Exclude stocks from ETF holdings with just a thought. Change the weights in market indexes, or create your own with just an idea.
Wallace handles the rest.
Total Control
Personalize the market.
Manage broad market diversification, or get specific with targetted strategies. Wallace gives you the tools for full control.
Institutional Power
Modify the whole game.
Start with pre-built Wallace Strategies, tracking the market while putting your money where your mouth is.
Fund-Level Automation
Smart tracking, smart structuring.
Create a Strategy with just a thought. Use Active Market Cap Tracking to automatically invest more in your winners as stock prices change. Modify at any time.
Take Back Control
The market is yours. Stop letting someone else manage it.
You see the opportunity—we deliver the tools. Get institutional power for a flat 0.25% AUM fee... with ZERO fees until May, 2026.
100%
Personalization
100%
Transparency
100%
Control
Frequently Asked Questions
Why Wallace?
Our mission at Wallace is to empower everyday investors to take back full control of their investing. Don’t like a company? Exclude it from ETF holdings. Want to change weights? Just move a slider, no math skills required. Have an idea for the next big market wave? Create a custom index with just a thought. No more “one size fits all” investment strategies – Wallace gives you the power to put your money where your mouth is with full control.
How is Wallace Regulated?
Wallace is an SEC Registered Investment Advisory (RIA). This means we have a fiduciary duty to act in your best interest, although you will always have full control and discretion over what you invest in. Brokerage accounts on Wallace are powered by Alpaca Securities, LLC (members of FINRA & SIPC). As a member of SIPC, your account is protected up to $500,000 (including $250,000 of claims for cash). We work with Plaid, Inc to link your bank account; we do not and never will store your online banking credentials.
How can I contact Wallace?
You can email us for all inquiries, support and feedback at support@wallacefinance.io
How much does Wallace cost?
Wallace operates on an Assets Under Management (AUM) Fee schedule and costs 0.25% annually. We calculate this cost daily (0.25% / 365) and automatically charge your bank account monthly. This way, you can cancel at any time; you will never be locked into long-term contracts or have surprise annual fees for our service. Wallace is not charging AUM Fees until May, 2026.
What is Ask Wallace?
Ask Wallace is part of our patent-pending system to create new investment strategies with just a thought. Ask Wallace works by modifying ETF holdings and creating custom weighted indexes with simple language. We leverage AI to streamline this process, so you have full control and access to tools and information used by Wall Street Institutions. Ask Wallace works by structuring investment strategies based on your input parameters. This tool does not provide investment advice and is included with your agreement to use the Wallace platform.
