Olomon, a Brentwood, TN-based provider of a financial System of Record, has raised $2.6M in oversubscribed pre-seed funding. The platform creates a client-owned, structured data layer that unifies accounts, entities, documents, and advisor relationships for households with complex finances. The capital will expand product depth in account and entity management while building advisor collaboration infrastructure ahead of general availability in early Q3 2026.
WealthTech Seeks Canonical Data Layer
The timing aligns with growing demand for infrastructure that sits beneath existing wealth tools. Addepar raised $230M Series G in May 2025, while Masttro secured $43M growth equity in 2023. Olomon's approach — a permissioned record owned by the family rather than the advisor firm — targets the gap between fragmented personal tools and enterprise platforms.
Fragmented Records Cost Families Time
Complex households typically manage 15 or more accounts, 5 to 10 legal entities, and 4 to 8 professional advisors. Data scatters across disconnected systems, forcing quarterly reviews to begin with reconstruction instead of advice. Current solutions either serve only consumers or lock records inside advisor-owned CRMs, leaving no portable source of truth.
Structured Record Unifies Family Finances
Olomon models accounts, trusts, LLCs, insurance policies, and documents as typed, versioned objects with automated valuations for real estate and crypto. Granular permissions let owners share role-specific views with advisors, attorneys, and CPAs while maintaining an audit log. The platform differs from dashboards by serving as the canonical layer that other tools can read from.
"No single, durable record of a household's financial life has ever existed. A real record, owned by the family, legible to the people who need it, and built to survive any single person." — Jeremy L. Bolls
Insider Investors Signal Product Fit
The round drew entrepreneurs, fintech investors, and financial-services professionals, several of whom already use the product. Founder Jeremy Bolls invested personally and substantially. Backers remained undisclosed, consistent with an insider-heavy syndicate that validates demand from domain experts rather than passive capital.
Wealth Management Software Expands Rapidly
The personal finance software market is projected to grow from $1.43B in 2026 to $2.57B by 2034 at 7.6% CAGR per Fortune Business Insights. The wealth management software market is expected to reach $18.8B by 2033 at 14.7% CAGR according to Grand View Research. Intergenerational wealth transfer and rising account complexity are pushing demand for client-owned records that persist across advisor relationships.
Serial Founder Brings Exit Experience
CEO Jeremy Bolls previously founded Kindful, a nonprofit CRM acquired by JMI Equity-backed Bloomerang in 2021. The liquidity event exposed the exact coordination problem Olomon now solves: moving from cash-poor founder to managing multiple entities and advisors without a unified record.
Path to General Availability Set
Funds support deeper coverage of private investments and estate structures plus robust multiplayer features for professional teams. The company targets general availability in early Q3 2026 after operating in early-access mode with design partners.