Zero Advisory Fees, No Account Minimums

"It's like having a personal shopper who makes your own custom ETFs without any advisory fees or anything. I can't believe how simple it is to invest based on just an idea"
- Alex, Beta Tester

Create a Custom Investment Fund
With Just an Idea

Wallace

Turn Your Ideas into Active Investment Funds

Tell Wallace Your Big Investing Idea

Ask Wallace to create a Stock Package based around any big idea. Maybe it's commercial spaceflight, companies with the biggest government contracts, or the S&P 500 excluding certain stocks.

Customize and Rebalance

Customize what's in your Stock Package, weigh stocks by fundamental data, and rebalance over time with just a click. No math skills needed, Wallace handles everything.

Invest like a Fund Manager

Treat your Stock Packages as a single investment, just like a Hedge Fund or ETF. Market Cap tracking is on, so over time you invest more in your winners and less in your losers. Create as many Stock Packages as you want!

Powerful Tools Built for You

Use our unique AI tool, Ask Wallace, to create personalized Stock Package focussed on indexes, funds, or your own ideas. Customize and weigh the Stock Package holdings through our simple, dynamically system.

Read through news feeds customized for each custom Stock Package Research individual stocks and fundamental data with just a swipe.

Compare custom Stock Package performance, and Ask Wallace for insights into market movements

Our Philosophy

Institutional investors, such as hedge funds and mutual funds, have been pulling the strings in the market for too long. Many times people who invest in these funds don't even know where their money is going; thus, they lose financial control. These funds have the ability to manipulate the market through aggressively shorting stocks, over-buying or over-selling shares in order to trigger market events, or simply tricking the Wall Street algorithms into following their lead. This is creating a financial environment where traditional, everyday investors are getting left behind, despite recognizing indicators and successful trends.

This is where Wallace comes in.

Wallace is a powerful investing platform that allows investors to trade packages of stocks while maintaining full control to update and balance the stocks in the package, allowing for more control with managing risk, focusing on the companies they believe in, and controlling their strategy. Wallace puts control back in your hands - the hands of everyday investors who keep their ears to the ground and know which companies and ideas are going to be the next big thing.

Take back control of your investing. Join Wallace today.