Pinned Tweet
A few months ago someone close to me lost her husband out of nowhere.
He handled all the money. She didn't know what accounts they had, where the insurance was, or who to call first. She's still piecing it together.
It made me realize how many families are one person away from the same thing.
So we built Silvia Legacy.
You choose the people you trust. If something happens to you, they get a package with a summary of your finances, a spreadsheet of every account and asset, the documents you uploaded, and a personal note from you.
I can't change what happened to her. But I can make sure fewer people end up where she was.
cfosilvia.com/blog/silvia-le…
He handled all the money. She didn't know what accounts they had, where the insurance was, or who to call first. She's still piecing it together.
It made me realize how many families are one person away from the same thing.
So we built Silvia Legacy.
You choose the people you trust. If something happens to you, they get a package with a summary of your finances, a spreadsheet of every account and asset, the documents you uploaded, and a personal note from you.
I can't change what happened to her. But I can make sure fewer people end up where she was.
cfosilvia.com/blog/silvia-le…
11
13
63
11,974
Bankrate found that 2 in 5 people in committed relationships have kept a financial secret from their partner.
I’d bet a lot more just don’t know what’s in the accounts, because one person handles everything. That’s the problem we’re solving here.
I’d bet a lot more just don’t know what’s in the accounts, because one person handles everything. That’s the problem we’re solving here.
Today we are launching the ability to share access to your @cfosilvia account with a spouse or partner.
You can both see your accounts, your assets, and your conversations in a single account.
Managing household finances should be a team sport.
Try it: silvia.com
1
1
11
367
Shain Noor retweeted
Your household may require more than one person to manage the finances.
That’s why today, we’re introducing shared access on Silvia.
Now, you and your partner can manage your household’s finances together, make smarter decisions, and build generational wealth as a team.
rs
Silvia.com
That’s why today, we’re introducing shared access on Silvia.
Now, you and your partner can manage your household’s finances together, make smarter decisions, and build generational wealth as a team.
rs
Silvia.com
3
4
15
1,884
Shain Noor retweeted
I just asked @cfosilvia the question everyone is wondering right now:
"How will Jensen Huang's affair impact my portfolio tomorrow morning?"
She gave me a personalized answer to my exact assets, going one-by-one through my investments.
Try it free: silvia.com
"How will Jensen Huang's affair impact my portfolio tomorrow morning?"
She gave me a personalized answer to my exact assets, going one-by-one through my investments.
Try it free: silvia.com
24
5
91
59,166
Shain Noor retweeted
General-purpose AI is getting good at everything. But the product that wins in finance will be exceptional at one thing only, and that is finance.
This is why Anthropic launching a finance-wrapper for Claude ended up being one of the biggest days ever for user growth on @cfosilvia.
I say this as someone who writes an investing newsletter each morning to 200,000+ readers.
I was a power user of Silvia for months before joining the company as chief market strategist.
Anthropic, which has spent years telling people its product could end civilization, now wants its users to trust its general models with their entire financial life.
Remember, this is a company that even Wall Street has not been able to take at face value on its own financial situation.
Silvia was built specifically for finance and security from the ground up.
Our team is laser-focused on developing Silvia across niche finance verticals in topics like taxes, mortgage, and credit cards. Silvia beat Claude across each of these on our benchmark tests.
This is not to say Claude is a bad product. It is still world-class at certain things.
But it isn't obvious to me why users would trust a general platform that launches "finance" as one of a hundred off-hand features, over a company that is specifically built for finance.
This question of trust hangs over Anthropic’s entire business.
The market still has no clue what to make of its IPO, its S-1 filings are full of red flags, and sentiment on its models is mixed at best.
So why would you trust a company like that with your entire financial life?
@APompliano response to Anthropic went viral because people understand this disconnect.
I know I am biased since I work at Silvia. But I loved the product enough to join the company, and I continue to trust the product to handle my personal finances, portfolio, taxes and net worth.
