Peace of mind for anyone with something to lose.
Securely organize critical financial and estate information for the ones you love.
Ensure your loved ones aren't left in the dark.
See the big picture
Access a live, consolidated balance sheet that integrates all your assets, liabilities, and entities in one clear view.
Stay organized
Keep business and personal entities centralized for easier compliance, reporting, and informed decision-making.
Plan ahead
Stay ahead with automated workflows that keep your estate and legacy plans current and actionable.
Secure your future
Minimize risks with organized, secure storage, giving you confidence and reducing stress.
Work smarter together
Empower family, advisors, and stakeholders to understand your wealth and financial goals.
Preserve your wishes
Streamline transitions, protect your wealth, and empower your loved ones during life’s critical moments.
Ensure seamless transitions
Simplify the transfer of assets and responsibilities, ensuring your wishes are carried out effortlessly.
Instant access to essential documents
Provide secure, immediate access to key legal, health, and financial documents when they’re needed most.
Financial continuity safeguards
Protect what matters—guidelines to shield your assets and businesses from disruption during challenging times.
Empowered decision-making for loved ones
Give family members the tools and insights they need to make decisions that reflect your values and intentions.
Fill the gap between banking and wealth management.
Securely connect your financial institutions.
Link your personal and business financial accounts to keep everything in one secure, accessible location. Don’t forget cars, real estate, etc.
Organize your estate documents with confidence.
Safely store all your important estate files in one place, ensuring your loved ones can access them when needed.
Enjoy peace of mind with effortless automation.
Let us keep your critical accounts and documents organized and up-to-date so they are always ready to go.
All of your money questions — answered.
What is Olomon?
Olomon is your automated personal banking, financial planning, and spend management solution. It's the answer for those tired of struggling to piece together the full picture of their finances. Take control today and make your money work for you tomorrow with Olomon's spend forecasting.
How does Olomon track money flow?
Olomon integrates with your bank accounts to seamlessly track and organize the flow of your money. Once you connect all of your accounts, you gain real-time insights into your finances, providing clarity for wiser decision-making. With Olomon, monitoring and understanding your money flow has never been more straightforward.
Can I really be wiser with money?
Absolutely. Olomon believes in empowering individuals to make wiser decisions with their money. By offering insights, intuitive controls, and secure collaboration, Olomon transforms the complex landscape of personal finance into a clear and actionable path towards financial wisdom.
Can I collaborate with my partner?
Yes, indeed. Olomon recognizes the importance of collaboration, especially in managing shared finances, or managing finances with your money team. The platform facilitates secure collaboration with your significant other, partner, advisor, or anyone else that’s on your money team, ensuring that everyone is on the same page when it comes to financial goals, spending, and planning for the future.
Is it safe?
Security is a top priority at Olomon. We implement advanced protocols in authentication, identification, and encryption to safeguard your financial data. With Olomon, you can enjoy the benefits of automated personal banking, real-time notifications, budgeting, and financial insights with the confidence that your data is secure from unauthorized access. Your financial well-being is our utmost concern.
Our commitments to you.
Security is number one.
Anything good starts from a position of trust. And trust starts with robust security. Learn more about Olomon's security practices.
Your data is your data.
We will never sell your data. We believe that what you share with us is not ours to profit from.
You’re in control.
When sharing with others, you determine the level of access that they have to your Olomon account.
Want to learn more about what we’re building?
Explore what's next in personal finance with early, exclusive insights into our latest developments.
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