Use Cases
Your complete financial picture, organized and accessible
No matter where you are in your financial journey, Olomon helps you gain confidence and clarity.
Use cases
Olomon brings clarity to your financial life
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 and visibility at any time.
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 entire financial landscape in one place — from stock options to rental income — gaining insights he’d been missing for years.
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 a clear roadmap if anything happens — no frantic searches, no missed accounts, no confusion.
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 recommendations based on his complete financial picture.
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 midst of rapid change.
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 on his net worth and tax obligations.
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 plan with confidence.
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, optimize tax strategies, and align their investment approach around shared goals.
Testimonials
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
Data security you can trust
We believe your financial data belongs to you, not corporations. That's why we've built Olomon with enterprise-grade security and privacy controls that keep you — and only you — in charge of who sees what. Your information is always encrypted, completely secure, and never sold.
Learn about our securityFinancial peace of mind isn't something to postpone.