Your data is protected, at every layer.
Olomon was built with security at the foundation, so everything you do inside it — from uploading documents to sharing access to making decisions — stays protected.
The harder problem
Most security proves data is locked away. Olomon proves financial intelligence can be trusted.
Encryption matters, but financial AI also needs provenance, consent, auditability, and humility about what the record does not yet know. Olomon is built so confidence comes from the record itself, not from a model's fluency.
Standard approach
Fragmented inputs
Persuasive answer
Unclear accountability
Useful-looking answers are not enough when the source, consent, and audit trail are unclear.
Olomon
Client-owned record
Provenance
Source-grounded intelligence
Consent · Auditability
Answer you can trust
Confidence comes from ownership, provenance, consent, and traceability.
Behavioral security
Four trust principles that govern every interaction.
Most security keeps data away from attackers. Olomon solves the buyer's harder problem: making intelligence useful without weakening ownership, provenance, or control.
01
Your household record stays yours.
Olomon is built around household-level ownership: your financial record is not pooled, sold, or repurposed. It exists to serve you and the people you authorize.
02
Trust comes from least-necessary data.
Financial intelligence should use only the context needed to answer the question. Sensitive details stay protected, and deeper controls are available for review under NDA.
03
Numbers come from your record. Not from AI estimation.
When a figure appears in an Olomon output — a balance, a valuation, a net worth — it came from a verified entry in your record. Not from a model. Not from an assumption. If the verified number isn’t there, Olomon says so rather than filling the gap.
04
You control the decision, not the system.
Olomon shows what exists, what is missing, and where each answer came from. What happens next stays with you and the professionals you choose.
The public promise is simple: client-owned records, verified numbers, auditable decisions, and intelligence that is honest about what is missing. Institutional evaluators, compliance officers, and advisors can review the deeper framework under NDA.
Request a security reviewEnterprise foundation
The security baseline everyone expects. Built in, not bolted on.
On top of its AI-aware trust model, Olomon maintains the full suite of enterprise security controls required by financial institutions and their clients.
SOC 2 Type II
Independent verification of our security controls, availability, and confidentiality practices.
AES-256 encryption at rest
All stored data encrypted using industry-standard protocols.
TLS 1.3 in transit
All data in motion encrypted end-to-end.
Multi-factor authentication
MFA, trusted device management, and session controls for all users.
Full audit trail
Every permission change, data access, and modification logged with timestamp, actor, and context.
Data portability
Export your data at any time. If you leave Olomon, your data leaves with you.
Data ownership
Your data belongs to you. Not us. Not your advisor. Not a corporation.
Olomon is a system of record — not an advertising platform, not a data broker, not a lead generation engine. Your financial data exists for one purpose: to serve you and the professionals you authorize.