A Letter From the Founders
Dear Therapist,
Loma didn't begin as a business plan. It began quietly in the ordinary moments like late-night conversations, shared frustrations, and a simple belief that things should be easier.
I always knew I wanted to be a psychologist. Like many of us, I followed the long road: training, supervision hours, exams, paperwork, and a deep commitment to doing meaningful work. When it came time to open a practice, I assumed the hardest part would be the clinical work.
It wasn't.
The real challenge was everything surrounding the work: filings, licensing, banking decisions, compliance, and the constant questions that lingered in the background: Am I doing this correctly? What happens if I'm not?
I found myself spending more time in portals and spreadsheets than with the people I wanted to help. It didn't feel fair, or sustainable, and it certainly wasn't why any of us entered this field.
Meanwhile, Grant had spent his career building systems that helped entrepreneurs run modern, resilient businesses. He believed therapists deserved the same: autonomy, clarity, financial stability, and tools that actually remove work rather than add more to the to-do list.
We believe therapists deserve a clearer path:
A path that feels supportive, not overwhelming.
A path that respects your time and your identity.
A path that allows you to focus on your craft, not administrative hurdles.
Loma is more than software. It's a guided path into private practice. We built it to remove the confusion, reduce the administrative burden, and help you step confidently into a practice that reflects your worth.
If you've ever thought, "There has to be a better way," — you're right.
We're building it for you.
Warmly,
Montana and Grant
Noticing the Problem
Montana kept hearing the same thing from colleagues and trainees: starting a private practice felt overwhelming, confusing, and financially risky. At the same time, Grant recognized familiar patterns from his fintech work, skilled people held back not by talent, but by systems.
"It became impossible to ignore how many therapists wanted independence but did not know where to begin."
Taking the Leap
By August, it was clear this wasn't just a personal frustration, many therapists were facing the same hurdles. That realization turned into action: building a supportive experience that helps therapists start their practices with confidence.
"We realized therapists needed more than software, they needed a partner."
Building the Foundation
In September, they mapped out exactly what stands between therapists and autonomy: formation paperwork, state registrations, CAQH setup, and the financial tools needed to run a practice. The earliest version of Loma began to take shape.
"We built the tool Montana wished she had when she started her practice with Emily back in 2021."
Early Development
October brought the first real flows: incorporation, credentialing, and therapist-friendly banking. The product became what they had envisioned, simple, thoughtful, and grounded in elegant simplicity.
Private Beta
By November, a small group of clinicians stepped into Loma for the first time. They formed their businesses, set up banking, and built the beginnings of independent practices, with support that finally felt like support.
"This was the moment dreams started turning into real-life practices."