NOW YOU HAVE SILVIA.
Wealthy people have access to expert advisors and the best financial insights to help make them more money. But artificial intelligence can now do it better and cheaper than those teams. We built Silvia to level the playing field. Meet Silvia, your personal CFO.
Wealthy people have access to expert advisors and the best financial insights to help make them more money.
But artificial intelligence can now do it better and cheaper than those teams.
We built Silvia to level the playing field. Meet Silvia, your personal CFO.
3,000+ investors trust Silvia
to track over $9 billion in assets
Track all your wealth in one place
Connect over 10,000+ bank accounts, crypto wallets, trading accounts. Track your physical assets like cars, watches, jewelry, real estate, and more. All in one simple dashboard.
"Before Silvia, I had all my assets in a massive excel sheet that I updated once a month.
So Shain and I built Silvia to keep track of everything in real time giving me a up to date view of my finances."
— Anthony Pompliano
What users are saying
Chat
Got financial questions?
Silvia's got answers.
Chat
Got financial questions?
Silvia's got answers
Silvia uses your full financial picture to deliver accurate, context-aware answers. It remembers your preferences, can look up various data sources, and uses the latest AI models to give you accurate answers.
Available 24/7 over
Silvia uses your full financial picture to deliver accurate, context-aware answers. It remembers your preferences, can look up data sources, and uses the latest AI models to give you accurate answers.
Available 24/7 over
Radar
Silvia's always
looking out for you
Silvia scans your portfolio for costly mistakes:
- •concentration risk
- •high fees
- •tax drag
- •idle cash
- •...and more.
Get a clear, prioritized plan to tighten things up and improve your risk-return.
LAUNCHING SOON
Radar
Silvia's always
looking out for you
Silvia scans your portfolio for costly mistakes:
- •concentration risk
- •high fees
- •tax drag
- •idle cash
- •...and more.
Get a clear, prioritized plan to tighten things up and improve your risk-return.
LAUNCHING SOON
Scenarios
What happens if...?
Scenarios
What happens if...?
Get deep research on "what if" scenarios in 5-10 minutes.
With access to the web, the latest financial data, and your portfolio as context, Silvia can create research reports with:
- •Charts to visualize data
- •Run Monte-Carlo simulations
- •Simulate financial outcomes
- •Search the web
- •Lookup real-time data sources
- •...and more!
Get in-depth research reports on "what if" scenarios in 5-10 minutes.
With access to the web, the latest financial data, and your portfolio as context, Silvia can create research reports with:
- •Charts to visualize data
- •Run Monte-Carlo simulations
- •Simulate financial outcomes
- •Search the web
- •Lookup real-time data sources
- •...and more!
Security, as you might imagine, is paramount.
How we ensure our users are safe:
- •Bank-level encryption: All data is encrypted in transit and at rest
- •We will never sell your data
- •We delete your data from our primary database when you delete your account
- •Maintain an audit trail for all data access sessions internally
For your safety, never upload directly into Silvia:
- •Your Social Security numbers
- •Personal identification documents such as passports, national ids, etc
- •Highly sensitive information in Silvia that would be risky if compromised.
What happens if Silvia's servers are breached?
We don't store your banking credentials, so they would be safe.
All your data is encrypted at rest. Even if someone gained access to a database backup, they wouldn't have the key to decrypt it.
YOUR DATA IS SECURE AT EVERY STEP
Our Servers
All our databases and file storage have their content encrypted while stored and when they are backed up. This protects against unauthorized access, copying, transfer, or retrieval of your data from our servers.
Even if someone gained access to a database backup, they wouldn't have the key to decrypt it.
Our Team
Our support team does not have access to your personal data for debugging and customer support.
Decryption keys to access user data during routine maintenance is only by the CEO. Even their access is logged and audited.
Data is unmasked strictly on a need-to-know basis. Only team members who require access to improve or operate the system can unmask and access data.
When team members perform routine maintenance, debugging, or servicing of the system, they're required to provide a valid reason. We maintain an audit trail for all data access sessions.
Your Institutions
Bank Accounts: We use Plaid to connect to your bank accounts. Your banking credentials are entered by Silvia. We have read-only access, meaning we can't make any transactions on your behalf.
Crypto Accounts: For crypto exchanges like Coinbase, your accounts are connected via OAuth. Your account credentials are entered directly on Coinbase's official OAuth login page.Your credentials are never stored by Silvia. We have read-only access, meaning we can't make any transactions on your behalf.
Credential Storage: We never store your banking or crypto credentials on our servers.
Your Browser
We use HTTPS on all pages, and HSTS to ensure browsers only ever connect to us over a secure connection. This protects your data while it travels between our servers and your browser.
If you believe you've found a security issue in our product or service, we encourage you to let us know at security@cfosilvia.com.
We also are committed to engage with external security firms to review our application security.