Level up your client experience.
Build trust and leave a lasting impression. Olomon takes financial management up a notch, giving you and your clients complete visibility into their assets.
See how Olomon elevates your business.
Centralized Asset Tracking
Transform how your clients view and grow their wealth with a unified dashboard that brings everything together. Public investments, private holdings, and legacy planning—all in one intelligent platform that updates in real-time. Your clients get complete visibility into their financial picture, while you get the clean, comprehensive data you need to deliver exceptional advisory services.
Collaborate Seamlessly
Streamline communication with your clients, teammates, and other professionals. Olomon offers organized, in-context collaboration to set you up for clarity and success. With clear, efficient communication tools, your consultations become more powerful and more strategic. It’s a win-win.
Round Out Your Offerings
Add value and secure more long-term business with Olomon’s feature-rich platform as a perk. You’ll build trust and confidence with new clients, and you’ll level up your offerings for existing ones. At the end of the day, everyone’s happier. And happier clients mean better business and more revenue.
Keep Client Data Safe & Secure
Olomon is built with robust security measures in place to keep sensitive info safe — and we never sell your client data. You can place your trust in a powerful system designed to protect you and your clients.
Let’s discuss how Olomon can support you and your clients.
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
Entrepreneur, Accountant, and Technologist
"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
Entrepreneur & Leadership Consultant
"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
Strategic Partnerships & Operations
Data security you can trust
We believe your financial data belongs to you, not corporations. That's why we've built Olomon with enterprise-grade security and privacy controls that keep you—and only you—in charge of who sees what. Your information is always encrypted, completely secure, and never sold.
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