Request a security review
We know that trusting a platform with your financial data is a serious decision. If you need to dig deeper before moving forward, we're ready to walk you through it.
This form is for individuals, families, and firms who want a closer look at how Olomon handles data security, compliance, and privacy before moving forward. Submit your request and our team will follow up to schedule time with the right person.
More about our security architecture:
SOC 2 Type II certified
Independent verification of our security controls, availability, and confidentiality practices.
AES-256 encryption at rest
All stored data encrypted using industry-standard protocols.
TLS 1.3 in transit
All data in motion encrypted end-to-end.
Full audit trail
Every permission change, data access, and modification logged.
Behavioral security
Four guarantees, built into how the system works.
Security usually means keeping outsiders out. Olomon goes further. The architecture controls what the AI can access in the first place, so the right intelligence reaches you without the wrong details ever leaving their lane.
01
Your household exists in its own environment.
No shared infrastructure with other users. Your record is separated at the architecture level, with two independent barriers between your data and everyone else’s.
02
The AI analyzes your finances. It never sees your identifying information.
Account numbers, Social Security numbers, and tax identifiers are kept out of the model entirely. The information that creates real exposure if compromised stays walled off, always.
03
Every figure is sourced, not generated.
Numbers in your Olomon outputs trace back to verified entries in your record. The system doesn’t estimate, interpolate, or fill gaps with model output.
04
You see the full picture. Your advisors determine next steps.
Olomon shows you what’s in your record and surfaces what’s incomplete. Decisions stay with you and the people you’ve brought in to help.
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
“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