CFO Silvia

Silvia is an AI CFO built for serious investors. It connects every account, asset, and position, delivering institutional-grade analysis in real time, around the clock. Trusted by 15,000+ investors, tracking $50B+ in assets, with an average user net worth of $2.5 million.

What is Silvia?

Silvia is an AI-powered financial officer that consolidates all your financial accounts—banking, crypto, real estate, and personal assets—into a single view. It takes your connected accounts and assets as input and produces real-time analysis, goal tracking, and recommendations. Silvia runs as a web application and is built by ProCap Financial (NASDAQ: BRR).

Key Features

• Unified Account Aggregation — Connect every account, asset, and position from banks, brokerages, crypto wallets, and more, and view them as one number.
• Real-Time Analysis — Receive institutional-grade analysis around the clock, with no delay.
• Goal-Based Recommendations — Every recommendation is sized against your personal goals, not market benchmarks.
• Asset Valuation — Values non-priced assets like real estate, art, watches, and private investments at current market worth.
• Debt Monitoring — Tracks mortgages, HELOCs, and other debts, alerting you the day the math turns against you.
• Transaction Storytelling — Reads the story behind each transaction, remembering context for future reference.
• Security — SOC 2 Type II certified, read-only access, bank-level encryption.

Who is it for?

• High-net-worth individuals — Track a complex portfolio of accounts, assets, and debts in one place.
• Investors with multiple accounts — Consolidate brokerage, bank, crypto, and retirement accounts to see your true net worth.
• People with non-traditional assets — Value and monitor real estate, art, collectibles, and private investments.
• Busy professionals — Get a clear picture of your finances without logging into multiple portals.

What can you do with Silvia?

• Track net worth — See your entire financial life as one number, updated in real time.
• Monitor goals — Set financial goals and receive recommendations aligned with them.
• Manage debts — Get alerts when loan terms change or interest rates shift.
• Understand transactions — Know what each wire or transfer was for, even months later.

How does Silvia work?

Silvia connects to your financial accounts via read-only access, aggregates all data, and applies AI analysis to provide insights and recommendations. It continuously monitors your accounts and assets, updating your dashboard in real time.

Pricing

Free to use. Secure by design. SOC 2 compliant.