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Kubera description
Kubera helps you see all your finances in one place. It connects to your bank accounts, brokerage accounts, and even tracks things like crypto, real estate, and precious metals. Designed for individuals and families with complex financial situations, Kubera offers a consolidated view, reporting, and tools to help manage your wealth. It's focused on providing a secure and private way to track your net worth. The service prides itself on excellent customer support.
Who is Kubera best for
We find that Kubera is ideal for high-net-worth individuals and families who need to see all their finances in one place, including crypto, real estate, and precious metals. It is also suitable for multi-family offices. Kubera consolidates your financial life, offering a secure and private way to track your net worth with excellent customer support.
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Great for enterprises with 1001+ employees seeking comprehensive wealth management.
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Perfect for finance, banking, & insurance pros needing detailed financial overviews and real-time reporting.
Kubera features
Supported Aggregated Asset View: Kubera aggregates diverse assets, including banks, brokerages, crypto, real estate, and more, into a unified view of wealth, providing a comprehensive financial overview. |
Supported AI-Powered Data Import: Kubera utilizes AI to import data from financial documents and screenshots, automating data extraction for efficient onboarding. |
Supported Multi-Entity Support: Kubera supports multiple entities and ownership structures like holding companies and partnerships, catering to complex financial arrangements. |
Supported Multi-Currency Support: Kubera provides multi-currency support for users with international assets and financial activities. |
Supported Multiplayer Collaboration: Kubera supports collaboration with controlled access for family members and advisors, facilitating shared financial management. |
Supported Real-Time Reporting: Kubera provides real-time reporting and portfolio allocation insights, enabling users to make informed investment decisions. |
Supported Cash Management Tools: Kubera offers cash management tools to track cash across accounts and forecast future cash positions. |
Kubera pricing
See the Kubera pricing page.
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Kubera has a free trial.
Includes all features except the premium additions of Kubera Black.
The fully loaded premium experience, crafted for the discerning customers who demand the very best of Kubera. Includes Nested Portfolios, Granular Access Control, Concierge Onboarding, and VIP Support.
Kubera alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Kubera FAQ
Kubera is a wealth management platform that consolidates all your finances, from bank accounts and investments to crypto and real estate. We find that it's particularly helpful for high-net-worth individuals and families due to its robust reporting, multi-currency support, and secure data management. It simplifies complex financial situations.
What is Kubera and what does Kubera do?
Kubera is a wealth management platform that consolidates all your finances, from bank accounts and investments to crypto and real estate. We find that it's particularly helpful for high-net-worth individuals and families due to its robust reporting, multi-currency support, and secure data management. It simplifies complex financial situations.
Kubera connects to various financial institutions, including banks, brokerages, and cryptocurrency exchanges. It also integrates with tools that track alternative assets like real estate and precious metals, offering a holistic view of your finances.
How does Kubera integrate with other tools?
Kubera connects to various financial institutions, including banks, brokerages, and cryptocurrency exchanges. It also integrates with tools that track alternative assets like real estate and precious metals, offering a holistic view of your finances.
Kubera's main competitors include Vyzer, Addepar, Morningstar Direct, YCharts, AdvisorEngine, and Koyfin. These platforms offer similar features such as investment tracking, portfolio analysis, and financial planning.
What the main competitors of Kubera?
Kubera's main competitors include Vyzer, Addepar, Morningstar Direct, YCharts, AdvisorEngine, and Koyfin. These platforms offer similar features such as investment tracking, portfolio analysis, and financial planning.
Kubera is a legitimate platform designed to manage complex finances. We find its security and privacy features, combined with excellent customer support, make it a safe option for high-net-worth individuals. However, keep in mind the pricing and recent decline in website traffic.
Is Kubera legit?
Kubera is a legitimate platform designed to manage complex finances. We find its security and privacy features, combined with excellent customer support, make it a safe option for high-net-worth individuals. However, keep in mind the pricing and recent decline in website traffic.
Kubera offers two personal plans: Essentials at $249/year and premium Black plan at $2499/year. They also offer a 14-day trial for $1. Business plans start at $299/month.
How much does Kubera cost?
Kubera offers two personal plans: Essentials at $249/year and premium Black plan at $2499/year. They also offer a 14-day trial for $1. Business plans start at $299/month.
We don't have customer reviews available right now to assess Kubera's customer service. We recommend checking other online resources for user experiences and feedback.
Is Kubera customer service good?
We don't have customer reviews available right now to assess Kubera's customer service. We recommend checking other online resources for user experiences and feedback.
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.
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