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Olomon

Olomon

Private
United StatesFinTechhttps://olomon.com/

Last Round

Pre Seed

Jul 28, 2026

Total Funding Raised

$2.6M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Olomon is a WealthTech company that provides a financial system of record platform for complex households and their financial advisors.

Sector

FinTech

Verticals

Wealth Management, Financial Data, Personal Finance

Business Model

B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealthtechfamily office softwarefinancial system of recordwealth management platformfamily office as a servicefinancial data aggregationestate planning softwarehigh-net-worth wealth managementdocument managementworkflow automationSaaSB2B2Cfinancial homebaseasset tracking

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Olomon Comparables

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Olomon comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Annise
88%
leafplanner
87%
Vyzer
86%

Olomon Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedJul 28, 2026

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 28, 2026

    $3M raised from Jeremy Bolls and Jeremy L. Bolls.

  • Jul 11, 2024

    Grew 300% QoQ from 1 to 4 employees.

Olomon Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Olomon Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Olomon's valuation, stock price, and market status.

Firmographic Details

HeadquartersUnited States
Employee Range2
Year Founded2023
Last FundingJul 28, 2026

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