What is Silvia?

Silvia functions as an AI-powered "Personal CFO" available 24/7 through various communication channels such as phone, chat, or email, delivering users tailored financial insights by integrating data from over 10,000 accounts, including prominent institutions like Fidelity, Vanguard, Robinhood, Zillow, and Coinbase. This cutting-edge service continually tracks both assets and liabilities, providing a unified and real-time overview of net worth, real estate, vehicles, and investments, among other holdings. Users are instantly alerted to any financial changes, such as unexpected charges or new paycheck deposits, while Silvia provides a comprehensive analysis of diversified portfolios and forecasts future net worth by taking into account elements like asset distribution and depreciation. Beyond spotting discrepancies, it offers customized guidance on tax issues and financial objectives, ensuring users maintain clarity about their financial situation. With a steadfast focus on security and privacy, all data is encrypted during transmission and storage, and anonymized to safeguard user identities and sensitive credentials. This dedication to user safety not only fosters trust in the platform but also establishes it as a dependable financial ally. Moreover, the user-friendly interface enhances accessibility, allowing individuals to navigate their financial landscape with ease and confidence.

Screenshots and Video

Silvia Screenshot 1

Company Facts

Company Name:
Silvia
Date Founded:
2025
Company Location:
United States
Company Website:
www.cfosilvia.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Silvia Categories and Features

More Silvia Categories