Anthony Pompliano takes AI portfolio analysis public with Silvia

Crypto investor and entrepreneur Anthony Pompliano aims to bring AI-powered investment strategies to financial advisors through CFO Silvia, a startup he co-founded in May 2025.

Pompliano’s ProCap Financial, a Bitcoin holding company listed on the Nasdaq, announced Monday it was acquiring Silvia to become the “first publicly traded agentic finance firm.” Users upload their financial information and asset holdings onto Silvia, which provides personalized portfolio insights and can analyze tax documents uploaded by users.

“You start talking to Silvia, and those questions are no different than things that you may ask a ChatGPT or Anthropic, but we have the context of your personal portfolio,” Pompliano told InvestmentNews. “You could ask ChatGPT or Anthropic, what the new tariffs mean for financial markets, and they will tell you on a broad-based standpoint, what tariffs potentially mean for the market. What they can't tell you is, what does it mean for your personal portfolio? Silvia can give you personalized insight to your portfolio, she will go asset by asset, and explain it to you.”

Pompliano believes Silvia works with a larger client data set than most advisors have access to. Users authorize their bank, crypto, brokerage, credit card accounts for Silvia and upload their assets across real estate, cars, collectibles, stocks, bonds, and other private investments.

“Plenty of our users write to us and say, hey I tell Silvia things I wouldn't tell my financial advisor. We have a purview into assets that they can't give to the RIA. So, for example, they can't tell them about their sports gambling account, or their collectibles, or those types of assets they're uploading into Silvia.”

Pompliano says roughly 12,000 users have accounts on Silvia, spanning more than $30 billion in assets tracked on its platform. The crypto influencer and media personality previously wrote “drop your financial advisor. Replace them with artificial intelligence. Faster and cheaper. Plus they don't judge you,” in promoting CFO Silvia, whose average user net worth is over $2.5 million. 

“There are some financial advisors who see this as a huge threat. They are worried that they're going to be automated away,” said Pompliano. “I would tell those financial advisors, yeah, that is a potential risk. But we've also been approached by a number of forward-thinking RIAs who understand that threat, and they believe the solution is to partner with us in some form or fashion.”

Pompliano, who has millions of followers across his social media accounts, previously struck a crypto education partnership with advisor software giant Envestnet in 2022. Silvia has only five employees, showcasing how its technology can reach scale with minimal overhead expenses.

“It's encouraging that these RIAs are coming to us and saying, is there a way for me to white label this technology? Is there a way for me somehow to onboard my clients, so that they can start using this and then I can, as an RIA, better understand not only my clients' assets, but also what are they talking to AI about, how do I help? So while some RIAs look at this as a threat, I do think that the forward-looking RIAs believe that this is a huge opportunity for them.”