ByAllAccounts, Inc., a Woburn, MA-based company dedicated to financial account aggregation for professional use, has received $5m in Series B funding.
The round was led by Castile Ventures, with participation from previous investor Commonwealth Capital Ventures.
In conjunction with the funding, Skip Besthoff, a general partner at Castile Ventures, will join ByAllAccounts’ board of directors.
The company’s patented technology retrieves financial information from any custodian to deliver reconciliation-ready financial account data available. ByAllAccounts’ data services are currently integrated with more than three dozen wealth management platforms – portfolio management systems, CRM, reconciliation, personal trading surveillance, trust accounting and other platforms.