Pello Acquires ByAllAccounts to Drive Data Aggregation Innovation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 09 2026
0mins
Should l Buy MORN?
Source: Newsfilter
- Acquisition Agreement: Pello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar, with the transaction expected to close in the first half of 2026, which will support ongoing growth and innovation in data aggregation technology.
- New CEO Appointment: Pello will appoint Cynthia Rojas Sejas as CEO of ByAllAccounts, who brings 25 years of senior leadership experience in financial data and analytics, expected to accelerate innovation and market expansion for the company.
- Strategic Focus: ByAllAccounts will operate as a standalone company, concentrating on delivering comprehensive financial account data and enhanced capabilities to support the digital transformation of the wealth management ecosystem, thereby improving client service quality.
- Support from Morningstar: Morningstar will continue to offer ByAllAccounts as an integrated capability within its products, ensuring competitiveness in investment management services, with approximately $378 billion in assets under management and advisement.
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Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 184.280
Low
250.00
Averages
285.00
High
320.00
Current: 184.280
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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