Financial empowerment starts here.

No matter where you are in your financial journey, Olomon helps you gain confidence and clarity.

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Use cases

1. Get clear insights into your assets

Tired of jumping between documents, spreadsheets, and notes to see your full financial picture? Or relying on your financial team to translate it all? With Olomon, all your data is in one place — traditional and alternative investments, real estate holdings, digital assets, and more. You have full control.

The Scattered Investor's Revelation

Michael, a tech executive, had assets scattered across brokerage accounts, private equity, rental properties, cryptocurrency, and startups. When his CPA asked about forgotten crypto transactions during tax season, Michael realized he needed a better system. After implementing Olomon, he could view his complete financial landscape in one place, identifying overlooked tax opportunities and making informed decisions.
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2. Make wealth transfer & legacy planning seamless

Offer your loved ones peace of mind when it matters most. Olomon helps you intuitively organize your asset information, account details, and financial contacts, so it makes sense to anyone — even those unfamiliar with your financial structure.

The Family Compass

After witnessing her sister-in-law struggle to locate accounts and documents following her husband's death, Eleanor used Olomon to document her entire financial life. She organized account numbers, passwords, professional contacts, and digital copies of important documents. Now her adult children have secure access to a complete roadmap of her financial life, meaning they won't face added overwhelm during an already difficult time.

3. Share key info with your whole financial team

Olomon arms your advisors, accountants, and financial professionals with the exact data they need to make informed decisions and support you cohesively. Our collaboration features give you full control over access levels, while empowering your team to make smarter moves on your behalf.

The Coordinated Advisory Team

David, a business owner, was frustrated when his financial advisor made recommendations without considering his recent real estate transactions. Shifting to Olomon took his team from fragmented to informed. David can selectively share data with his advisors, and his team can make smart, collaborative decisions that grow his business.

4. Navigate wealth events with ease

Organization is all the more critical when you're facing a major influx of assets, like selling a business, landing a high-paying job, receiving an inheritance, or cashing out stock options. Olomon helps you seamlessly navigate the big moments, so you can achieve structured clarity even in the face of overwhelm.

The Startup Windfall

When Alex's startup was acquired, his stock options turned into a seven-figure windfall, instantly complicating and boosting his finances, at the same time. Fortunately, he had Olomon to help methodically organize his new reality, from securely storing paperwork to analyzing the big picture impact of his gains. An overwhelming financial moment turned into an organized foundation for his family's future.

5. Make the most of life's milestones

It's common to crave certainty when you're navigating life's major milestones, like marriage, college planning, and retirement. Olomon offers the structure and clarity you need to make thoughtful decisions when it really counts. Get a comprehensive picture of your finances, so you can breathe easy and appreciate the moment.

The New Chapter

When Sarah and Jason got married, they needed to merge their established financial lives — different investment approaches, separate retirement accounts, and Sarah's rental property. With Olomon, they catalogued their combined finances and discovered easy opportunities to consolidate accounts, which offered them a neat, structured financial roadmap for their shared future.

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Financial empowerment starts here.

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