I’m not connecting my financial accounts to Claude, and if you are considering it, you should approach that decision with genuine skepticism.
Especially if you are a serious investor, you should try Silvia for yourself at Silvia.com
This is why Anthropic launching a finance-wrapper for Claude ended up being one of the biggest days ever for user growth on @cfosilvia.
I say this as someone who writes an investing newsletter each morning to 200,000+ readers.
I was a power user of Silvia for months before joining the company as chief market strategist.
Anthropic, which has spent years telling people its product could end civilization, now wants its users to trust its general models with their entire financial life.
Remember, this is a company that even Wall Street has not been able to take at face value on its own financial situation.
Silvia was built specifically for finance and security from the ground up.
Our team is laser-focused on developing Silvia across niche finance verticals in topics like taxes, mortgage, and credit cards. Silvia beat Claude across each of these on our benchmark tests.
This is not to say Claude is a bad product. It is still world-class at certain things.
But it isn't obvious to me why users would trust a general platform that launches "finance" as one of a hundred off-hand features, over a company that is specifically built for finance.
This question of trust hangs over Anthropic’s entire business.
The market still has no clue what to make of its IPO, its S-1 filings are full of red flags, and sentiment on its models is mixed at best.
So why would you trust a company like that with your entire financial life?
@APompliano response to Anthropic went viral because people understand this disconnect.
I know I am biased since I work at Silvia. But I loved the product enough to join the company, and I continue to trust the product to handle my personal finances, portfolio, taxes and net worth.
I’m not connecting my financial accounts to Claude, and if you are considering it, you should approach that decision with genuine skepticism.
Especially if you are a serious investor, you should try Silvia for yourself at Silvia.com
Introducing Personal Finance in Claude, in beta in the US.
Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money.
6
3
20
2,079
Shain Noor retweeted
Claude just tried to kill our company.
It didn’t work and @cfosilvia actually got more users.
Here is how we did it…
It didn’t work and @cfosilvia actually got more users.
Here is how we did it…
117
43
720
105,573
Shain Noor retweeted
I've tried out @cfosilvia and the personal finance options with chatgpt, grok bot, and muse.
Silvia is by far the superior product and it's not even close.
Silvia is by far the superior product and it's not even close.
3
5
31
17,539
Shain Noor retweeted
As a power user of AI and all things finance, I can confirm that @cfosilvia is leaps and bounds better than any closed-source LLM. Unfortunately it does not surprise me about Anthropic's antics.
Fellow misfits, unite! 😎
Fellow misfits, unite! 😎
1
6
34
13,451
Shain Noor retweeted
It may seem impossible for a small group of misfits to beat the large bullies, but never count @cfosilvia out.
We are betting that vertical-specialized AI will outperform the large, general models.
We believe personal finance products should be private and secure. No one wants own.
Silvia encrypts your personally-identifiable information and anonymizes it away from your portfolio. We are also SOC 2 certified and own our own intelligence.
If you are a misfit in the legacy financial system, sign up for Silvia and start using AI to better manage your household finances: silvia.com
$SVIA
We are betting that vertical-specialized AI will outperform the large, general models.
We believe personal finance products should be private and secure. No one wants own.
Silvia encrypts your personally-identifiable information and anonymizes it away from your portfolio. We are also SOC 2 certified and own our own intelligence.
If you are a misfit in the legacy financial system, sign up for Silvia and start using AI to better manage your household finances: silvia.com
$SVIA
37
18
307
42,932
We have an influx of sign-ups right now. The message from new members is clear.
Serious investors don't want a general-purpose chatbot with a finance feature bolted on. They want a product built from day one for their money, one that understands their whole financial picture:
• Taxes and tax planning
• Estate planning • Alternative assets: crypto, precious metals, real estate, private holdings, collectibles • Financial documents • Legacy planning, so your family is taken care of • Net worth, all in one place
And it takes your privacy seriously.
@cfosilvia is a personal AI CFO built by investors, for investors.
