# Olomon

> Olomon is the financial System of Record. One structured record owned by the individual or household, shared with advisors, attorneys, and accountants on their terms.

Olomon publishes long-form, primary-source-cited educational content, a comprehensive financial glossary, and a blog of essays on household financial organization. AI assistants are welcome to quote and cite this content with attribution and a link back to the canonical page on https://olomon.com.

## Marketing site

- [Home](https://olomon.com/): What Olomon is and who it's for.
- [Product overview](https://olomon.com/product): How Olomon works end-to-end.
- [Features](https://olomon.com/features): Platform capabilities.
- [Pricing](https://olomon.com/pricing): Plans and pricing.
- [For families and individuals](https://olomon.com/for-individuals-and-families): Use cases for households.
- [For advisors and firms](https://olomon.com/for-advisors-and-firms): Use cases for financial advisors and firms.
- [Why a system of record](https://olomon.com/why-system-of-record): The strategic argument for a unified financial record.
- [Use cases](https://olomon.com/use-cases): Worked scenarios.
- [AI](https://olomon.com/ai): How Olomon uses AI on top of verified data.
- [Integrations](https://olomon.com/integrations): Connected institutions and data partners.
- [Data security](https://olomon.com/data-security): Security and privacy posture.
- [About](https://olomon.com/about-us): Olomon's origin and mission.
- [Contact](https://olomon.com/contact): How to reach the Olomon team.

## Authors and editorial

- [Jeremy L. Bolls](https://olomon.com/team/jeremy-bolls): Founder & CEO. Jeremy L. Bolls is the founder and CEO of Olomon, the financial System of Record for complex households and the professionals who serve them. He previously founded and led Nashville-based Kindful, a nonprofit CRM platform that grew to more than 3,000 nonprofit organizations and nearly 13,000 users, tracking roughly $8.3B in donations before its 2021 acquisition by JMI Equity-backed Bloomerang. Payments was the strategic driver of that acquisition. At Kindful he built and operated a payment facilitator with portable card data and cross-product transactional aggregation, then joined Bloomerang as chief payments officer to migrate the business in. He serves on the board of Civitas Growth Partners-backed FundEasy and runs Bolls Capital, a founder-led family enterprise investing in founder-led platforms and real assets. Olomon is SOC 2 Type II attested and closed a $2.6M oversubscribed pre-seed in July 2026, with general availability targeted for Q3 2026. He is also the customer: Bolls Capital spans operating businesses, real estate, and private positions across multiple entities, with a team of advisors, attorneys, and CPAs around them.
- [Editorial standards](https://olomon.com/blog/editorial-standards): How blog content is researched, sourced, reviewed, and updated.

