Most platforms give you features. Olomon gives you a foundation.
Olomon connects your dashboards, documents, advisor relationships, and live data to a structured, verified financial record — so nothing falls through the cracks.
The Complete Picture
If you can own it, it belongs here.
Wealth isn't just a brokerage balance. Olomon covers bank accounts, entities, real estate, loans, insurance, and the advisors who manage it all.
15,000+ institutions connected. Real estate values updated monthly with bank-level data. Crypto cold-wallet support for non-brokerage holdings.
Live Data
The record reflects today's reality. Not last month's reality.
Connected accounts sync automatically across 15,000+ institutions. Real estate valuations update monthly with bank-level data. Manual entries flag when they need refreshing. The record doesn't decay — it stays current so you don't have to maintain it.
Entity & Ownership
Your LLC owns your rental property, held in a trust for your children. Olomon maps it all.
Most financial tools see accounts. Olomon sees structure. Create trusts, LLCs, S-corps, partnerships. Assign assets and liabilities to the entities that actually own them. Track trustees, grantors, beneficiaries, and ownership percentages. The legal and financial reality of a complex life — modeled accurately, for the first time.
Morehouse Family Trust
Revocable Living Trust
124 Maple Drive
$1,250,000
Schwab Brokerage
$840,000
Beneficiaries
Documents
Trust Agreement
PDF · Updated Jan 2024
Collaboration
Coordination that happens in the system. Not around it.
Financial initiatives like selling a business, buying a second home, or restructuring an estate involve multiple people managing separate information across email threads. Projects change that.
A Project is a secure, scoped collaboration environment built on your financial record. Bring in your advisor, attorney, CPA, or family member with exactly the access they need. Everything relevant lives in one place.
Scoped access: share a project without sharing your entire account
Role-based permissions: view only or edit, per person
Threaded comments tied to real financial objects
Full activity log: every action attributed, every decision preserved
Duplicate project structure for recurring initiatives
Projects are also the foundation for Olomon's intelligence layer, so AI-assisted decisions are grounded in the complete picture, not fragments.
Business Sale — Meridian Holdings
Created Oct 12, 2025
Linked Items
Entity
Meridian Holdings LLC
Asset
Commercial Property
Document
Letter of Intent
Team
J. Wellons
Advisor
M. Torres
Attorney
R. Chen
CPA
Recent Activity
J. Wellons — Advisor · on Letter of Intent
Reviewed the LOI terms. Section 4.2 needs revision before we send to buyer's counsel. Flagging for attorney review.
M. Torres — Attorney
Noted. I'll redline 4.2 and upload the revised draft by Thursday.
Ready to see your complete financial picture?
Legacy & Continuity
If something happens to you, your family knows exactly where everything is.
Not because of a PDF in a folder — because the record is structured, current, and accessible. Designate legacy contacts who receive access when they need it. Track beneficiaries and percentage ownership across every entity. Generate complete balance sheets for estate planning. The record that protects your family isn't something you create once — it's the same record you use every day.
Your Financial Record
Structured · Current · Complete
Sarah
Spouse
James
Child
R. Davis
Estate Attorney
Document Vault
Storage is easy. Context is everything.
Every document is connected to the asset, entity, or policy it belongs to — deeds to properties, trust agreements to trusts, insurance policies to coverage. AI text extraction makes every document searchable. When your attorney updates a file, it's in context, not in an inbox.
Revocable Living Trust — 2024
PDF · 24 pages · v3
From the people who use it
A different kind of foundation
“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
Your data belongs to you. Not us. Not your advisor. Not a corporation.
Bank-level encryption. Every action logged. Role-based access controls. MFA and trusted device management. If you change advisors, your record travels with you. If you leave Olomon, your data leaves with you. This isn't a policy — it's the architecture.
Full security detailsThe complete picture starts here.
Structured, current, and owned by you — for the first time.