Build on the
complete picture.
Not the fragment.
Whatever you're building — a planning tool, an advisory platform, an AI assistant — the quality of your product is determined by the quality of the data underneath it. Olomon is the record layer that makes your product genuinely intelligent from day one.
Every product you build needs a data foundation.
Building on fragments
Building on Olomon
One is a foundation. One is a guess.
Who It Serves
The record serves every kind of builder.
CRM & Advisory Platforms
Ground your existing workflows in a verified record.
Plug into Olomon to get complete, structured client context without rebuilding it. Your platform gets more accurate immediately. Your users stop re-entering what already exists.
New Fintech Categories
Start from the complete picture on day one.
Building a planning tool, estate product, or tax engine? Olomon’s structured record means your product works from reality, not manual inputs. Inherit the complete financial picture the moment a user connects.
AI & Intelligence Tools
Give your AI something real to reason from.
AI tools are only as good as the data underneath them. Olomon provides the structured, verified, client-owned record that makes AI trustworthy for financial decisions. Stop reasoning from fragments.
The Foundation
What every partner inherits.
When you build on Olomon, you don't just get data access. You inherit the architectural properties of the record itself — properties that would take years to build from scratch.
Complete context from day one
No manual data entry. No fragmented imports. The complete financial picture, structured and ready.
Deterministic and verified
The record knows what it contains and what it doesn’t. It tells you when data is missing rather than estimating.
Client-owned and permissioned
Your users control their data. Trust is built into the foundation, not bolted on later.
Highly secure by architecture
Encryption, audit trails, and access controls built into the record layer — not added as compliance features.
Gets richer over time
The longer a client’s record exists, the more complete your product becomes. The moat grows with the relationship.
The record layer is deterministic and verified. What you build on top of it inherits that foundation — which is categorically different from building on fragmented, unverified inputs. Your product's intelligence is only as good as the data underneath it. Olomon is the data.
In practice
What building on Olomon actually looks like
The difference between building on fragments and building on a complete record shows up in every product category.
What if your financial planning tool didn’t start empty?
The usual approach
Most planning tools ask the client to manually enter accounts, balances, and holdings — or upload CSVs and hope the format is right. By the time the data is in, it’s already stale.
Starts with: manual entry, stale data, document requests
With Olomon as the foundation
With Olomon underneath, the plan starts with the full financial picture already structured — accounts, holdings, insurance, estate documents, liabilities. The planner works from reality, not manual entry.
Available: accounts, holdings, insurance, liabilities, estate documents
What if your advisory platform knew what was missing?
The usual approach
Advisors piece together client data from custodian feeds, emails, and PDFs. If an account is missing, nobody knows until something goes wrong.
Starts with: manual entry, stale data, document requests
With Olomon as the foundation
Olomon’s record is explicit about gaps. If a client has three accounts connected but mentioned a fourth, the record flags it. Your platform can surface what’s incomplete — before it matters.
Available: account records, gap detection, completeness tracking
What if estate planning tools had a living inventory?
The usual approach
Estate tools rely on a static snapshot: a spreadsheet someone filled out once. Six months later, accounts have changed, properties have been sold, beneficiaries are out of date.
Starts with: manual entry, stale data, document requests
With Olomon as the foundation
Build on a record that stays current. Accounts, titles, beneficiaries, insurance policies — structured and updated as the client’s financial life changes. The estate plan reflects reality, not last quarter.
Available: account titling, beneficiary records, insurance, property data
What if tax preparation didn’t start with a document chase?
The usual approach
Every year, the same scramble: requesting 1099s, hunting for K-1s, waiting on clients to forward statements. Data entry happens manually, under deadline pressure.
Starts with: manual entry, stale data, document requests
With Olomon as the foundation
The financial record already contains the structured data your tax tools need — organized by entity, account type, and tax year. Less chasing, fewer errors, better outcomes for the client.
Available: entity records, account types, tax-year data, income sources
Early Access
Interested in building on Olomon?
We're working with a select group of early partners. If you're building a planning tool, an advisory platform, an AI financial assistant, or anything else that belongs on a clean financial record — we'd like to hear about it.
Early partners get direct access to the Olomon team and early API access.