Welcome to everyone joining today. If you want help getting set up, have questions, or want to tell us what Silvia should do next, my DMs are open, or email me at shain@cfosilvia.com
cfosilvia.com
Serious investors don't want a general-purpose chatbot with a finance feature bolted on. They want a product built from day one for their money, one that understands their whole financial picture:
• Taxes and tax planning
• Estate planning • Alternative assets: crypto, precious metals, real estate, private holdings, collectibles • Financial documents • Legacy planning, so your family is taken care of • Net worth, all in one place
And it takes your privacy seriously.
@cfosilvia is a personal AI CFO built by investors, for investors.
Welcome to everyone joining today. If you want help getting set up, have questions, or want to tell us what Silvia should do next, my DMs are open, or email me at shain@cfosilvia.com
cfosilvia.com
4
5
31
1,355
Shain Noor retweeted
I signed up for @cfosilvia shortly after the release, and I won’t use any other product for my financials. @grok @bot along with @cfosilvia and I’ve got a powerful AI team. I don’t trust these other companies and I’m grateful we can choose in America 🇺🇸 I recommend Sylvia to all my friends and family. It’s simply the best product backed by a team with integrity.
5
2
24
7,118
Shain Noor retweeted
Let me tell you a story about how unethical Anthropic is.
In April, the Anthropic team began heavily courting our engineering team to tell them corporate secrets, technical details, and future plans for @cfosilvia.
They pretended their interest was due to our exploding popularity and accelerating compute usage, but it quickly became apparent that Anthropic was fishing for details on how we built our product and why it was so popular.
This included the Anthropic team trying to wine-and-dine our engineers, including a infamous steak dinner where someone told our team "don't worry about it, this is on Dario."
Our team was not born yesterday, so we quickly realized what was happening and refused to share sensitive information and technical details with the Anthropic team.
As we suspected, Anthropic was trying to get information from us, so they could build a competing product. Some people on their team must have a guilty conscious because they messaged us a few days ago to give us "a heads-up" that they were launching a competing product.
Thankfully, the Silvia engineering team has been aggressively working to get off the frontier models for the last ~ 6 months. That effort has been highly successful, because our compute costs are ~ 97% lower when we use our own model & hardware, the latency is lower, and the accuracy of answers materially increases as well.
The sad thing for Anthropic is they have now released an inferior product and they had to sell their soul to do it.
The only thing worse than being a trillion-dollar company that can't beat a 10-person team is being a trillion-dollar company that no one trusts and everyone knows is unethical.
Serious investors continue to choose @cfosilvia over ChatGPT, Claude, and other frontier companies because these products are not optimized to solve the actual user problem.
Today, Anthropic launched a Claude wrapper that is masquerading as a personal finance product. Best of luck to them.
But I will take the Silvia misfits vs the Anthropic losers any day of the week.
if you want to support people trying to do things the right way, and help investors be more informed, then consider signing up for Silvia today: silvia.com
In April, the Anthropic team began heavily courting our engineering team to tell them corporate secrets, technical details, and future plans for @cfosilvia.
They pretended their interest was due to our exploding popularity and accelerating compute usage, but it quickly became apparent that Anthropic was fishing for details on how we built our product and why it was so popular.
This included the Anthropic team trying to wine-and-dine our engineers, including a infamous steak dinner where someone told our team "don't worry about it, this is on Dario."
Our team was not born yesterday, so we quickly realized what was happening and refused to share sensitive information and technical details with the Anthropic team.
As we suspected, Anthropic was trying to get information from us, so they could build a competing product. Some people on their team must have a guilty conscious because they messaged us a few days ago to give us "a heads-up" that they were launching a competing product.
Thankfully, the Silvia engineering team has been aggressively working to get off the frontier models for the last ~ 6 months. That effort has been highly successful, because our compute costs are ~ 97% lower when we use our own model & hardware, the latency is lower, and the accuracy of answers materially increases as well.
The sad thing for Anthropic is they have now released an inferior product and they had to sell their soul to do it.
