Meet Silvia,
Your Personal CFO
An AI powered financial assistant that helps you track and grow your net worth. Call, chat, or email her for real-time insights into your finances, 24/7. Built by investors, for investors.
We take security seriously. Learn more about our security practices.
Free for portfolios under $100M. Pro starts at $2,500/yr.
All your money 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.
Ask Silvia. Get accurate answers.
You can call Silvia on your phone, email, or chat using the dashboard. Silvia tracks your money, spots what's off, provides guidance on taxes and goals, and keeps you on track.
Silvia Sends Alerts in Real Time
Get notified the moment something important changes — from unusual charges to paycheck deposits. Silvia watches your money, so you don’t have to.
What's the current value of my cars?
Silvia Analyzes Your Portfolio
From real estate to stocks to private investments, Silvia gives you one clear picture of where you stand—and where you’re headed.
How's my real estate portfolio doing?
Silvia Predicts Your Future Net Worth
Silvia factors in your car’s value, future depreciation, and overall asset mix to help you plan smarter and buy better.
How has my net worth changed this month?
Loved by our users
Trusted by 3,500+ high-net-worth clients tracking $9 billion+ in assets.
“Such an interesting and powerful tool that provides way more clarity than any of my former financial planners in the tradfi world.”
Will S.
“Seeing all my assets and liabilities clearly laid out on a single dashboard is incredible.
Like many, I was initially cautious about data security, but Shain thoroughly explained the platform's encryption practices and their commitment to achieving SOC 2 compliance. That gave me the confidence to move forward.
I'm so glad I gave Silvia a try, and I'm excited to see how Shain and his team continue to evolve the product.”
Ruchi N.
“Silvia has quickly become one of the most valuable tools in my financial life. Not only does it give me a real-time, 360° view of my finances, but the constant updates and new features make it feel like the product is getting smarter every week. Having access to a 'personal CFO' I can tap into anytime for questions or guidance has been a total game changer.”
Scott F.
Make smarter moves with Silvia
Join investors using AI to monitor risk, cut noise, and act with clarity.
Security & Privacy
Simply put, your data is encrypted. We do not have access to your bank credentials. Your data is anonymized, so our team cannot connect it to you either.
We understand that Silvia handles your sensitive financial data, and protecting it is our highest priority. Above are answers to some common questions you might have. If you have more, please don't hesitate to contact us at security@cfosilvia.com. We're happy to help!