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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.
OlomonFinancial organization for modern wealth builders
Jeremy L. Bollsleft a comment
After selling my last company, Kindful, to private equity, I had great advisors around me: accountants, attorneys, wealth managers. But even then, I wasn’t satisfied with how fragmented my financial life felt. Everyone was doing their best, but no one had the full picture. My assets were in one place, liabilities in another, entities scattered, documents buried in email. It wasn’t an expertise...
OlomonFinancial organization for modern wealth builders