Silvia

Silvia is an AI personal finance product for self-directed investors who want portfolio-level analysis instead of budgeting apps. Users connect brokerage accounts from institutions like JP Morgan, Fidelity, Charles Schwab, and Robinhood, layer in private investments, real estate, and other alternative holdings, then ask questions about tax optimization, mortgage decisions, estate planning, and hidden portfolio risk. Today's Silvia 2.0 release, announced by co-founder Anthony Pompliano, keeps the underlying product intact and ships a refreshed interface for the same base of investors already using it. Silvia, also known as CFO Silvia, was founded by Pompliano and Shain Noor out of frustration with outdated personal finance tools emphasizing budgeting instead of wealth creation. The company positions itself as a domain-specific AI for finance rather than a general assistant, with real-time updates and advanced analyses like long-term simulations, investment research, and tax optimization running across a user's connected accounts. The launch video claims the product now serves tens of thousands of investors ranging from beginners to millionaires and billionaires, and highlights accuracy on tax and mortgage questions as a specific wedge. The timing matters because Silvia is no longer a standalone startup. ProCap Financial, the first publicly traded agentic finance firm, recently completed its acquisition of CFO Silvia, an AI model and agent lab exclusively focused on finance. That gives this 2.0 release unusual distribution for a consumer finance tool, since it now sits inside a Nasdaq-listed parent (BRR) led by the same founder pitching it directly to retail investors.