Kubera helps you keep track of your assets and debts by entering manually or by connecting your online bank and brokerage accounts to get the latest values automatically. Like most FinTech apps, Kubera uses Plaid and Yodlee to connect your online bank and brokerage accounts.
Tens of millions of people in North America use Plaid to connect with their accounts
Plaid is a financial services company whose services are used by industry giants like Venmo, American Express, Betterment, Coinbase and more. Plaid’s services help thousands of applications and services to provide beautiful customer experiences in the FinTech industry.
Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. Plaid claims that 1 in 4 bank account holders in the US have used their services to connect their accounts to an app or service.
In Jan 2020, Visa announced that it has signed a definitive agreement to acquire Plaid.
Yodlee provides its services to 15 of the top 20 U.S. banks
Yodlee is the industry leading data aggregation and data analytics platform providing its services to thousands of financial institutions and FinTech companies around the world, including 15 of the top 20 U.S. banks. They’re powering financial apps and services with solutions for wealth managers, banks, merchants, and more.
They serve millions of customers around the world and with over a decade of experience connecting with financial institutions, Yodlee provides Kubera with the sophistication that is second to none.
Helps Kubera to serve you almost anywhere in the world.
With the help of our partnership with Plaid and Yodlee, Kubera can serve you almost anywhere in the world. This partnership enables us to connect to more than 20,000 global data sources like Banks, FinTech companies and Financial Institutions from all major countries like USA, Canada, UK, South Africa, UAE, India, Malaysia, Hong Kong, Singapore, Australia, New Zealand among others.
Zabo for Crypto Exchanges & Wallets
Zabo is a data aggregation service for cryptocurrency accounts. Zabo lets Kubera customers connect their crypto exchange accounts and self custody wallets of all kinds, including hardware wallets. With Zabo, Kubera can show crypto balances that are always up to date. In fact Kubera is the only Portfolio Manager that helps you track both your traditional and crypto assets side-by-side.
Yodlee is a publicly traded company and has undergone 200 audits by financial institutions in the past 24 months.
Plaid regularly undergoes both internal and external network penetration tests, and third-party code reviews. Plaid also maintains a SOC 2 Type II report by testing the design and operational effectiveness of our Information Security program using independent auditors.
Your financial institution credentials are directly sent to Yodlee/Plaid/Zabo from your browser. Kubera servers will never see your credentials. During transit, we require HTTPS on all pages, and use HSTS to ensure browsers only ever connect to us over a secure connection. Yodlee/Plaid/Zabo provides a read-only interface to Kubera; therefore Kubera cannot make any transactions on your behalf.
Provides up-to-date information
Having to update the values of your diverse assets is not always easy. But with the help of Yodlee, Plaid and Zabo, Kubera ensures that the data of your assets is dynamically populated wherever possible. Hence ensuring you have access to the most up-to-date information at all times without having to manually enter them.
Kubera helps you organize all your wealth in one place and keep regular track of your net worth. It also ensures safe transfer of this information to your beneficiary.
Sounds interesting? Please Sign Up (on your desktop) and take our 100 days trial. We want you to take your time to carefully organize your assets, set your beneficiary and track the updates.