๐ข๐น๐ผ๐บ๐ผ๐ป ๐๐น๐ผ๐๐ฒ๐ $๐ฎ.๐ฒ๐ ๐ฃ๐ฟ๐ฒ-๐ฆ๐ฒ๐ฒ๐ฑ ๐๐ผ ๐๐๐ถ๐น๐ฑ ๐ฎ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐๐๐๐ฒ๐บ ๐ผ๐ณ ๐ฅ๐ฒ๐ฐ๐ผ๐ฟ๐ฑ
- 2 hours ago
- 1 min read
Olomon, a WealthTech startup founded by serial entrepreneur Jeremy Bolls, has closed a $2.6M pre-seed funding round. The round drew entrepreneurs, fintech investors, and financial-services professionals, several of whom already use the product. Bolls, who previously founded and exited the nonprofit software firm Kindful, said he is personally and substantially invested in the company.
Olomon is building what it calls a financial System of Record for complex households and their advisors. The platform is designed to serve as a structured, permissioned, client-owned record that sits beneath the dashboards, planning tools, and CRMs that families and advisors already use, holding accounts, entities, insurance policies, private investments, and estate structure in one canonical layer. That approach reflects a broader industry theme, Family Office as-a-Service, in which technology brings the holistic, high-touch coordination once reserved for family offices down-market and places clients and advisors at the center of a household's financial life.
The capital will fund three priorities: deepening the product so it captures everything a complex household's finances contain, strengthening the permissioned-collaboration model that lets advisors, attorneys, and CPAs read from the same client-owned record, and moving toward general availability, targeted for early Q3 2026. For advisors, platforms, and integrators, the effort points to a shared data layer that could reduce fragmentation across existing tools, and durable, family-owned financial records could reshape how households and professionals collaborate for years to come.
