Founder · product & engineering
Owns the product, forecast behavior, security decisions, and customer feedback loop. A verified name, photo, and work history will be published before the private beta accepts connected financial data.
About us
We're building the CFO everyone deserves
Big companies have a Chief Financial Officer guiding every decision. We think you should too: in your pocket, powered by AI, working quietly for you.
Why we built Oakhold
Most people don't have a spending problem. They have a clarity problem. The information is scattered across apps, statements, and accounts, and by the time you add it up, the month is already over.
We started Oakhold to close that gap: connect your accounts once, and get a calm, intelligent view of where you stand and where you're headed, plus an assistant you can actually ask “can I afford this?”
Oakhold is the AI assistant at the heart of the app. It reads your real numbers and gives specific, personal guidance, the kind a great CFO would, minus the six-figure salary.
Founder note
Financial software should be accountable before it asks to be trusted.
I started Oakhold because a bank balance answers the wrong question. People need to know what is already spoken for, what could change, and how certain that view really is.
Oakhold is prelaunch. That means the honest version of this page must also say what is unfinished: public founder verification, the registered company identity, independent security review, and production support operations. Those disclosures are launch gates, not copy to fill in later.
Until then, product views use sample data, download links are not wired to store listings, and no visitor is asked to connect a financial account.
Isaac, Founder of Oakhold
Company & contact
- Product name
- Oakhold, your personal CFO
- Legal entity
- Not yet published. Required before connected-account beta.
- Support
- support@oakhold.ai
- Security reports
- security@oakhold.ai
- Response target
- Two business days prelaunch; urgent security reports prioritized.
Team & ownership
Who is responsible
Oakhold · AI assistant
A product system, not a person or fiduciary. Oakhold explains the data it used, labels uncertainty, asks before changing an in-app plan, and cannot move money.
What we value
The principles behind every decision
Trust before everything
We hold the most sensitive data there is. Read-only access, encryption at rest and in transit, and privacy-first defaults are non-negotiable.
Clarity over complexity
Money is stressful enough. Oakhold turns statements and spreadsheets into plain-English answers anyone can act on.
On your side
We make money when you do better with yours, never by selling your data or pushing products you don't need.
Ship with care
We move quickly, but financial software earns trust slowly. Every release is tested like your money depends on it, because it does.