunities to offer integrated ESG and compliance tools or data services to clients aiming to meet evolving regulatory standards.

Expanding Market Presence The company's multiple acquisitions, including CRSP and Morningstar Commodity Data, highlight an aggressive growth strategy. Engaging with Morningstar's expanding suite of data and analytics services can unlock cross-selling opportunities across diverse segments like commodities, securities, and investment analytics.

Technological Integration With a tech stack that includes machine learning, data aggregation, and integration with popular wealth management platforms, there is a clear need for advanced, seamless data solutions. Offering innovative APIs, data enrichment, or integration services can enhance their existing infrastructure and support client retention.

Financial and Market Focus Morningstar's revenue range of 10 to 25 million dollars amid impressive acquisition activity signals potential for scalable and modular solutions tailored to mid-sized financial advisory firms and asset managers looking to optimize their data management and compliance efforts.

Global Strategy Expansion The appointment of a new head of Canada and global investor strategy, along with investments in international ESG regulations, suggests opportunities to provide localized data solutions, regulatory compliance tools, or market-specific analytics to support Morningstar’s global growth initiatives.

Similar companies to ByAllAccounts

ByAllAccounts Tech Stack

ByAllAccounts uses 8 technology products and services including NumPy, git, MLflow, and more. Explore ByAllAccounts's tech stack below.

NumPy
Advanced Analytics And Data Science
git
Development
MLflow
Development
ADP
Human Resource Management System
Vue.js
Javascript Frameworks
jQuery
Javascript Libraries
PyTorch
Machine Learning
Microsoft Office 2013
Office Suites

Media & News

ByAllAccounts's Email Address Formats

ByAllAccounts uses at least 2 format(s):

ByAllAccounts Email Formats	Example	Percentage
FLast@byallaccounts.com	JDoe@byallaccounts.com	96%
First.Last@byallaccounts.com	John.Doe@byallaccounts.com	4%
First.Last@morningstar.com	John.Doe@morningstar.com	90%
First-Last@morningstar.com	John-Doe@morningstar.com	5%
FirstLast@morningstar.com	JohnDoe@morningstar.com	3%
First_Last@morningstar.com	John_Doe@morningstar.com	2%

Frequently Asked Questions

Where is ByAllAccounts's headquarters located?

ByAllAccounts's main headquarters is located at 10 State Street Woburn, MA 01801 United States. The company has employees across 1 continents, including North America.

What is ByAllAccounts's phone number?

You can contact ByAllAccounts's main corporate office by phone at

+1-312-696-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ByAllAccounts's official website and social media links?

ByAllAccounts's official website is morningstar.com and has social profiles on LinkedIn.

What is ByAllAccounts's NAICS code?

ByAllAccounts's NAICS code is 5112 - Software Publishers.

How many employees does ByAllAccounts have currently?

As of May 2025, ByAllAccounts has approximately 51 employees across 1 continents, including North America. Key team members include Manager Of Data Account Validation: J. M.Senior Software Engineering Manager: P. S.Senior Engineer: T. M.. Explore ByAllAccounts's employee directory with LeadIQ.

What industry does ByAllAccounts belong to?

ByAllAccounts operates in the Software Development industry.

What technology does ByAllAccounts use?

ByAllAccounts's tech stack includes NumPygitMLflowADPVue.jsjQueryPyTorchMicrosoft Office 2013.

What is ByAllAccounts's email format?

ByAllAccounts's email format typically follows the pattern of FLast@byallaccounts.com. Find more ByAllAccounts email formats with LeadIQ.

ByAllAccounts

Q: What is ByAllAccounts's official website and social media links?

ByAllAccounts's official website is morningstar.com. ByAllAccounts has social profiles on LinkedIn.

Q: How many employees does ByAllAccounts have currently?

ByAllAccounts has approximately 51 employees.

Q: What technology does ByAllAccounts use?

ByAllAccounts's tech stack includes PWA, Netezza, Symantec, SciPy, React.

Software DevelopmentMassachusetts, United States51-200 Employees

Morningstar Inc. acquired ByAllAccounts in 2014. ByAllAccounts, the financial advisors’ choice for account aggregation since 1999, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts’ patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data - from any source - within an advisor’s wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms.