Olomon has raised $2.6 million in an oversubscribed pre-seed round to develop what it describes as a financial system of record for households and the professional advisors who support them. The Brentwood, Tennessee-based company said the financing came from entrepreneurs, operators, fintech investors, and financial services professionals, including several people already using its platform. The capital will support product expansion, advisor-focused infrastructure, and the company’s planned transition from invite-only access to broader availability in the third quarter of 2026.
Addressing Fragmented Household Finances
Olomon is targeting a problem that becomes more pronounced as a household’s financial affairs grow more complex across bank accounts, legal entities, insurance policies, private investments, estate documents, and professional relationships. Much of that information is often scattered among institutions, software tools, email records, and individual memories, forcing families to repeatedly reconstruct their financial position during advisor meetings, tax preparation, or major life events. Olomon aims to replace that fragmented process with a single, permission-controlled record owned by the household rather than by a bank, custodian, or advisory firm.
A Shared Record for Professional Advisors
The platform is also designed for wealth advisors, attorneys, and accountants who frequently lack a complete and continuously updated view of a client’s financial arrangements. Through permissioned access, professionals can consult the same household-controlled record instead of separately collecting documents and verifying information before each planning conversation. Olomon argues that this structure could allow meetings to begin with analysis and decision-making, rather than spending significant time rebuilding the underlying financial picture.
How the Funding Will Be Used
The company plans to use the proceeds to deepen the range of information its system can accommodate, including accounts, ownership structures, insurance coverage, private assets, and estate-planning details. It will also invest in collaboration tools and operational infrastructure intended to make access reliable and scalable for advisors, attorneys, and certified public accountants working with multiple households. A further portion of the funding will support the move toward general availability, allowing professionals to onboard clients without joining the current waiting process.
Strategic Capital and Early Market Development
Although the round was described as oversubscribed, Olomon said one allocation remains available for a strategic partner connected to household finance or the advisory ecosystem. The company is seeking a participant whose industry position could contribute expertise, commercial relationships, or broader strategic value beyond the investment itself. Early-access users are currently testing whether the platform can provide a sufficiently complete and current record across the many financial components that complex households and their advisors must coordinate.
Founder’s Enterprise Software Background
Olomon was founded in 2023 by Jeremy Bolls, who serves as the company’s chief executive and has invested personally in the round. Bolls previously founded and led Kindful, a nonprofit customer relationship management platform that was acquired in 2021 by Bloomerang, a company backed by JMI Equity. His earlier experience building enterprise software for organizations managing large volumes of sensitive information provides relevant operating context for Olomon’s effort to establish a durable data layer for household financial management.
The pre-seed financing gives Olomon additional resources to test whether a client-owned financial record can become a dependable foundation for collaboration between households and their advisors. Its opportunity rests on reducing the repetitive, manual work involved in assembling financial information while preserving household control over access and portability. The company’s progress toward general availability in the third quarter of 2026 will provide an early indication of whether its system can gain adoption among financially complex households and the professionals serving them.