Redefining Efficiency For Financial Institutions

Redefining Efficiency For Financial Institutions

Our clients are some of the most successful and trusted financial institutions

Our clients are some of the most successful and trusted financial institutions

Our vision is to help them leverage curated, next-gen AI to build upon their success

Our vision is to help them leverage curated, next-gen AI to build upon their success

Redefining Efficiency For Financial Institutions

Our clients are some of the most successful and trusted financial institutions

Our vision is to help them leverage curated, next-gen AI to build upon their success

Why Gridlines?

Why Gridlines?

Why Gridlines?

The financial world moves fast. AI moves even faster. Gridlines is building the essential tools to help financial institutions keep up and thrive

The financial world moves fast. AI moves even faster. Gridlines is building the essential tools to help financial institutions keep up and thrive

The financial world moves fast. AI moves even faster. Gridlines is building the essential tools to help financial institutions keep up and thrive

Mission

Mission

Mission

Empowering financial institutions to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.

Empowering financial institutions to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.

Empowering financial institutions to focus on strategic work and accelerate deal flow through streamlined workflows. We make work more fun.

Work

Work

Work

We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming

We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming

We solve the hardest problems in finance, building groundbreaking technology to automate the complex and time-consuming

Culture

Culture

Culture

We balance deep work with efficient collaboration.

Think focused, uninterrupted time combined with regular catch-ups and clear communication—all designed to maximize your impact

We balance deep work with efficient collaboration.

Think focused, uninterrupted time combined with regular catch-ups and clear communication—all designed to maximize your impact

We balance deep work with efficient collaboration.

Think focused, uninterrupted time combined with regular catch-ups and clear communication—all designed to maximize your impact

Team

Team

Team

We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in 2022, around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us

We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in 2022, around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us

We're creative problem-solvers who thrive on pushing boundaries. We started building Gridlines in 2022, around the same time the world first glimpsed the power of AI tools like ChatGPT. If that excites you, join us

Our co-founders

Our co-founders

Our co-founders

Stephanie Goldman

Stephanie Goldman

CEO

CEO

Biography

A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays. She has since founded two venture-backed startups, combining her financial acumen with technical expertise to build products that solve real problems for financial analysts

Stephanie graduated with honors from Indiana University's Kelley School of Business, where she also received a merit scholarship

Stephanie Goldman

CEO

Biography

A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays.

See More

Stephanie Goldman

CEO

Biography

A software engineer with deep finance expertise, Stephanie previously was an investment professional at GI Partners and an investment banking analyst at Barclays.

See More

Ning Yang

Ning Yang

COO

COO

Biography

Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship. Prior to Gridlines, Ning worked as an independent sponsor as well as an investment professional at Intermediate Capital Group (ICG) and American Securities. He began his career as an investment banking analyst at Barclays

Ning graduated with distinction from Emory University’s Goizueta Business School, where he received the Atlanta Society of Financial Analysts’ Award

Ning Yang

COO

Biography

Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship.

See More

Ning Yang

COO

Biography

Ning is an experienced investor with a cross-functional background between private equity, banking, consulting and entrepreneurship.

See More

SECURITY POLICY

Enterprise-grade security, engineered into every layer

Enterprise-grade security, engineered into every layer

Enterprise-grade security, engineered into every layer

Security isn't a feature for us...it's foundational. We follow industry best practices to protect your data at every level


Your data remains yours — we never use it for training, and you maintain complete ownership and control

Security isn't a feature for us...it's foundational. We follow industry best practices to protect your data at every level


Your data remains yours — we never use it for training, and you maintain complete ownership and control

Security isn't a feature for us...it's foundational. We follow industry best practices to protect your data at every level


Your data remains yours — we never use it for training, and you maintain complete ownership and control

Powered By

Powered By

End-to-End Encryption

All data is encrypted both in transit and at rest, ensuring that your sensitive information remains protected against unauthorized access

Strong Password Policies

We enforce strong password requirements, ensuring that all user accounts are protected by secure credentials

Strong Password Policies

We enforce strong password requirements, ensuring that all user accounts are protected by secure credentials

Data Access Control

Access to your data is restricted based on roles and responsibilities, ensuring that only authorized personnel can access sensitive information

Data Access Control

Access to your data is restricted based on roles and responsibilities, ensuring that only authorized personnel can access sensitive information

Routine Data Backups

We perform regular backups to ensure your data is safely stored and can be recovered

Routine Data Backups

We perform regular backups to ensure your data is safely stored and can be recovered

Start with your first 3 employees for free.

Start with your first 3 employees for free.

No credit card required. Upgrade when you love it!

BOOK A 15 MIN DEMO

BOOK A 15 MIN DEMO

Start with your first 3 employees for free.

No credit card required. Upgrade when you love it!

BOOK A 15 MIN DEMO

Start with your first 3 employees for free.

No credit card required. Upgrade when you love it!

BOOK A 15 MIN DEMO

Achieve a step-function change in productivity with Gridlines for financial institutions

Gridlines, Inc. © 2025. All rights reserved

Gridlines

Achieve a step-function change in productivity with Gridlines for financial institutions

Gridlines, Inc. © 2025. All rights reserved

Gridlines

Achieve a step-function change in productivity with Gridlines for financial institutions

Gridlines, Inc. © 2025. All rights reserved

Gridlines

Achieve a step-function change in productivity with Gridlines for financial institutions

Gridlines, Inc. © 2025. All rights reserved

Gridlines