Silvia is an AI CFO built for serious investors. Connect every account, asset, and position. Receive institutional-grade analysis — in real time, around the clock.
Free to use. Secure by design. SOC 2 compliant. Learn more.
Most of what makes a wealth advisor great is not technical. It's care, memory, patience, and an absence of agenda. Silvia happens to have all four — in the kind of quantities a human being cannot.
The bond you bought in 2019. Your daughter's college timeline. The conversation about your in-laws' trust last March. The thing that made you nervous in 2020 — and adjusts accordingly. She doesn't ask twice. She doesn't forget once.
She isn't trying to sell you anything. There is no fund she earns more on. No quarterly reshuffle she has to justify. No managing director she's auditioning for. The only thing she is paid to do is make you wealthier, more carefully, over a longer horizon than most people remember to plan for.
Most advisors have to be persuaded into the long view. Silvia starts there. She thinks the way old money thinks — slowly, patiently, with the next generation already in mind. She is not interested in what is hot. She is interested in what compounds.
For most of the last century, there was only one way to have what Silvia is. You had to be wealthy enough to assemble her, piece by piece, and put her on retainer.
Each one, at a real firm, is a specialist. Each one knows their corner of the work very well. None of them know yours. Silvia is the rarer thing — each of them, fluent. And one person, paying attention to one client, with a memory that doesn't fade and a horizon that doesn't end at five o'clock.
Most people think their finances are hard because the math is hard. The math is not hard. What is hard is that your financial life is a messy, layered thing — and almost no one is paid to look at all of it at once. There are, in the end, five problems she solves for you. Quietly, every day, before you ask.
Everything from banking, crypto, real estate, down to your fancy watch.
Silvia is helping sophisticated investors find counter-intuitive ways to invest their money, finding opportunities that the rest of the market misses.
Free forever. No card required. Upgrade only if Silvia earns it.
Start building your full financial picture with Silvia.
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Bank connections pause refresh after 30 days of inactivity. Reconnect anytime.
For active investors who use Silvia regularly.
$200 billed annually · Cancel anytime
For power users running serious workflows.
Billed monthly · Cancel anytime
Join 12,000+ investors who trust Silvia to track, analyze, and protect their entire financial life.
At rest and in transit.
Bank-grade, every byte.
She sees your accounts.
She cannot move money.
Bank logins live with Plaid.
Crypto, with OAuth.
Your data isn't a product.
Not now. Not ever.
Every internal access is
logged. Even the CEO's.
Close your account.
Your data goes with it.
SOC 2 Type II certified for security & data handling — the same standard trusted by banks and Fortune 500 companies.
Found a security issue? Write to security@cfosilvia.com.
