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.

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 issue. It was a context issue. And after losing my father at eleven, I learned early how heavy life becomes when clarity is missing. That shaped how I lead my family and my companies. It made me believe that preparation is love, and clarity is a gift. But there was no tool that gave me, or the people supporting me, the true, living context of my financial world. That’s the core mission behind Olomon: Give every person a live, organized, contextual view of their financial life, and give their advisors the visibility to serve at the highest level. We’re solving a universal problem: most people have financial pieces, not a financial system. Everything is scattered and static. Businesses have systems of record. Families don’t. And here’s the truth people rarely talk about: finance doesn’t actually live in categories...it lives in projects. Selling a business, buying a property, restructuring debt, planning for a child, preparing for legacy—these are projects that cut across accounts, documents, advisors, and decisions. Yet no tool supports that reality. As we’ve built, our approach evolved from the live balance sheet, to deep context, to embracing the project-based nature of real financial life. Now we’re creating tools that not only organize your world, but also connect the people who help support it, in the way life really happens. At its heart, Olomon is about clarity: for today, for your team, and for the legacy you leave behind.

I had been searching for a product to help me get a full view of my finances, and couldn't find anything that worked for my use case. I finally found Olomon through Jeremy Bolls. Olomon helped me get a comprehensive understanding of my business & personal finances which led me to better, more productive conversations with my financial advisor, as well as feeling more confident about investment decisions moving forward.

Olomon

Financial organization for modern wealth builders

Financial organization for modern wealth builders