Olomon

What it does

Olomon is a next-generation wealthtech platform built around a live Personal Financial Statement—your assets, liabilities, entities, documents, and relationships all connected in real time. Unlike budgeting apps or advisor portals, Olomon adds context: who owns what, where it lives, how it’s structured, and who supports it. This unified system empowers families and advisors to collaborate with full clarity, make smarter decisions, and build an intentional legacy with confidence.

The financial System of Record for families and the advisors who serve them. One record, owned by you, shared with every advisor, attorney, and CPA on your terms.

The first true financial record that keeps up with your life. Every account, entity, document, and advisor relationship: organized in one place. Owned by you and shared with your family, advisor, attorney, and CPA on your terms. Which accounts are where. What the trust says. What your advisor knows and what your attorney doesn’t. You’re the only place it all exists. Every other part of your life has a system. Your medical history. Your legal documents. Your business data. Your finances never have. What you own, what you owe, who manages it, and every document behind it: one structured record, always current, always yours. Investments, properties, balances, loans, and debts: connected and…from olomon.com

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