Take control of your financial future.
Financial organization for the modern wealth builder. Track your assets, build wealth, and legacy plan seamlessly with Olomon.
Get financial clarity today
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Experience true financial confidence.
At Olomon, we help growth-minded individuals plan for an abundant future. Our platform provides unprecedented visibility into both traditional and non-traditional assets, giving you total control of your finances.
This comprehensive view enables better decision making, strategic legacy planning and seamless collaboration with your entire financial team. Experience the confidence that comes with complete financial oversight.
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We integrate with thousands of financial platforms.
Power up your financial insight
Full Visibility (Minus the Complexity)
Ditch the scattered documents, spreadsheets, and notes. Olomon unites your disparate financial data. Access your traditional and alternative investments, real estate holdings, and more — all from a single secure dashboard. As your assets ebb and flow, so does your view and understanding.
Legacy Planning for Peace of Mind
Give your family the gift of clarity when they need it most. Olomon helps you organize your asset information, account details, and financial contacts. You’ll leave your loved ones with straightforward instructions for tackling end-of-life tasks.
Unify Your Financial Team
Streamline communication across your financial team. Olomon's collaboration features increase visibility, giving advisors, accountants, and other professionals the data they need to support you. And with complete control over access levels, you remain at the center of your financial universe.
Overcome your financial overwhelm in minutes.
Organizing your finances can feel like climbing a mountain. That's why Olomon is designed to give you a meaningful view of your finances in just 30 minutes. Start with your most important accounts and assets and add more over time — our step-by-step approach makes getting financial clarity simple and manageable. The insight you gain on day one will blossom into a lifetime of financial confidence.
Take a step toward greater clarity and legacy planning today.
See everything you own, keep it current, and share what matters. Olomon is feature-rich and intuitive. Olomon gives you a 360° Financial Data Center, dynamic collaboration tools, and intuitive legacy planning features — all in one place.
See how we can help
What financial confidence looks like
"Olomon doesn't just give me visibility into my finances—it creates transparency for my entire family. By sharing this financial picture with my wife, I've gained peace of mind knowing that if anything unexpected happens to me, my loved ones won't face the additional burden of financial confusion."
Levi Morehouse
Legacy Planning
"I've built a team of experts to help grow my wealth. Before Olomon, my financial picture was fragmented, with each advisor seeing only their piece of the puzzle. Now, I can give everyone a comprehensive view of my financial landscape, empowering them to make recommendations based on the complete picture."
Bill Wellons
Financial Team Sharing
"When my husband and I married, we brought together a diverse investment portfolio—stocks, real estate, tech investments, crypto, and more. We didn't just want to combine our assets; we wanted to build a financial partnership. Olomon gives us that shared financial foundation, allowing us to navigate our wealth-building journey together with total transparency."
Hannah Fleetwood
Life Milestone: Marriage
