SLvia AI Launched

The Official Launch of SLvia — Built by Advisors, for Advisors, with Zero Outside Noise

After 2 ½ years of relentless work, no outside funding, no investors, just the grit and vision of two financial advisors and their trusted technical partner - SLvia is officially live!

SLvia wasn’t born in a VC boardroom.
It was built after-hours, between client meetings and compliance reviews, by people who know exactly how overwhelming this business can be.

“We didn’t build SLvia to chase AI hype. We built it to solve real problems we were facing every day; from writing client emails to preparing for meetings and analyzing portfolios,” said Alexa Pao, SLvia Co-Founder and CEO. “It’s the platform we wished existed. Now it does.”

For Tony Pao, SLvia’s Co-Founder and Chief Strategy Officer, this mission runs deep. With over 20 years in the financial services space as an advisor, partner, recruiter, and trainer, he’s seen firsthand how much operational friction drags advisors down.

“Advisors are being pulled in a hundred directions. Most technology promises scale but forgets about the advisor’s voice and client relationships,” said Tony. “SLvia gives advisors leverage where it matters; without losing that personal touch.”

On the technology side, James Vela, SLvia’s Chief Technology Officer, took that vision and brought it to life. With years of back-end development experience, Jimmy was the architect who made SLvia practical, intuitive, and fast.

“For me, this was personal. Building SLvia wasn’t about code, it was about helping friends create something meaningful for an industry that needs it,” said Jimmy. “We designed SLvia to feel invisible in the best way; powerful tech that stays out of the advisor’s way.”

What SLvia does:

• Captures your authentic voice and scales it across emails, social posts, and client deliverables

• Analyzes portfolios, tax returns, and planning documents for immediate insights

• Turns meeting notes into clear summaries, action items, and follow-ups

• Aligns content creation with FINRA Rule 2210 for smoother compliance

• Helps solo advisors and growing firms reclaim time and sharpen their client experience

Why SLvia exists:
Because advisors deserve tools built for how they actually work.
Because your voice is your brand — and scale shouldn’t erase it.
Because the work between meetings shouldn’t hold you back.

SLvia is built from the trenches of advisory life. Real pain points. Real solutions. No hype. No fluff.

SLvia is now live.
Start your 30 day free trial at www.slvia.ai and experience what happens when AI is built by advisors, for advisors.