Pricing
One plan. Complete financial clarity.
Simple pricing for individuals and families. Get your complete financial picture in one place — for less than a dollar a day.
Advisor? Contact us for pricing.
Everything you need:
- See every asset, account, and entity in one view
- Know your real-time net worth — always current
- Protect your family with built-in legacy planning
- Give advisors, attorneys, and CPAs exactly the access they need
- Store wills, trusts, and tax docs in one secure vault
- Control who sees what with granular permissions
What you really get:
Financial clarityOne complete picture instead of 15 logins
Peace of mindYour family is protected if anything happens
Hours of your time backNo more chasing statements and spreadsheets
Better advice from your teamAdvisors with the full picture give better guidance
A foundation that compoundsDay one you exhale; month three you wonder how you managed without it
White glove service
Want hands-on setup?
Our experts build your entire Olomon system in 14 days — customized to your wealth structure and goals.
- Personalized onboarding
- Expert account setup
- Custom entity organization
- Quarterly optimization sessions
- Priority support
14
days to launch
The advisor who seeseverything delivers advice nobody else can.
Give your team a complete, always-current picture of every client's financial life — with tools built exclusively for advisory practices.
Advisor plans include everything above, plus practice-level features with custom pricing built around your firm.
Book a DemoMulti-client dashboards
Advisor onlyManage every household from a single practice-wide view
Team access controls
Advisor onlyRole-based permissions for advisors, paraplanners, and staff
Compliance & audit trails
Advisor onlyFull activity logging and compliance-ready reporting
Complete client visibility
See every asset, entity, and document in one place
Live financial statements
Auto-updating balance sheets for every household
Get meaningful insights in just 30 minutes
Within 30 minutes, you'll have a clearer picture of your finances. Start connecting your accounts to Olomon today and see what you've been missing.
14 days free. No credit card required.
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. 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
“Before Olomon, our finances were scattered everywhere. My wife and I couldn’t see the full picture, and I worried about what would happen if something unexpected happened to me. Olomon changed that. Now we have one clear view of everything.”
Drü Collie
Founder and Director of Philanthropy
Frequently Asked Questions
Yes — every new account starts with a 14-day free trial with full access to every feature. No credit card is required to sign up. If you love it, choose a plan to continue. If not, your trial simply ends — no charge, no hassle.
Absolutely. There are no contracts, no cancellation fees, and no questions asked. You can cancel your subscription at any time from your account settings. If you cancel, you’ll retain access through the end of your current billing period.
Olomon is a financial organization platform for modern wealth builders. It provides unprecedented visibility into both traditional and non-traditional assets, giving you total control of your finances in one secure dashboard. Olomon is designed for growth-minded individuals, families, entrepreneurs, and anyone building wealth who wants complete financial oversight.
Banks and investment apps only show individual accounts or portfolios. Olomon unites your disparate financial data across all institutions, providing full visibility into your complete financial picture — including traditional and alternative investments, real estate, business entities, document organization, and collaboration tools.
We accept all major credit and debit cards (Visa, Mastercard, American Express). All payments are processed securely through Stripe. Your card details are never stored on our servers.
Yes — we’re offering 41% off during our launch period. Once you lock in the current price, it’s yours for as long as you remain a subscriber. New subscribers after the launch period will pay the standard rate.
Enterprise-grade security is foundational to Olomon. We use AES-256 encryption at rest, TLS 1.3 in transit, SOC 2 compliance, multi-factor authentication, and a non-pooled, household-isolated architecture. Your data is yours — portable, exportable, and never sold.
A live Personal Financial Statement shows your complete financial picture — assets, liabilities, and net worth — updated automatically in real-time from connected accounts. This comprehensive view enables better decision making and ensures your financial team always has accurate, current information.
Yes. You can switch from monthly to yearly billing at any time to take advantage of savings. When upgrading to yearly, you’ll receive a prorated credit for the remainder of your current monthly billing cycle.
Financial peace of mind isn't something to postpone.
Take Control with Olomon today.
Start Your Free Trial14 days free. No credit card required.
Enterprise-grade security. Client-owned data.
AES-256 encryption at rest and TLS 1.3 in transit. SOC 2 compliance. Non-pooled, household-isolated architecture. Role-based access controls with MFA. Every action logged with a complete audit trail. Your data is yours — portable, exportable, and never sold.
SOC 2
Compliant
AES-256
Encryption
TLS 1.3
In transit
MFA
Enforced