Last updated on
Company health
Kubera description
Kubera helps individuals and families track their complete net worth, including complex assets like real estate, crypto, and private investments. It offers a consolidated view of all holdings, automatic updates, and advanced reporting. Kubera focuses on high-net-worth individuals and families, offering a secure, private platform to manage their finances. It stands out with its broad asset coverage and multi-currency support. Kubera promises a simplified, organized, and secure way to manage your wealth.
Who is Kubera best for
Kubera is a secure wealth management platform designed for high-net-worth individuals and families. It offers a consolidated view of diverse assets, including real estate, crypto, and private investments, with automatic updates and advanced reporting. Multi-currency support caters to international holdings. Kubera simplifies complex wealth management, providing a secure and organized financial overview.
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Best for medium businesses (101-1000 employees) and large enterprises (1001+ employees).
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Particularly well-suited for the financial, banking, and insurance sectors.
Kubera features
| Supported Kubera allows tracking of diverse assets, from traditional investments to crypto and real estate, providing a consolidated view of net worth. |
| Supported Kubera aggregates all holdings into a single dashboard, simplifying wealth management. |
| Supported Kubera automatically updates asset information, minimizing manual entry and ensuring data accuracy. |
| Supported Kubera provides real-time dynamic reporting, offering insights into investment performance and asset allocation. |
| Supported Kubera offers robust multi-currency support, accommodating users with international holdings. |
| Supported Kubera prioritizes security and privacy, employing a privacy-first business model and robust security measures. |
| Supported Kubera connects with various financial institutions globally to aggregate asset information. |
Kubera pricing
Users sentiment
See the Kubera pricing page.
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Kubera has a free trial.
Personal
For individuals who manage their own portfolios.
Family
Collaborate with your family and your extended team.
kubera black
The essentials plus Nested Portfolios, Fast Forward, AI Import, and Granular Access Control.
kubera ESSENTIALS
Includes all the features needed to track your net worth, without the premium additions of Kubera Black.
Kubera alternatives
VyzerBetter for users with private equity and limited partnerships. Has a free plan and is growing faster.Read more
PayhawkBetter for expense tracking and spend management in mid-sized to large businesses. More suitable for a wider range of industries. Offers a well-rated mobile app and integrations with Apple Pay. Payhawk is a Kubera competitor and alternative focused on business spending.Read more
AddeparBetter fit for institutions managing high-net-worth clients. Caters to larger financial institutions with more complex investment needs. Has significantly more momentum.Read more
CoinTrack AIMore focused on cryptocurrency portfolio tracking and tax reporting. Caters to a wider audience, including beginners. A free plan is available. Lower ratings on G2 and Trustpilot. Some users report API import issues and a confusing interface.Read more
KoyfinBetter for market research and portfolio management. Caters to a wider audience, including individual investors. Offers a free plan and more affordable paid plans. Has positive reviews on ease of use and data comprehensiveness. Growing faster than Kubera.Read more
HodlezzMore focused on cryptocurrency portfolio tracking and NFT investments. Caters to all investor levels, from beginners to experienced. Has growing website traffic, but declining employee growth. A Kubera competitor and alternative.Read more
Kubera FAQ
What is Kubera and what does Kubera do?
Kubera is a wealth management platform designed for high-net-worth individuals and families. It offers a consolidated view of all assets, including complex holdings like real estate and crypto, with automatic updates and advanced reporting. Kubera simplifies wealth tracking, providing a secure and organized platform for managing finances.
How does Kubera integrate with other tools?
Kubera integrates with various financial institutions to aggregate asset information. It does not directly integrate with other tools for tasks like document analysis or investment planning, focusing primarily on secure data aggregation and net worth tracking.
What the main competitors of Kubera?
Kubera competes with Vyzer in tracking diverse assets, but Vyzer focuses on administrative tasks. Addepar targets large financial institutions, while Kubera serves high-net-worth individuals and families. Other competitors like CoinTrack AI and Hodlezz specialize in cryptocurrency tracking.
Is Kubera legit?
Kubera is a legitimate platform for wealth management. It offers robust security measures and a privacy-first approach to protect user data. For added assurance, explore Kubera's security features on their website.
How much does Kubera cost?
Kubera's pricing plans include Personal for $150, Family for $225, Essentials for $199, and Black for $2499 per year. A 14-day trial is available for $1. Users can get Kubera free by referring three friends. Is Kubera worth it for tracking your net worth and investments? It depends on your individual needs and budget.
Is Kubera customer service good?
There is no information available about Kubera's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.