# Wallace Finance — Control the Market > Personalized stock market control and AI-driven investment strategy building. (iPhone/iPad app by Wallace Finance Co..) - Source: https://appshunter.io/ios/app/wallace-finance/id6745149214 (this page in markdown: same URL + `.md`) - Developer: [Wallace Finance Co.](https://appshunter.io/developer/1811002343) - Category: Finance - Price: Free - Rating: 5.00/5 from 9 App Store ratings · 2 written reviews indexed - Age rating: 17+ - Requires: iOS 16.6 · 42 MB - Languages: English - Released: 2026-03-23 - Data updated: 2026-07-06 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wallace-finance/id6745149214/reviews.md ## What is Wallace Finance? Take full control of the market. Modify ETFs, customize indexes, and build personalized strategies in seconds. Lose the one-size-fits-all funds and investment managers; Wallace gives you the power of Wall Street in your pocket to manage the market your way. Start with a market index or ETF and customize with just a tap. Don't like the weights? Modify them with a slider. Hate a company? Exclude it completely. Wallace gives you the tools to be your own investment manager in a simple, intuitive app. Use our patent-pending AI Strategy Builder, Ask Wallace, to create a custom investing strategy around any idea. Take advantage of market swings, capitalize on geopolitical shifts, and invest in the next big wave... all with Just a Thought. You have the idea, Wallace handles the rest. General Disclaimer: Wallace Finance Co. (“Wallace”) is an SEC registered investment adviser. By using this website and mobile application, you accept our Terms of Use and our Privacy Policy. Wallace’s investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Wallace does not provide tax advice and investors are encouraged to consult with their personal tax advisors. Investment Risk Disclosure All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Wallace does not individually recommend. Investment strategies and allocations are selected by Wallace clients. Wallace does not have discretion to invest client funds on their behalf. Brokerage Services & Fees Brokerage services will be provided to Wallace clients through Alpaca Securities, LLC (“Alpaca”) which is an SEC-registered broker-dealers and members FINRA/SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Although trading occurs free of commission, relevant SEC & FINRA fees may apply. Please visit Commissions and Fees for our full fee schedule. Platform Services Software platform services will be provided by Wallace through its mobile and web software application configured to assist Wallace clients in structuring of investing strategies and the automatic purchases of securities. Included in the Wallace platform are patent pending allocation systems and AI-enabled research and structuring tools. Contact Information Any investment advisor, trade related, brokerage questions, or questions regarding the functionality or use of the Wallace platform shall be communicated to support@wallacefinance.io. Illustrative Content Disclosure All corporate logos and prices are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security. ## Key features - Custom investment strategies - Personalized market indexes - Modify ETF holdings - Exclude unwanted companies - AI Strategy Builder - Intuitive user interface ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/wallace-finance/id6745149214/reviews.md ### 5/5 — Customization I’ve been needing *2026-03-29* 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 ### 5/5 — Find hidden deals, control who your money supports *2026-03-23* 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. ## Frequently asked questions about Wallace Finance ### 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. ## Version history (last 5 releases) ### 1.0.7 — 2026-05-10 Create and share investment strategies anywhere. ### 1.0.4 — 2026-03-30 Idea --> back-test --> invest in seconds. Dynamically back-testing as you create strategies and benchmark against stock indexes to compare. ### 1.0.3 — 2026-03-25 Updates to strategy management and account creation. ### 1.0.2 — 2026-03-24 Minor updates to login and user interface. ### 1.0 — 2026-03-23 No release notes. ## Related topics [wallace finance](https://appshunter.io/ios/topics/wallace-finance) · [wallace](https://appshunter.io/ios/topics/wallace) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-06.*