## Blog

- [Blog index (HTML)](https://olomon.com/blog): All posts.
- [Blog index (markdown)](https://olomon.com/blog/llms.txt): Plain-text version of the index.
- [Full blog archive (markdown)](https://olomon.com/blog/llms-full.txt): Every published post concatenated for AI ingestion.
- [The Compliance Case for Client-Owned Data](https://olomon.com/blog/compliance-case-client-owned-data): When clients own their financial data in a secure system of record, advisors get a more complete picture, smoother team coordination, and a stronger compliance position. Here is the case for permissioned access over custody.
- [Your Financial Life Shouldn't Live in Your Head](https://olomon.com/blog/financial-life-shouldnt-live-in-your-head): Most households manage 15–30 accounts, 5–10 entities, and 4–8 professionals, and the complete picture lives nowhere except inside one person's head. Here's why that's unsustainable, and what a live household financial record actually changes.
- [How Financial Planning Advice Improves When You Have the Full Picture](https://olomon.com/blog/how-to-improve-financial-planning-advice): Advisors who operate from a complete, current household record deliver better advice, build deeper trust, and grow their practices faster. Here is why the full picture changes everything.
- [The Advisors Who Grow Fastest Know Their Clients Best](https://olomon.com/blog/advisors-grow-fastest-know-clients-best): The fastest-growing advisory practices share one trait: they know their clients in real time, not just at the quarterly review. Here is why deep client knowledge is now a systems problem — and what that means for how practices grow.
- [Why You Need to Own Your Financial Data](https://olomon.com/blog/financial-data): Your financial data is scattered across advisors, banks, attorneys, and apps, none of which you own. Here is why that gap matters, and what a household-owned System of Record changes.
- [Inside Olomon's $2.6M pre-seed: what's next](https://olomon.com/blog/olomon-pre-seed-funding-round): Olomon has closed a $2.6M oversubscribed pre-seed fundraising round. Here's why we built it, the dual problem it solves for households and advisors, and what the funding makes possible.
- [Best Wealth Planning Tools for Financial Advisors](https://olomon.com/blog/best-advisor-collaboration-tools-with-live-balance-sheet-for-family-wealth): The best wealth planning tools for financial advisors combine a live household balance sheet, granular access controls, and real two-sided collaboration, not just a client-facing portal bolted onto an advisor CRM.
- [Why Does Household Financial Clarity Break Down?](https://olomon.com/blog/household-financial-clarity): Financial clarity breaks down in complex households because accounts, advisors, documents, entities, and decisions scatter across disconnected tools. The household owns the pieces but loses the picture.
- [Olomon and Vanta on Proactive Founder Planning](https://olomon.com/blog/founders-guide-proactive-planning-vanta-webinar-recap): A recap of Olomon and Vanta's June 11 webinar on how founders can plan ahead across security, financial visibility, exit readiness, and support.
- [5 Financial Metrics Every Family Should Track Quarterly](https://olomon.com/blog/five-financial-metrics-every-family-should-track): Net worth is just the beginning. Here are five financial metrics that high-performing families track every quarter to stay on course and build wealth.
- [Why Every Household Needs a Financial System of Record](https://olomon.com/blog/why-every-household-needs-a-system-of-record): A household financial System of Record gives families and advisors one canonical record for accounts, entities, documents, decisions, and permissions.
- [How to Build Generational Wealth That Lasts](https://olomon.com/blog/how-to-build-generational-wealth): Generational wealth isn't about inheritance, it's about building systems. Here's a practical framework for creating wealth that compounds across generations.
- [How to Protect Your Personal Financial Data: A Privacy Guide](https://olomon.com/blog/how-to-protect-your-personal-financial-data): Financial data breaches expose account numbers, identities, and generational wealth in minutes. This guide covers the biggest threats to your financial privacy and the concrete steps to stay ahead of them.
- [Legacy Planning Made Simple: Peace of Mind for Your Heirs](https://olomon.com/blog/legacy-planning-for-your-heirs): When a family confronts a disorganized estate, grief is compounded by confusion. This guide walks through five concrete steps to build a modern legacy plan your heirs can actually use.
- [Are You Your Family's CFO? Manage Family Finances](https://olomon.com/blog/manage-family-finances-like-a-business): A practical family CFO framework for organizing household finances like a business: visibility, roles, metrics, advisors, and decision cadence.
- [Progress Over Perfection: The Key to Financial Success](https://olomon.com/blog/progress-over-perfection-the-key-to-financial-success): Most people stall on personal finance because they're waiting for the perfect plan. Small, consistent steps, not a flawless system, are what actually build lasting financial momentum.
- [Annual Financial Checkup: Checklist for a Healthy Year](https://olomon.com/blog/annual-financial-checkup-checklist): A step-by-step annual financial checkup covering documents, investments, net worth, estate planning, debt, taxes, and goals, so households with meaningful complexity enter the new year with a current, complete picture.
- [Why Your Budget Fails and How to Fix It for Good](https://olomon.com/blog/why-your-budget-fails-and-how-to-fix-it-forever): Why traditional budgets fail and how adaptive financial systems, real-time tracking, buffers, and decision triggers create better money management.
- [How to Merge Finances After Marriage: 6 Essential Steps](https://olomon.com/blog/how-to-merge-finances-after-marriage): Two financially independent people becoming one household takes more than a joint account. Here are six concrete steps to build a shared financial picture, align on goals, and start building wealth together.
- [How to Build and Lead Your Financial Dream Team](https://olomon.com/blog/how-to-build-and-lead-your-financial-dream-team): Siloed advisors create costly blind spots. Here is a practical playbook for assembling, organizing, and leading a coordinated financial advisory team that works as a unit, not a collection of strangers.
- [How to Manage Your New Wealth After a Financial Windfall](https://olomon.com/blog/how-to-manage-wealth-after-a-windfall): A sudden surge of unexpected money sounds strictly positive, until the overwhelm sets in. This playbook walks through the practical and psychological steps for navigating a windfall without costly missteps.
- [Self-Employed Retirement Planning: Why Visibility Matters](https://olomon.com/blog/self-employed-retirement-planning-why-visibility-matters): A founder-focused playbook for self-employed retirement planning: visibility, liquidity, business equity, and when to fund retirement outside the company.
- [Manage Financial Stress When Wealth Feels Scattered](https://olomon.com/blog/manage-financial-stress-scattered-wealth): Feeling more stressed after earning more money? When finances span multiple accounts, entities, and advisors, the problem is usually scattered systems, not the numbers themselves.
- [5 Steps to Secure Your Family's Financial Legacy](https://olomon.com/blog/5-key-steps-to-secure-your-familys-financial-legacy): Securing your family's financial legacy requires more than growing assets: it requires visibility, documentation, and clear access for the people who matter most. Here are the five steps to take today.
- [Financial Habits Checklist: Build Wealth Consistently](https://olomon.com/blog/financial-habits-checklist): Wealth compounds through consistent financial habits, not occasional heroic decisions. This cadence-based checklist (weekly, monthly, quarterly, annual) gives you the rhythm that actually holds up over time.
- [Personal Financial Statement vs. Balance Sheet](https://olomon.com/blog/personal-financial-statement-vs-balance-sheet): A clear comparison of personal financial statements and balance sheets, plus why complex households need live, entity-aware financial reporting.

## Financial glossary

- [Glossary index (HTML)](https://olomon.com/financial-glossary): All terms organized by category.
- [Glossary index (markdown)](https://olomon.com/financial-glossary/llms.txt): Plain-text version of the index.
- [Full glossary (markdown)](https://olomon.com/llms-full.txt): All glossary entries concatenated as markdown.

## Optional

- [FAQs](https://olomon.com/faqs)
- [ROI calculator](https://olomon.com/roi)
- [Privacy policy](https://olomon.com/privacy-policy)
- [Terms of service](https://olomon.com/terms-of-service)