SolomonPartner with Solomon

Solomon: The Operating System for the Modern Family Office.
One Interface. Infinite Scale.

Solomon is the first unified platform that closes the 'Funding Gap' (the chasm between traditional wealth management and modern, scalable technology) and automates the highest standard of fiduciary care across every tier of wealth.

Solomon delivers:

  • •One Source of Truth: A unified, dual-tier asset ledger for complete clarity.
  • •Infinite Scale: From $2M "Millionaire Next Door" to $100M+ Multi-Generational Dynasties.
  • •Automated Fiduciary Care: Highest standard of compliance and management, automatically.
Partner with SolomonView Platform Overview
Solomon Unified Interface - Green Field vs Dynasty Trust

One Source of Truth

Dual-Tier Asset Ledger

The Operational Void

Your Technology Stack is Forcing You to Choose Between Scale and Sophistication.

For too long, you’ve been trapped in a binary choice: retail-level tools that can’t handle complexity, or clunky legacy mainframes that make smaller accounts unprofitable.

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The "Empty Shell" Risk

Most trusts are "unfunded"—mere paper documents with no assets. This is the single greatest point of failure in wealth management, exposing you and your clients to massive probate and litigation risk.

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The MFO Bottleneck

Tracking alternative assets (Real Estate, Private Equity, Crypto) manually in spreadsheets is a liability, not a strategy.

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The Compliance Burden

Serving as a fiduciary requires the "highest standard of care." Without automated oversight, you are one human error away from personal liability.

Democratizing the Dynasty

We Built the Engines that Power the Industry. Now, We’ve Unified Them.

Solomon isn't a startup; it’s an evolution. We’ve integrated the core DNA of two market-leading engines into a single, seamless experience.

We’ve taken the sophisticated tools of the $500M SFO and made them profitable for the $2M "Green Field" client. Solomon is your Digital Co-Pilot.

S
The Guardian Engine
Proven multi-source "bucket" accounting for strict tax segregation and 5500-EZ compliance.
S
The Lion Engine
The industry standard for alternative asset administration and proactive "prohibited transaction" risk mitigation.

The Promise

"We provide institutional-grade treasury management for every tier of wealth."

One Source of Truth

Three Distinct Portals. One Unified Asset Ledger.

Our architecture ensures that every stakeholder has the exact interface they need, powered by a single mathematical source of truth.

A

Grantor

T

Trustee

B

Beneficiary

Unified Asset Ledger (Engine Core)

The ArchitectThe Grantor Portal
  • •Guided onboarding via a Situs Recommendation Engine and Trust Creation Wizard.
  • •Context-sensitive warnings to prevent "The Trustee Location Trap" and other costly legal errors.
The Administrator CockpitThe Trustee Portal
  • •Professional-grade command center for asset management and distribution workflows (Stripe Connect).
  • •Three-Way Trust Reconciliation and integrated banking that eliminates manual branch visits.
The Recipient ViewThe Beneficiary Portal
  • •Transparent, read-only access to distribution history and document vaults.
  • •Respecting "Quiet Trust" provisions while providing necessary visibility.

The Core Differentiator

Solving the "Funding Gap"

A trust is just an "empty legal shell" until it is funded. Solomon transforms this manual nightmare into a trackable, automated project.

🔌
Plaid-Powered Inventory
Instantly aggregate all external accounts to build a comprehensive asset list.
📋
Asset-Specific Checklists
Tailored funding plans for Real Estate (automated deeds), Financial Accounts (pre-filled forms), and Business Interests.
📊
Real-Time Status Tracking
A visual dashboard that tracks assets from "Not Started" to "Fully Funded".

Funding Dashboard Prototype

Smith Family ResidenceFully Funded
Vanguard Brokerage AccountIn Progress (Awaiting Form)
Private Equity Interest (LLC)Not Started

The Shift

From Friction to Flow

Slide to see how Solomon replaces manual administrative debt with automated institutional clarity.

S
SolomonOS
OverviewTaxLegal

Total Family Optimization

+12.4%
$142,850,000

Tax Savings (YTD)

$3,240,000

Active Entities

14 / 14 Compliant

Live Activity

Distribution Sent

2m

K-1 Uploaded

1h

M&A Deal Room

3h

Trust Decanted

5h

Solomon: Automated Legacy
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Legacy: Manual Risk
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The Scalable Growth Path

A $250 Million Immediate Revenue Opportunity

Solomon enables you to capture market share across every tier of wealth with institutional-grade automation.

Tier 3

Solomon Enterprise ($100M+)

The Dynasty Architect

Advanced support for Perpetual/Dynasty trusts, GST tax modeling, and trust "decanting" strategies.

Tier 2

Digital Trustee Pro ($20M – $100M)

The Fractional CFO

Integrated banking, tax preparation support (Form 1041), and sophisticated asset protection tools.

Tier 1

Digital Trust Essentials ($2M – $20M)

The "Green Field"

High-volume, low-overhead automation. Profitably serve clients you used to turn away.

Total Addressable Market

$124 Trillion

Intergenerational Wealth Transfer

The Path to Deployment

A Proven Transition to Institutional Scale

1
Portfolio Audit
We identify your immediate "Green Field" and Enterprise efficiency gains.
2
White-Label Onboarding
Deploy Solomon under your brand, integrated with your preferred banking partners.
3
The Unified Migration
Move your 401(k)s, IRAs, and Trusts into a single, immutable ledger. You are now the Architect of Legacy.

The Transformation

Stop Reacting to Paperwork. Start Architecting Legacies.

Without Solomon, you are limited by staff capacity and manual friction. You are a recordkeeper.

With Solomon, you become the indispensable hub of your client's financial universe, commanding premium fees while reducing operational risk.

The Solomon Shift:

  • ✓

    Institutional-grade treasury management

  • ✓

    Compliance-as-a-Service automation

  • ✓

    Unlimited horizontal scale across wealth tiers

  • ✓

    Immutable fiduciary audit trails