Pello Companies Acquires ByAllAccounts From Morningstar

April 9, 2026

Pello Companies, LLC entered into a definitive agreement to acquire ByAllAccounts, a financial data aggregation technology provider, from Morningstar, Inc. ByAllAccounts will operate as a standalone company with Cynthia Rojas Sejas appointed CEO. The transaction is expected to close in the first half of 2026, subject to customary closing conditions, with financial terms undisclosed.

Buyers
Pello Companies, LLC
Targets
ByAllAccounts
Sellers
Morningstar, Inc.
Industry
Data & Analytics
Location
Utah, United States
Transaction Type
Buyout

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