Olomon provides a centralized, client-controlled record that aggregates a household’s financial accounts, legal entities, documents, professional contacts and important decisions so families retain ownership of their financial history. The platform enables permissioned access for financial advisors, attorneys and certified public accountants so multiple professionals can collaborate from the same current record. Early users are testing support for insurance policies, private investments, estate structures, accounts and business entities. Olomon plans to develop professional infrastructure with reliable permission controls and collaboration tools for advisors and other professionals. The company raised an oversubscribed $2.6 million pre-seed round and its founder and CEO, Jeremy L. Bolls, personally participated in the financing. Olomon intends to exit invitation-only early access and make advisor onboarding generally available in the third quarter of 2026.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Jul 2026