For families & individuals
Your financial life. Finally yours.
Your financial reality is scattered. Accounts, credit cards, investments, trusts. All in different systems. You're the only one holding the full picture, with no centralized view. Olomon gives you one record and view, owned by you, that you can share with your family and financial team.
The reality
Everyone has a piece. Nobody has the whole picture.
You have the advisors, the accounts, the plans. But when something changes, you're the one making the calls, sending the updates, and hoping everyone is working from the same information. The coordination falls to you by default -- and the stakes are too high for that to keep living in your head.
You
The connective tissue
Advisor
Sees investments
Attorney
Sees estate docs
CPA
Sees tax returns
Insurance
Sees policies
Nobody has the full picture
Your advisor knows your investments. Your attorney knows your estate. Your CPA knows your taxes. But none of them know what the others know — and none of them know what you know. Every professional meeting starts from a partial picture.
You are the system
When something changes — a new account, an updated trust, a life event — you’re the one who has to tell everyone. Separately. And hope they all update accordingly. You’re the connective tissue between all of your professionals.
When something goes wrong, everything falls apart
Switch advisors and your history stays behind. Experience a life event and your family has no structured picture of where everything lives. The financial life you’ve spent decades building has no durable home.
Olomon is your financial record. Not your advisor's record of you. Not a view into their system. Your record, structured, complete, always current, that your professional team accesses on your terms.
Every other tool in your financial life was built for your advisor's workflow. Olomon is the first one built for you, and that makes it better for both of you.
The transformation
Here's what life looks like with Olomon
The Morehouse Household
Your financial record
Entities
Morehouse Family Trust
Revocable Trust
Morehouse Holdings LLC
LLC
Accounts
+ 9 more
Recent Activity
Trust amendment filed
Attorney · 2d ago
Tax election updated
CPA · 1w ago
Schwab synced
Auto · Today
Insurance renewed
Agent · 2w ago
Your Team
J. Wellons
Advisor
M. Torres
Attorney
R. Chen
CPA
Documents
The advisor meeting
Before
You sit down with your wealth advisor. They pull up your accounts at their firm. They don’t know about the trust amendment your attorney filed last month. They don’t know your CPA identified a tax exposure that changes your allocation strategy. The meeting is good — but it’s based on a partial picture, and you’re the only one who knows how partial it is.
After
Your advisor opens your Olomon record before the meeting. The trust amendment is there, attached to the entity it describes. The tax context your CPA flagged is visible. The meeting starts from the complete picture. The advice reflects it.
The life event
Before
A spouse passes away. The family knows roughly what was owned — but not the details. Not which accounts, which entities, which documents, which advisors hold what. The grief is compounded by financial confusion. Everything has to be reconstructed from fragments.
After
The Olomon record holds the complete picture — every account, entity, document, and professional relationship, structured and accessible. The family knows where everything is. The financial complexity doesn’t compound the loss.
Switching advisors
Before
You move to a new advisor. You arrive with whatever you can pull together — statements, a few documents, your memory of your financial situation. Your new advisor starts rebuilding context from scratch. The first six months are mostly catch-up.
After
You bring your Olomon record. Your new advisor gets immediate, structured access to your complete financial picture — history, entities, documents, everything. You’re getting substantive advice from the first meeting.
How it works
Simple to start. Powerful over time.
Create your record
Start building your financial record — add accounts, assets, documents, and relationships, or invite a professional to help.
Invite your team
Your wealth advisor, attorney, CPA — each gets a permissioned view of what's relevant to their role. You control what they see.
Stay current
As your financial life evolves, your record stays current. Integrations and professional inputs keep it fresh without manual maintenance.
It compounds over time
Every month the record gets deeper. A year from now it holds a plethora of structured financial history — context that doesn't disappear.
The complete picture, finally where it belongs
One record. Owned by you. Shared with your professional team on your terms. The financial record that should have always existed — now it does.