Beneficiary Management for all of your Critical Financial Information

Kubera tracks and stores all of your financial data in one place. It gives you a way to designate a beneficiary to pass along accounts, assets, and critical legal documents.

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One safe place for your entire financial life.

Sync, store, and track all of your wealth in one place so nothing is ever lost. Kubera is an all-in-one digital vault for all of your accounts, investments, assets, and files. 
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Dead Man's Switch for your financial data.

Keep your financial data safe, secure, and private. Set a named beneficiary who will receive access to your Kubera data and financial assets only when the time comes. 
Kubera 'Life Beat' check workflow

Give your beneficiary a full view of your accounts and assets

When the time comes, your beneficiary will receive access to a full accounting of all of the financial accounts, assets, and property you’ve added to your Kubera account. This means they’ll have a full view of your estate—only when necessary.

Transfer important documents and other essentials

You can store all of your financial and estate planning documents, and other critical files. Make sure your beneficiary receives all of the access and information they need.

Secure, automated transfer

Never worry if your family will receive access to your financial data and accounts. With Kubera, configure an automated “Life Beat” workflow to provide access only after an extended periods of inactivity. Before giving access, you’ll receive multiple prompts to which you can respond with just a click to reset the timer.

Create a fall-back Plan

In addition to your primary beneficiary, you can set a contingent beneficiary (or “Trusted Angel”) who will receive access only in the event that your main beneficiary isn’t able to access your account data.
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Eoghan McCabe
Founder & CEO @ Intercom
Kubera is easily one of the premier fintechs I’ve come across. This is why we made it the cornerstone of our tech at 401 Financial. The future for advisers will be providing a personalized hybrid experience at scale and Kubera makes this nextgen aspiration a right now experience for our clients."
Tyrone V. Ross Jr.
Founder & President @ 401 Financial
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Eoghan McCabe
Founder & CEO @ Intercom
Thousands of households use Kubera to track their total assets worth
$20.302 Billion
Kubera is easily one of the premier fintechs I’ve come across. This is why we made it the cornerstone of our tech at 401 Financial. The future for advisers will be providing a personalized hybrid experience at scale and Kubera makes this nextgen aspiration a right now experience for our clients."
Tyrone V. Ross Jr.
Founder & President @ 401 Financial