Olomon
Olomon is a company based in United States. Builders in Fintech has recorded 1 equity round for Olomon: a pre-seed round of $2.6M on 28 July 2026.
Added ·
- $2.6M
- Pre-seed · $2.6M · 28 July 2026
Timeline
Pre-seed · $2.6M
All funding rounds in the database
Product
Client-owned financial record shared with advisors, attorneys and CPAs
Wealth and investing
Olomon is a financial system of record for complex households and the advisors, attorneys and accountants who serve them. The household owns one structured record of its accounts, entities such as LLCs and trusts, documents, beneficiaries and advisor relationships, and gives professionals permissioned access on its own terms. Features include a real-time net worth view, estate document organisation, business entity tracking, searchable uploaded documents with text extraction, and daily valuation of crypto holdings held on exchanges or in cold wallets. Olomon positions itself as the layer beneath budgeting tools, dashboards, CRMs and planning tools, and says it uses enterprise-grade security.
Agent-Ready 1/5
- Discoverable — Can an agent find and read it?Found
- Documented — Can it understand the API without a login?Not found on 3 November 2026
- Testable — Can it try the API without a sales call?Not found on 3 November 2026
- Connectable — Can it connect directly (MCP)?Not found on 3 November 2026
- Trusted — Can it see who runs it securely?Not found on 3 November 2026
Not in our registers
Standard v0.1.1 · checked 3 November 2026
Description from the company website · Source