When was CFO Silvia founded?

CFO Silvia was founded in 2025.

How many employees does CFO Silvia have?

As of Sep 30, 2026, the latest employee count at CFO Silvia is 8.

Where does CFO Silvia rank among its competitors?

CFO Silvia ranks 56th amongst 337 active competitors, of which 21 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Micruity, which secured $20M in Aug, 2025.

Who are the top competitors of CFO Silvia?

CFO Silvia's top competitors include Personal Capital, Carefull and Micruity. Among them, Micruity secured the most recent funding round in August, 2025.

CFO Silvia - 2026 Company Profile & Competitors

Company Details

Provider of an AI platform for personal financial management services. The platform offers tools for tracking assets, optimizing investments, minimizing taxes, and reducing financial risk. It provides a dashboard to view banking, crypto, trading, savings, and loan accounts. The platform scans portfolios for concentration risk, high fees, tax drag, and idle cash. It also generates research reports on financial scenarios.

Website: www.cfosilvia.com/
Email ID: *****@cfosilvia.com

Key Metrics

Founded Year

2025

Stage

Acquired

Ranked

56^th among 337 active competitors

Employee Count

8 as on Sep 30, 2026

Similar Companies

Personal Capital & 424 more

Exit Details

Acquired by ProCap Financial (Feb 10, 2026)

View CFO Silvia's full profile

CFO Silvia got acquired by ProCap Financial on Feb 10, 2026.

Click here to take a look at CFO Silvia's acquisition in detail

CFO Silvia has not raised any funding rounds yet.

CFO Silvia's employee count trend

CFO Silvia has 8 employees as of Sep 26. Here is CFO Silvia's employee count trend over the years:

Uncover CFO Silvia's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of CFO Silvia include Personal Capital, Carefull and Micruity. Here is the list of Top 10 competitors of CFO Silvia, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Personal Capital 2009, Redwood City (United States), Acquired	Wealth data aggregation platform for individuals	$271M	IGM Financial, BlackRock & 12 others	66/100
2nd	Carefull 2019, New York City (United States), Series A	Online platform for expense monitoring platform for individuals	$19.7M	Bessemer Venture Partners, Fin Capital & 20 others	65/100
3rd	Micruity 2017, Toronto (Canada), Series A	Finance company offering pension management solutions	$34.2M	State Street Global Advisors, SixThirty & 21 others	64/100
4th	Finary 2020, Paris (France), Series B	Online portfolio tracker and aggregator platform for individuals	$45M	Speedinvest, PayPal Ventures & 16 others	59/100
5th	Gorila 2016, Sao Paulo (Brazil), Series B	Wealth data aggregation platform	$26.1M	Ribbit Capital, Apis Partners & 3 others	58/100
6th	Delta 2018, Ghent (Belgium), Acquired	Cryptocurrency portfolio tracking app	-	-	48/100
7th	ByAllAccounts 1999, Woburn (United States), Acquired	Data aggregation solution for wealth managers and financial advisors	$10M	Castile Ventures, Cove Capital & 1 others	47/100
8th	Planner Bee 2019, Singapore (Singapore), Unfunded	Wealth data aggregation platform	-	-	46/100
9th	Wealthica 2015, Montreal (Canada), Funding Raised	Portfolio performance tracking platform	-	Bitnomic	45/100
10th	ServerLife 2016, Lithia (United States), Unfunded	Wealth data aggregation platform	-	-	44/100
56th	CFO Silvia 2025, Acquired	Provider of an AI platform for personal financial management services	-	-	29/100