The only thing worse than being a trillion-dollar company that can't beat a 10-person team is being a trillion-dollar company that no one trusts and everyone knows is unethical.
Serious investors continue to choose @cfosilvia over ChatGPT, Claude, and other frontier companies because these products are not optimized to solve the actual user problem.
Today, Anthropic launched a Claude wrapper that is masquerading as a personal finance product. Best of luck to them.
But I will take the Silvia misfits vs the Anthropic losers any day of the week.
if you want to support people trying to do things the right way, and help investors be more informed, then consider signing up for Silvia today: silvia.com
Introducing Personal Finance in Claude, in beta in the US.
Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money.
812
1,037
14,700
1,904,339
Shain Noor retweeted
Serious investors want to use the most accurate products, so they choose @cfosilvia over Claude.
Private. Secure. Accurate.
Try it: silvia.com
Private. Secure. Accurate.
Try it: silvia.com
15
5
200
16,252
Who uses @cfosilvia?
Surgeons. Founders. Executives. Business owners. Family offices. People who built everything from scratch with no playbook.
Different paths, same thing in common: they built their own wealth, and they want to run it themselves.
Built for people who want to take control of their entire financial life. The ones who are always thinking about their next move and looking for an edge.
One place to see everything they've built, and someone in their corner 24/7 helping them grow their wealth and pass it on.
Surgeons. Founders. Executives. Business owners. Family offices. People who built everything from scratch with no playbook.
Different paths, same thing in common: they built their own wealth, and they want to run it themselves.
Built for people who want to take control of their entire financial life. The ones who are always thinking about their next move and looking for an edge.
One place to see everything they've built, and someone in their corner 24/7 helping them grow their wealth and pass it on.
4
8
35
9,605
Shain Noor retweeted
I spent nearly 20 years as a private wealth manager working for large Wall Street firms. I have been using @cfosilvia for many months now, and I can tell you....It is awesome! Exactly what the individual investor needs.
I use it for research, portfolio allocation, debt analysis, tax research...and now estate planning.
I can confidently say...I don't know how the traditional wealth managers are going to compete.
@cfosilvia is available 24/7, non-biased, understands tax code, Monte-Carlo simulations, historical records, government data, you name it. Silvia gets better and better the more I engage with it.
If you are serious about managing your wealth...you need to try @cfosilvia.
I use it for research, portfolio allocation, debt analysis, tax research...and now estate planning.
I can confidently say...I don't know how the traditional wealth managers are going to compete.
@cfosilvia is available 24/7, non-biased, understands tax code, Monte-Carlo simulations, historical records, government data, you name it. Silvia gets better and better the more I engage with it.
If you are serious about managing your wealth...you need to try @cfosilvia.
My goal with @cfosilvia is to build the best piece of software for serious investors who want to control their own money.
The big idea is that AI technology can help these investors navigate the complexities of managing their household finances, especially when it comes to tax, ment decisions, and generational wealth transfer.
Anyone can sign up, connect their financial accounts, and begin talking to Silvia about their finances. The more context you give her, the more helpful she can be.
My initial suggestion for every user is to connect your accounts and then ask Silvia to interview you, so she gets relevant information that will make her even better at her job.
Today we have over 20,000 investors and more than $60 billion in assets connected to the platform. The average user is a multi-millionaire and paying users ask Silvia 20+ questions per week.
Given the product touches personal financial data, it has been important to me since day one that we embrace three core ideas of privacy, security, and accuracy.
For example, we applied for SOC II certification when there was literally only me and @shaincodes at the company. Almost no one does that, but the privacy and security of our users is front-and-center for us.
Additionally, we have spent the last ~ 6 months rebuilding the AI tech stack to reduce our dependency on frontier models. This has allowed us to improve the accuracy of Silvia's answers on important personal finance topics like tax, mortgage, and credit cards.
If you search the internet or here on X, you will find tons of people who love the product. They are tired of the amateurish budgeting and saving apps. These individual investors need a product that can help them grow their assets and net worth, not save $5 on Starbucks.
