Olomon

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.