What is ByAllAccounts and why was it sold?

ByAllAccounts is a 25+ year data aggregation platform that securely pulls account info for advisors and platforms. Morningstar sold it to Pello to focus on proprietary tools while staying a customer.

Will Pello change ByAllAccounts much right away?

Not immediately — deal closes H1 2026. But new CEO Cynthia Rojas Sejas plans faster innovation, new data sources, beyond-basic aggregation for wealth tech.

How does this affect Morningstar products?

No big shift; ByAllAccounts integrates into Direct Advisory Suite and Morningstar Investor as before. They manage $378B AUM smoothly.

📈 Funding & IPOs

Pello Grabs ByAllAccounts: The Data Engine Powering Finance's AI Future

Picture this: a 25-year-old data beast that consolidates accounts for platforms handling $378 billion in assets. Now Pello's taking the reins, turbocharging it for AI-driven finance.

Fintech Pulse Apr 11, 2026 4 min read

⚡ Key Takeaways

Pello acquires ByAllAccounts from Morningstar, positioning it as an independent innovator in data aggregation. 𝕏
New CEO Cynthia Rojas Sejas brings Moody's and S&P experience to drive wealth tech expansion. 𝕏
Deal enables focused growth, with Morningstar remaining a key customer amid $378B AUM operations. 𝕏

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Fintech Pulse

Informed capital. Intelligent coverage.

#ByAllAccounts #Morningstar #Morningstar acquisition #Pello Companies #data aggregation #fintech M&A #open finance #wealth management

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Originally reported by Fintech Global

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