In Kubera you enter your assets, debts & insurance and their latest values in a simple table to track your net worth. Wherever possible you can connect them to your online accounts to get the latest values automatically. Like most FinTech apps, Kubera uses Plaid and Yodlee to connect your online 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.
Employs bank-level security
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 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 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 and Plaid, 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 protect your wealth by keeping track of your net worth and storing important documents. It also ensures safe transfer of this critical information to your beneficiary, if something unexpected happens to you. Read the story behind Kubera.
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.