Jason E. Wallace

2920Wall.LLC l Founder l Award-Winning Entrepreneur l C-Suite Executive l Advisor l Board Member l Disruptor l Angel Investor l FinTech l RegTech l InsurTech l 2920Wall.LLC

πŸ“ United StatesπŸ”„ Updated September 2026πŸ’Ό 5 investmentsπŸ“… 18 years investingπŸ—“ Last invested Jan 2022
Operator-angel🌍 United States
5
Total investments
1
Early stage
0
Mid stage
0
Late stage
18y
Years active

Portfolio

3 investments Β· sorted by recency
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Investor
2022
ChroniFI provides personal finance software that helps users simplify their finances by understanding them in terms of time instead of money. For example, the software helps you know how many years you can afford to be financially independent right now, how long it will be until you can retire, and how long it will be until you can take a pay cut to do a job that is more fulfilling. From then on, you can dynamically track your progress toward your goals, and understand where that progress is coming from. Most personal finance software handles the past (through budgeting), or the future (through investing). ChroniFI meets people where they are - here in the present tense - helping them understand how what they are doing right now impacts their overall financial health. The focus is on the "what does it all mean?" side of personal finance, helping people to make informed decisions that align with their goals. Product demo: https://www.youtube.com/watch?v=TVr8RtWTWj8
Co-Founder & Investor
2022
We are a social impact InsurTech platform providing an end-to-end solution for auto insurance tracking and reporting to the three major credit bureaus, helping marginalized communities build their credit profiles and street credibility necessary to scale true generational wealth.
Investor
2022
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Experience Β· 6 entries
All (6)
Investments (4)
Founder (2)
Board (1)
2022
Investor
2022
ChroniFI provides personal finance software that helps users simplify their finances by understanding them in terms of time instead of money. For example, the software helps you know how many years you can afford to be financially independent right now, how long it will be until you can retire, and how long it will be until you can take a pay cut to do a job that is more fulfilling. From then on, you can dynamically track your progress toward your goals, and understand where that progress is coming from. Most personal finance software handles the past (through budgeting), or the future (through investing). ChroniFI meets people where they are - here in the present tense - helping them understand how what they are doing right now impacts their overall financial health. The focus is on the "what does it all mean?" side of personal finance, helping people to make informed decisions that align with their goals. Product demo: https://www.youtube.com/watch?v=TVr8RtWTWj8
Board Member
2022
Formerly The Financial Clinic, we build financial security for low-income communities through people-powered technology. Our products and partnerships amplify the impact of social service organizations and public agencies, and generate insights to shape lasting economic change.
Co-Founder & Investor
2022
We are a social impact InsurTech platform providing an end-to-end solution for auto insurance tracking and reporting to the three major credit bureaus, helping marginalized communities build their credit profiles and street credibility necessary to scale true generational wealth.
Investor
2022
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2018
Founder & Managing Member
2018
2920 Wall offers risk management solutions that help financial services companies align risk strategy to business strategy, improve workflow efficiency, develop comprehensive consumer regulatory compliance and BSA/AML & OFAC compliance programs. Program development includes but is not limited to policies, procedures, risk assessments, audits, regulatory reviews, exam remediation and meeting all regulatory requirements by effectively leveraging regulatory compliance expertise to protect companies and its customers. Since 2018, 2920 Wall has been a trusted resource to clients in the financial services industry by providing advisory and consultative services to ensure the integrity and efficiency of complex technologies within banking, financial services, payments, crypto and regulatory compliance.
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Investment activity
2008–2022 Β· 5 investments
2008120224
Recent (last 2 years)Earlier