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What is Ormax AI?

Ormax AI is an all-encompassing, AI-driven platform specifically designed for private wealth management, offering a holistic view of every account alongside nine unique asset classes, a variety of currencies, and a clear time-weighted return. The platform efficiently connects brokerage accounts via Plaid, integrates cryptocurrency wallets and exchanges, and imports data from bank and broker statements while leveraging AI to process information from PDF, Excel, and CSV formats; it also consolidates manually held assets into one comprehensive portfolio that includes various entities, currencies, and asset categories. Users benefit from in-depth reporting that covers time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. Additionally, it is equipped to handle sophisticated multi-entity structures, such as trusts, LLCs, and multiple portfolios. Ormax AI distinguishes itself from alternatives like Kubera, Sharesight, Capitally, Exirio, and getquin by focusing on performance metrics rather than simply evaluating net worth. Created by a CFA charterholder and a former hedge-fund CIO, Ormax provides powerful portfolio tracking and analytical capabilities without offering personalized investment advice. This innovative solution marks a notable evolution in the realm of wealth management technology, further enhancing the tools available for discerning investors.

What is CFO Silvia?

CFO Silvia is a next-generation AI personal CFO built to give individuals institutional-level financial insight without institutional costs. It aggregates bank accounts, investment portfolios, crypto wallets, real estate, and valuable physical assets into one unified dashboard. CFO Silvia updates net worth and asset performance in real time, offering a constantly accurate financial overview. Users can interact with CFO Silvia through natural language chat to analyze investments, monitor cash flow, and understand portfolio risks. The platform proactively scans for financial inefficiencies such as excessive fees, tax drag, idle cash, and concentration risk. CFO Silvia provides alerts and prioritized recommendations to improve risk-adjusted returns. Advanced scenario tools allow users to simulate financial outcomes using Monte Carlo simulations and live data. CFO Silvia supports deep analysis of real estate, business income, and alternative assets. Built with bank-level encryption and strict access controls, the platform ensures maximum data security. CFO Silvia never stores banking credentials and maintains read-only connections. It empowers users to make smarter financial decisions with complete visibility and confidence. CFO Silvia brings elite financial intelligence to anyone, completely free.

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Integrations Supported

Integrations Supported

Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Redfin
Robinhood
Vanguard
Zillow

API Availability

API Availability

Pricing Information

$25/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Company Facts

Organization Name

CFO Silvia

Date Founded

2025

Company Location

United States

Company Website

www.cfosilvia.com

Categories and Features

Wealth Management

Not specified

Categories and Features

AI Finance

Not specified

Finance

Not specified

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