Your financial home base
The first true financial record that keeps up with your life.
Every account, entity, document, and advisor relationship — organized in one place. Owned by you and shared with your family, advisor, attorney, and CPA on your terms.
The missing piece
Your financial life lives in your head.
Which accounts are where. What the trust says. What your advisor knows and what your attorney doesn’t. You’re the only place it all exists.
Every other part of your life has a system. Your medical history. Your legal documents. Your business data. Your finances never have.
Until now.
Olomon is that place.
What lives in your financial home base
What you own, what you owe, who manages it, and every document behind it — one structured record, always current, always yours.
What You Own & Owe
Investments, properties, balances, loans, and debts — connected and current automatically.
How You Own It
Entities, trusts, LLCs, and partnerships — organized and linked together.
All Your Documents
Uploaded, extracted, searchable, and attached to what they describe.
Your Team
Nobody can do it alone. Advisor, attorney, and CPA — each sees what’s relevant to them.
I want to
See how Olomon works for your financial life
What Olomon is
The structured financial record underneath your financial life.
The permanent, ever-evolving record everything else runs on.
The structural problem
For the first time, you have the full picture.
Tuesday morning. Your attorney just amended your trust.
Without Olomon
Attorney emails you a PDF
You forget to forward it to your advisor
Your advisor finds out months later — if at all
Their advice misses the change entirely
With Olomon
Attorney updates the trust in Olomon
Your advisor sees it immediately, in context
The amendment is attached to the trust it describes
Everyone’s working from the same complete picture
Your advisor
sees investments
Your attorney
sees estate documents
Your CPA
sees tax returns
You
feel the pressure
How it works
Four steps. No complexity.
Connect, upload, request
Link accounts, drop in documents, request what’s missing. That’s it — we’ll do the hard part.
Invite your team
Your advisor, attorney, and CPA each see what’s relevant. You control access.
Stay current
When something changes, the right people know automatically.
It compounds over time
Day one, you finally exhale. Month three, you wonder how you managed without it.
The heavy lifting
You point Olomon at your financial life. We keep it current.
Don't worry about getting it perfect. Send us what you have — scattered documents, partial records, connected accounts — and Olomon connects the dots, highlights gaps, and keeps everything current automatically.
Your financial life doesn't sit still. Olomon keeps it current.
15,000+ institutions
Connect once. Your accounts, holdings, and balances stay current automatically.
Real estate, automated
Property values updated monthly with bank-level data. No manual entry, no guesswork.
Documents, extracted
Upload any document and Olomon extracts the text, makes it searchable, and attaches it to what it describes.
Crypto, always current
Whether it's on an exchange or in a cold wallet, Olomon tracks your holdings and keeps valuations current daily.
The record difference
Dashboards, document storage, collaboration — all built on one structured record your team shares.
Your complete financial picture, in one place
Every account, entity, document, and professional relationship — structured and visible. Not scattered across portals, filing cabinets, and your advisors’ software. Yours.
Your team works from the same record
When your attorney updates a trust, your advisor sees it — in context, immediately. No more being the one who has to tell everyone when something changes.
Yours — no matter who you work with
Switch advisors and your history comes with you. Your new advisor gets immediate, structured access to your complete financial picture. Substantive advice from the first meeting, not the third.
Assets & Liabilities
Schwab Brokerage
Investment
$2,841,200
+1.2%
Chase Checking
Banking
$48,320
Vanguard IRA
Retirement
$1,205,400
+0.8%
Primary Residence
Real Estate
$1,850,000
+3.1%
Entities & Ownership
Morrison Family Trust
Revocable Trust
Morrison Holdings LLC
LLC
Coastal Property LP
Limited Partnership
Team Access
M. Thompson
Financial Advisor
R. Liu
Estate Attorney
S. Chen
CPA
Recent Activity
Sarah Chen, CPA
Updated 2024 tax return
2h ago
James Morrison
Added life insurance policy
5h ago
Rebecca Liu, Esq.
Amended Morrison Family Trust
1d ago
From the people who finally have the complete picture
Here’s what they’re saying.
“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
Entrepreneur, Accountant, and Technologist
“Before Olomon, our finances were scattered everywhere. My wife and I couldn’t see the full picture, and I worried about what would happen if something unexpected happened to me. Olomon changed that. Now we have one clear view of everything.”
Drü Collie
Founder and Director of Philanthropy
“When my husband and I married, we brought together a diverse investment portfolio. 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
Strategic Partnerships & Operations
The principle underneath
Your record. Your data. Always.
Your record belongs to you. Not your advisor. Not their firm. Not us. If you change advisors, your history comes with you. This isn't a policy — it's the architecture.
Security
Enterprise security, built in.
SOC 2 Type II
Independent verification of our security controls and practices.
AES-256 encryption
All data encrypted at rest using industry-standard protocols.
TLS 1.3 in transit
Every connection encrypted end-to-end.
Multi-factor authentication
MFA, trusted devices, and session controls for every account.
Full audit trail
Every access and change logged with timestamp and context.
Data portability
Export your data anytime. If you leave, it leaves with you.
These are the standards you'd expect. Our security architecture goes further.
See the full security architecture →Your financial home base starts here.
The complete picture — structured, current, and owned by you — for the first time.