Your family's financial memory.
Grady is the single source of truth for multi-generation family wealth — documents, accounts, entities, and answers, all in one place.
Why families use Grady
A handful of things Grady does that spreadsheets, shared drives, and portals cannot.
Every document, one place
Statements, K-1s, deeds, policies, trust docs — Grady organizes everything by family, entity, and year.
Automatic classification
Upload a PDF and Grady identifies the document type, pulls out the data that matters, and files it away.
Answers on demand
Ask Grady anything about your family's financial picture and get sourced answers, not spreadsheets.
Built for family offices
Multi-entity, multi-generation, with roles and permissions that match how families actually work.
Interested in Grady?
Access is invite-only while we're in private beta. Tell us a little about yourself and we'll be in touch.