Press & media

Press kit & media inquiries

Everything you need to write about Oakhold. For interviews, assets, or anything else, reach out anytime.

About Oakhold

Oakhold is an AI-powered personal CFO. It securely connects to a person's accounts (read-only, via Plaid), automatically tracks spending, forecasts cash flow, and answers money questions in plain English, helping people make smarter financial decisions with less stress.

Launch status: Oakhold is not publicly available and is not accepting connected financial accounts through this website. The current site offers placeholder download buttons until store listings are wired.

Founded: 2026
Category: Personal finance / AI
Headquarters: Remote-first
Assistant: Oakhold, the AI CFO
Availability: Prelaunch download

Media contact

For product questions, interviews, or fact checking, email press@oakhold.ai. Target response: two business days.

Download Oakhold

Brand assets

Logo files are in the public site assets. Product views use sample data and should be labeled “prelaunch product views.”

Press-ready boilerplate

Oakhold is a prelaunch personal-finance app designed to turn account activity into a daily brief, an inspectable cash-flow forecast, and plain-English answers. Its planned account access is read-only through Plaid; Oakhold cannot transfer or withdraw money. The product is currently represented by sample-data product views while download links await store listings.

Last verified June 14, 2026