Jeremy L. 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 nearly 13,000 users and $8.3B in tracked donations before its 2021 acquisition by JMI Equity-backed Bloomerang. He sits as chairman of Civitas Growth Partners-backed FundEasy and runs Bolls Capital, a founder-led family enterprise investing in founder-led platforms and real assets.
Roles
- Current
Founder & CEO — Olomon
- Current
Founder & Operator — Bolls Capital
Founder-led family enterprise investing in founder-led platforms and real assets
- Current
Chairman — FundEasy
Civitas Growth Partners-backed
- Past
Founder & CEO — Kindful
Nashville-based nonprofit CRM platform, acquired in 2021
Recognition
Press
- 2016Kindful Announces Series A Funding with Cultivation Capital — PR Newswire
- 2016Kindful picks up $3.5m for non-profit software — FinTech.global
- 2021Jeremy Bolls' FINTOP-backed Kindful sells to JMI-backed Bloomerang — Venture Nashville
Posts by Jeremy L. Bolls
- The Financial System of Record
Why Does Household Financial Clarity Break Down?
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.
June 29, 2026 · 10 min read - The Financial System of Record
Olomon and Vanta on Proactive Founder Planning
A recap of Olomon and Vanta's June 11 webinar on how founders can plan ahead across security, financial visibility, exit readiness, and support.
June 16, 2026 · 10 min read - Financial Organization
5 Financial Metrics Every Family Should Track Quarterly
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.
April 15, 2026 · 15 min read - The Financial System of Record
Why Every Household Needs a Financial System of Record
A household financial System of Record gives families and advisors one canonical record for accounts, entities, documents, decisions, and permissions.
April 1, 2026 · 18 min read - Wealth Building
How to Build Generational Wealth That Lasts
Generational wealth isn't about inheritance — it's about building systems. Here's a practical framework for creating wealth that compounds across generations.
March 20, 2026 · 15 min read - Estate & Legacy
Legacy Planning Made Simple: Peace of Mind 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.
July 9, 2025 · 14 min read - Wealth Building
Are You Your Family's CFO? Manage Family Finances
A practical family CFO framework for organizing household finances like a business: visibility, roles, metrics, advisors, and decision cadence.
June 25, 2025 · 17 min read - Wealth Building
Why Your Budget Fails and How to Fix It for Good
Why traditional budgets fail and how adaptive financial systems, real-time tracking, buffers, and decision triggers create better money management.
May 14, 2025 · 15 min read - Wealth Building
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.
April 16, 2025 · 17 min read - Wealth Building
How to Manage Your New Wealth After a Financial 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.
April 2, 2025 · 15 min read - Wealth Building
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.
March 19, 2025 · 14 min read - Financial Organization
Manage Financial Stress When Wealth Feels Scattered
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.
March 5, 2025 · 9 min read - Financial Organization
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.
January 15, 2025 · 13 min read