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About
Wallace is a U.S.-available investing platform from an SEC registered investment adviser that helps individuals build and manage personalized investment strategies. The product focuses on letting users control broad or targeted exposure by excluding specific companies from ETF holdings, adjusting weights in market indexes, or creating custom weighted indexes using simple language through “Ask Wallace.” Strategies can also use automated tracking and structuring features, such as active market cap tracking that adjusts allocations as prices change. Wallace emphasizes user discretion: clients select strategies and allocations while the platform assists with structuring and automatic purchases of securities. Brokerage accounts are powered by Alpaca Securities (FINRA/SIPC), with SIPC protection up to $500,000, and bank linking is handled through Plaid. Pricing is based on a 0.25% annual AUM fee, calculated daily and charged monthly, with stated no subscription fees and no account minimums.
Problem & solution
Problem
Investors lack easy control to customize ETFs/index strategies.
Solution
Platform lets users create/modify strategies via AI and automates trades.
Who it's for
U.S. everyday investors seeking personalized investing.
Main features
- Ask Wallace AI builder
- Modify ETF holdings
- Custom index weighting
- Active cap tracking
- Automated purchases
Use cases
- Exclude stocks from an ETF
- Create a custom weighted index
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