Pello to Acquire ByAllAccounts From Morningstar

Pello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar, Inc. The deal is designed to expand ByAllAccounts’ open finance and wealth management technology capabilities, with ByAllAccounts operating as a standalone company after closing.

Cynthia Rojas Sejas will be appointed Chief Executive Officer. She brings more than 25 years of experience leading growth strategies across financial data and analytics platforms, including roles at Moody’s and S&P Global. The transaction is expected to close in the first half of 2026, subject to customary conditions.

Pello Companies plans to accelerate innovation by expanding access to new data sources and enhancing platform infrastructure and reliability, reflecting demand for comprehensive financial account data across advisors, wealth managers, and fintech platforms.