Fundraising FoxWallace Investment Group
Boston · Seed · 2 people tracked
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Investment thesis
The Wallace Group is an independent financial advisory firm providing wealth management, retirement income, estate and generational planning, college funding, 401(k) and comprehensive financial planning to individuals and families.
Source: firm website, verified Oct 2, 2026.
Team · 2 people
from the firm's website
Patric Wallace is a principal of The Wallace Group with over 30 years of planning experience and holds CFP, ChFC and CLU designations. He offers financial planning, portfolio management, group benefit analysis, ERISA consulting and deferred compensation planning, and is an investment advisor representative with Cambridge Investment Research.
Holly Rachford is a virtual office assistant through Cambridge Investment Research who joined in 2018 and supports financial advisors with administrative tasks including account management, reporting, planning, communication and client management.
What they invest in
from 2 of 2 portfolio companiesConstruction Tech ×1Consumer ×1Developer Tools ×1EdTech ×1Marketplaces ×1PropTech ×1
HQs:United States×2
Investments · 2 tracked
founders shown can be your intro path
BuildZoom matches homeowners with local licensed contractors for construction and remodeling projects, using a database of over 160 million building permits and millions of contractor licenses along with a dedicated project consultant.
Construction TechConsumerMarketplacesPropTechSan Francisco, US
David Petersen(CEO)inDavid C. Petersen(Founder)inMicah Clymer(Founder)Ryan Choi(Advisor/Investor)inJiyan Wei(CEO)Hal Bennett(Senior Vice President Business Development)
Co-investorsY CombinatorBrick Mortar VenturesCota Capital8VCAnvil CapitalBEENEXT+6 more
One Month offers online courses in computer programming, coding, and business skills, including Ruby, Rails, Python, JavaScript, and project management.
Developer ToolsEdTechNew York City, US
Mattan Griffel(CEO)inChris Castiglione(Founder)in
Co-investorsFundersClubY CombinatorAndreessen HorowitzAvlok CapitalGeneral CatalystMaverick Ventures+5 more
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Frequently asked questions
- What stage does Wallace Investment Group invest at?
- Wallace Investment Group invests at the Seed stage.
- What sectors does Wallace Investment Group focus on?
- Wallace Investment Group focuses on Consumer, EdTech.
- Where is Wallace Investment Group located?
- Wallace Investment Group is headquartered in Boston, US.
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