Lay the foundation for financial growth.
See everything you own, keep it current, and share what matters. Get the clarity you need to move confidently.
Your Financial HQ
Your single source of truth for organizing financial assets and information.
Find peace of mind with Olomon's streamlined financial data center.
Monitor smartly
Monitor your cash accounts, real estate holdings, investments, and equity positions in one place.
Make informed decisions
Make confident, informed decisions with a comprehensive view of your financial data.
Maintain records
Maintain historical balance records and organize your estate seamlessly.
Proactive Legacy Planning
Ensure loved ones can access financial information when needed.
Protect your family's future with our thoughtful legacy planning features.
Transfer crucial financial info securely at just the right moment with our intelligent notification system.
Maintain secure control with team member invitations and transparent activity tracking.
Spare your loved ones the stress of financial confusion during life's most challenging moments.
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Say Goodbye to Stale Data
Always current, unlike static spreadsheets that quickly become outdated.
You'll never have to worry about outdated financial information again.
Keep tabs on your finances with dynamic, self-maintaining balance sheets.
Get visual alerts when manually entered values need refreshing.
Watch your assets and debts change over time with clear, real-time charts.
Seamless Collaboration
Facilitate collaboration with your existing financial team.
Empower your advisors and financial team with the data they need to help you succeed while maintaining control.
Give advisors a complete, holistic view of your finances — not just the fragmented data.
Maintain full control with discretionary team invitations and comprehensive activity tracking.
Be your own best advocate and transform consultations into truly strategic discussions.
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Secure & Simplified Document Storage
Makes complex and non-traditional asset and document tracking accessible and streamlined.
Turn chaos into clarity. Bring your entire financial ecosystem into one intuitive, organized space.
Create a collaborative space
Replace scattered spreadsheets and disconnected storage systems with a unified, collaborative space.
Store securely
Store everything that matters in one secure location, from complex assets to critical personal documents.
Simplify complexities
Make even the most complex financial situations remarkably simple to manage.
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
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