Aggregate Everything
Kubera was born out of the need for a truly unified view of wealth. It brings everything together, no matter how diverse your assets are, so you can finally see the complete picture.
The Basics - Banks and Brokerages
Kubera partners with multiple aggregators, both local and global, to bring you the best connectivity—by far. On top of that, Kubera’s smart algorithm picks the optimal connector for your institution from a diverse set of aggregators. This means you get the most reliable access to banks, brokerages, and nearly any investment account, with connectivity to
thousands of institutions worldwide.
Alternatively, you can add tickers to track nearly any stock, ETF, or mutual fund globally. Kubera supports all
major stock exchanges across the US, Canada, UK, Europe and Asia.
Crypto
Kubera includes deep crypto support—deeper than dedicated crypto trackers. We support all major chains, exchanges, and wallets. We understand the nuances of DeFi, NFTs, and more.
Kubera doesn't just list your tokens. It natively understands staking and lending. Tracks your net worth over time in BTC. Stablecoins are categorized properly as Cash on hand.
Alts, Private Stocks, LP Positions
We get the complexities, the paperwork, and the capital calls—because we've lived them.
Kubera integrates directly with Carta and other platforms.
We grok committed capital, capital calls, distributions, and IRR.
Real Estate, Cars, Precious Metals, anything
In a nutshell, any ownable asset you can imagine can be tracked in Kubera.
AI Import
Big banks. Big brokers. Connections fail.
Alts and private investments run on PDFs—no sync, no connectivity, just busy work.
Kubera fixes that.
Upload documents and screenshots. AI Import does the rest.
DetailsMultiple entities and Ownership Structures
Holding companies? Subsidiaries? Trusts? Partnerships? Kubera has you covered. Using nested portfolios, maintain separate balance sheets for each entity, then bring them all together to see your unified net worth.
DetailsMulti-Currency Wealth
Our founding team has lived in multiple countries, navigating the challenges of managing wealth across borders. Multi-currency is not an afterthought for us—it’s a problem we’ve lived through and solved.
Multiplayer
Collaborate effortlessly with family, assistants, advisors, accountants, or anyone you trust by sharing your portfolios. With granular access control, you decide the level of access: grant full control or limit it to specific portfolios. You are always in control.
DetailsReal-Time Reporting
See how your investments grow over time. Get a snapshot of your portfolio allocations from multiple dimensions. Unlike outdated PDF reports, Kubera provides real-time, dynamic, and beautiful reporting. Kubera offers advanced insights usually only reserved for those who can afford family offices.
Cash Management
Know exactly how much cash you have across all accounts, so you have enough liquidity for expenses and capital calls. Cash forecasting tools ensure you're never caught by surprise, preventing forced sales at the last moment.
Fast Forward
Forget typical “retirement calculators”—those are for fixed plans on fixed dates. Kubera's Fast Forward is built for those with complex wealth who need dynamic, flexible scenario planning. No arbitrary retirement dates—just a focus on keeping your financial journey on an upward trend.
DetailsYour Own AI Advisor
Instant portfolio insights, 24/7 via ChatGPT.
DetailsBillboard
Real-time rankings of stocks, funds, crypto, banks, brokers, and exchanges, that you can trust. Powered by subscribers, not sponsors. Zero pay-to-play.
DetailsSecure by Design
Our business model is privacy-first—no financial products, no data sales, no ads, ever. Your sensitive data is safe because security isn’t just a feature; it’s our foundation.
Details100% Human
Customer Support
Kubera offers VIP support—direct access to the team with no bureaucracy.
Real answers by real humans when you reach out for support. Fast, personal, no AI fluff.
Our
founders built Kubera to solve their own challenges—creating a tool that simplifies the complexities of wealth.
Dead Man’s Switch
Don’t fumble generational wealth. Kubera ensures your family gets the right details when it matters—without sharing everything now.
Go silent for too long, and Kubera securely delivers your portfolio to your chosen beneficiaries.
DetailsDitch the Spreadsheet
Most portfolio trackers eventually get replaced by a spreadsheet—the true single source of truth. We know because we've been there. Kubera replaces that spreadsheet with a live, interactive balance sheet.
Take Back Your Wealth
Forget the gatekeepers. Most portfolio trackers for HNIs come with middlemen, adding needless costs and complexity.
You built this wealth, and you can track it better than anyone else. Why accept outdated PDFs, ridiculous fees, and someone else controlling the information you need?
