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Wallace Finance

Wallace Finance

Control the Market

10 ratings
3 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • March 23, 2026
  • September 16, 2026

Features

Developer

Wallace Finance Co.
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About

Take control of your investments with a powerful, personalized approach to the stock market. Create custom strategies, modify indexes, and exclude unwanted holdings. Utilize AI to build unique investment plans tailored to your ideas.

✓Custom investment strategies
✓Personalized market indexes
✓Modify ETF holdings
✓Exclude unwanted companies
✓AI Strategy Builder
✓Intuitive user interface
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What's New in Wallace Finance

1.0.8

September 16, 2026

Improved AI capabilities and functionalities, including smarter research and analysis. Minor bug fixes and functionality updates.

User reviews

Most RecentHighest RatedLowest Rated

Amazing

Super easy and intuitive, the AI feature is very helpful! Finally a tool that gives me the freedom to customize my investments.
NaughcenzoNaughcenzo

Customization I’ve been needing

Wallace Finance Co. app is way better than Robinhood. It’s cleaner, more reliable, and much easier to use. I especially love the ETF customization feature, it gives me way more control over my investments with a lot less effort. Highly recommend
All_the_usernames_are_taken79All_the_usernames_are_taken79

Find hidden deals, control who your money supports

I’ve really enjoyed using the AI feature to find companies that I never would have heard of otherwise. Great for testing new investing theses quickly and building portfolios from scratch. And also nice to be able to exclude certain companies from long-term investment (“Give me the S&P500 but without weapons manufacturers” for example). Overall really glad I switched from Robinhood to Wallace.
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AlexB1_7AlexB1_7

FAQ

What is Wallace Finance?

Wallace Finance is an SEC registered investment adviser that provides a mobile application for users to control and personalize their stock market investments. It allows for the creation of custom strategies and modification of market indexes.

Is Wallace Finance free to use?

Yes, Wallace Finance is available for free. The app itself does not have a cost to download or use its core features.

What devices does Wallace Finance support?

Currently, Wallace Finance is supported on iPhone devices. Information regarding Android or other platform availability is not provided.

How secure is Wallace Finance?

Brokerage services are provided through Alpaca Securities, LLC, which is an SEC-registered broker-dealer. Securities in your account are protected up to $500,000 through SIPC.

What are the age restrictions for Wallace Finance?

Wallace Finance has an age rating of 17+, indicating it is intended for mature users. This is likely due to the complex nature of financial investments.

How often is Wallace Finance updated?

The latest version of Wallace Finance is 1.0.4, and it was last updated on March 30, 2026. This suggests a recent and active development cycle.

Can I get investment advice from Wallace Finance?

Wallace Finance is an SEC registered investment adviser, but the information provided is for general educational purposes only and is not investment or financial advice. Investors are encouraged to consult with personal financial and tax advisors.

Does Wallace Finance have ads?

No, Wallace Finance does not contain advertisements. The app is free to use and does not rely on ad revenue for monetization.