📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: ByAllAccounts

1.1 - Company Overview

ByAllAccounts Logo

ByAllAccounts

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of automated financial account data aggregation solutions for professional wealth managers and financial advisors, enabling collection from thousands of financial institutions and direct import into portfolio management and trust accounting systems, with technology that analyzes, augments, and delivers data for holistic wealth management practices.

Products and services

🔒

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to ByAllAccounts

TRXpert Logo

TRXpert

HQ: United States Website
  • Description: Provider of portfolio rebalancing software for RIAs adhering to Modern Portfolio Theory (asset allocation). Total Rebalance Expert (TRX)® automates the rebalancing process through advanced technology, revolutionizing the way advisors do business.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TRXpert company profile →
Acorns Logo

Acorns

HQ: United States Website
  • Description: Provider of automated micro-investing and robo-advice, rounding up purchases to invest spare change in low-cost, diversified ETF portfolios from asset managers including Vanguard and BlackRock. Offers Acorns Invest; Later (IRA); Early (UTMA/UGMA); Checking with automatic investing; Earn bonus investments on purchases at partner brands; and Custom Portfolios for adding individual stocks and ETFs (for Premium users).
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Acorns company profile →
Evervest Logo

Evervest

HQ: Finland Website
  • Description: Provider of digital wealth management services offering tailored, diversified portfolios aligned to investing goals, timeframes and risk levels, with everything in one place for clarity and control; a Finnish investment services firm operating under the supervision of the Finnish Financial Supervisory Authority.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Evervest company profile →
TreasurySpring Logo

TreasurySpring

HQ: United Kingdom Website
  • Description: Provider of a regulated digital cash investment platform for corporations, financial institutions, and other entities with excess cash, offering Fixed-Term Funds (FTFs) in multiple currencies and terms with exposure to government, bank, and corporate debt, plus secured deposits and government assets, single digital onboarding, digital KYC to start investing within 48 hours, and customizable investment guidelines and approvals.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TreasurySpring company profile →
OneAccess Logo

OneAccess

HQ: United States Website
  • Description: Provider of aggregated corporate access events and resource tracking services to institutional investors, offering a content and interactions analytics hub that improves the efficiency of discovering, analyzing, and valuing interactions between Buy-side and Sell-side professionals.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full OneAccess company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for ByAllAccounts

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to ByAllAccounts

2.2 - Growth funds investing in similar companies to ByAllAccounts

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for ByAllAccounts

4.2 - Public trading comparable groups for ByAllAccounts

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to ByAllAccounts

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About ByAllAccounts

What does ByAllAccounts do?

ByAllAccounts is a provider of automated financial account data aggregation solutions for professional wealth managers and financial advisors, enabling collection from thousands of financial institutions and direct import into portfolio management and trust accounting systems, with technology that analyzes, augments, and delivers data for holistic wealth management practices.

Who are ByAllAccounts's competitors?

ByAllAccounts's competitors and similar companies include TRXpert, Acorns, Evervest, TreasurySpring, and OneAccess.

Where is ByAllAccounts headquartered?

ByAllAccounts is headquartered in United States.

How many employees does ByAllAccounts have?

ByAllAccounts has 1,000 employees 🔒.

When was ByAllAccounts founded?

ByAllAccounts was founded in 2010 🔒.

What sector and industry vertical is ByAllAccounts in?

ByAllAccounts is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for ByAllAccounts

Who are the top strategic acquirers in ByAllAccounts's sector and industry

Top strategic M&A buyers and acquirers in ByAllAccounts's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for ByAllAccounts?

Top strategic M&A buyers groups and sectors for ByAllAccounts include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in ByAllAccounts's sector and industry vertical

Which are the top PE firms investing in ByAllAccounts's sector and industry vertical?

Top PE firms investing in ByAllAccounts's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in ByAllAccounts's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in ByAllAccounts's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in ByAllAccounts's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to ByAllAccounts include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in ByAllAccounts's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for ByAllAccounts?

The key public trading comparables and valuation benchmarks for ByAllAccounts include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for ByAllAccounts for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for ByAllAccounts with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in ByAllAccounts's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for ByAllAccounts with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in ByAllAccounts's' sector and industry vertical?

Access recent funding rounds and capital raises in ByAllAccounts's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

Access complete buyer lists, valuation data, and M&A intelligence for ByAllAccounts