Olomon – Financial organization for modern wealth builders

Summary: Olomon is a wealthtech platform centered on a live Personal Financial Statement that connects assets, liabilities, entities, documents, and relationships in real time. It provides contextual insight into ownership, structure, and support, enabling families and advisors to collaborate with full visibility and make informed decisions.

What it does

Olomon unifies scattered financial information into a single system that reflects the real-time status and context of a user’s financial life. It organizes data around projects like selling a business or planning legacy, linking accounts, documents, and advisors accordingly.

Who it's for

It is designed for families and their advisors who need a comprehensive, connected view of complex financial situations and collaborative management.

Why it matters

Olomon addresses the fragmentation of financial data by providing a live, contextual system that supports decision-making and legacy planning beyond static categories.