We are proud of the product we have built and think there is tons of room for improvement too. Our team is currently only ~ 10 full-time employees, so we are rapidly shipping new features and products with the hopes of delivering on Silvia's core promise to help serious investors accelerate their net worth growth.
If this approach resonates with you, I would appreciate it if you took a few minutes to sign up for the product and gave it a try. It is free to use when you get started and you only have to pay if you become a power user.
Try Silvia: cfosilvia.com
Feedback is a gift, so once you have tried the product, please send any ideas on how we could improve it. No idea is too small or too silly. We can only build the best product if we have smart users who share their ideas.
I appreciate you reading this far and hope you enjoy using Silvia. We are having a blast building it.
Silvia Misfits vs The World.
2
9
23
9,505
Building AI for personal finance is hard. It’s not enough for an answer to sound right when someone’s actual money is on the line.
That’s what we’re obsessed with getting right at Silvia.
That’s what we’re obsessed with getting right at Silvia.
My goal with @cfosilvia is to build the best piece of software for serious investors who want to control their own money.
The big idea is that AI technology can help these investors navigate the complexities of managing their household finances, especially when it comes to tax, ment decisions, and generational wealth transfer.
Anyone can sign up, connect their financial accounts, and begin talking to Silvia about their finances. The more context you give her, the more helpful she can be.
My initial suggestion for every user is to connect your accounts and then ask Silvia to interview you, so she gets relevant information that will make her even better at her job.
Today we have over 20,000 investors and more than $60 billion in assets connected to the platform. The average user is a multi-millionaire and paying users ask Silvia 20+ questions per week.
Given the product touches personal financial data, it has been important to me since day one that we embrace three core ideas of privacy, security, and accuracy.
For example, we applied for SOC II certification when there was literally only me and @shaincodes at the company. Almost no one does that, but the privacy and security of our users is front-and-center for us.
Additionally, we have spent the last ~ 6 months rebuilding the AI tech stack to reduce our dependency on frontier models. This has allowed us to improve the accuracy of Silvia's answers on important personal finance topics like tax, mortgage, and credit cards.
If you search the internet or here on X, you will find tons of people who love the product. They are tired of the amateurish budgeting and saving apps. These individual investors need a product that can help them grow their assets and net worth, not save $5 on Starbucks.
We are proud of the product we have built and think there is tons of room for improvement too. Our team is currently only ~ 10 full-time employees, so we are rapidly shipping new features and products with the hopes of delivering on Silvia's core promise to help serious investors accelerate their net worth growth.
If this approach resonates with you, I would appreciate it if you took a few minutes to sign up for the product and gave it a try. It is free to use when you get started and you only have to pay if you become a power user.
Try Silvia: cfosilvia.com
Feedback is a gift, so once you have tried the product, please send any ideas on how we could improve it. No idea is too small or too silly. We can only build the best product if we have smart users who share their ideas.
I appreciate you reading this far and hope you enjoy using Silvia. We are having a blast building it.
Silvia Misfits vs The World.
3
1
16
1,495
Shain Noor retweeted
A good conversation to have with your spouse or loved one this weekend:
"If something happened to me, do you know where our money and assets are?"
If the answer is no, then consider signing up for @cfosilvia and turning on Silvia Legacy.
Try it free: silvia.com
"If something happened to me, do you know where our money and assets are?"
If the answer is no, then consider signing up for @cfosilvia and turning on Silvia Legacy.
Try it free: silvia.com
22
11
112
50,640
Shain Noor retweeted
We want to build the last financial tool you'll ever need.
Silvia now supports multiple portfolios:
Organize different parts of your financial life into separate portfolios, so you can understand what’s happening in each and how it all fits together.
Silvia.com
Silvia now supports multiple portfolios:
Organize different parts of your financial life into separate portfolios, so you can understand what’s happening in each and how it all fits together.
Silvia.com
5
6
47
24,646