About Grady
Why we're building the financial memory every family deserves.
Families with meaningful wealth don't have a data problem — they have a context problem. Statements live in one portal, trusts in another, deeds in a filing cabinet, and K-1s in an email chain from three Marches ago. Every question about the family's financial picture becomes an archaeology project.
Grady's mission is to be the place where all of that lives and talks to itself — so that when the next-of-generation, the spouse, the CPA, or the attorney needs to know something, the answer is already there.
The tools to do this well have only recently become possible. Large language models can read a pile of unstructured documents and turn them into structured, queryable data. Modern cloud infrastructure means a small, focused team can build software that competes with what the biggest family offices used to pay millions to assemble.
We think the right version of this is simple, private, and built around the family — not a platform trying to sell financial products on top of your data.
Grady is built for families with multi-entity wealth — trusts, partnerships, LLCs, direct investments, real estate, art, operating businesses — who want one honest place for the record. It's also built for the advisors, CPAs, and next generation who eventually need to work with it.
Questions, introductions, or want to talk about what you're solving for? Write to us at hello@gradyapp.com.