Managing your investments and equity just got easier! Kubera is excited to announce our latest integration with Carta, a leading platform for managing equity and valuations. This partnership aims to simplify how you track private equity and manage your private company stock tracking needs by consolidating all your assets in one place—making Kubera the go‑to startup equity tracker for founders, employees, and investors alike.
Unified Wealth Tracking for the Modern Investor
Kubera's powerful wealth tracking platform already allows you to connect to over 20,000 banks, brokerages, crypto exchanges, and other financial institutions. Now, with our Carta integration, early‑stage startup founders and angel investors can seamlessly view their equity holdings alongside stocks, bonds, crypto assets, real estate, and more. This private equity portfolio tracker provides a comprehensive, real‑time overview of your net worth, making financial management more efficient and transparent.
With Kubera, you can now track:
- Private company stock tracking (via Carta)
- Venture capitalist investments and portfolio companies
- Stocks, bonds, and vesting schedules
- Bank accounts to monitor cash flow
- Crypto wallets and exchanges
- DeFi assets for early‑stage company investments
- Real estate holdings
- Alternatives and private investments
- Precious metals
- Vehicles and other valuable assets
About Carta's Cap Table Management Tools
Carta is renowned for its robust cap table management tools that help companies manage their cap tables, 409A valuations, and equity plans. By integrating with Kubera, Carta users can now embed a holistic view of their equity within the broader context of their entire portfolio. This collaboration empowers you to make more informed decisions by providing a clear, consolidated financial picture regardless of market conditions.
Currently Supported Position Types:
- RSUs (Restricted Stock Units)
- RSAs (Restricted Stock Awards)
- Option Grants and equity grants
- Certificates
- Convertible Notes
Note: LP (Limited Partner) positions are not yet available through the API and will need to be tracked manually.
Key Benefits of the Kubera‑Carta Integration
- Automated Equity Tracking: The perfect solution for how to track startup equity without spreadsheets.
- Real‑Time Updates: Automatically sync your equity information to track private stock positions with up‑to‑date values.
- Comprehensive Dashboard: View all your assets and liabilities, including equity, on a single, intuitive dashboard.
- Enhanced Decision‑Making: Track key metrics to gain insights into how your equity holdings fit into your overall investment strategy.
- Simplified Portfolio Management: Reduce the complexity of tracking multiple investment types across different platforms.
- Complete Visibility: Manage venture investments alongside traditional assets for true diversification.
How It Works: Track Equity Seamlessly
Our integration with Carta leverages their robust API platform to provide you with up‑to‑date information on your equity holdings. The process is simple and secure:
- Go to Add Asset → Carta.
- Follow the on‑screen instructions to connect your Carta account to Kubera.
- Your equity holdings are automatically synced and updated.
- View your private company shares and options as part of your overall portfolio.
Privacy and Security to Ensure Compliance
At Kubera, we prioritize your privacy and security. We do not monetize your financial data, push financial products, or attempt to manage your finances for you. Our integration with Carta maintains this commitment to security, accessing only the necessary read‑only data to display your holdings while keeping your sensitive information protected to ensure compliance with privacy standards.
Perfect for Professionals Making Informed Decisions
Whether you’re a high‑net‑worth individual, startup founder, angel investor, or family‑office advisor, Kubera’s sharing and collaboration tools turn complex wealth structures into a single source of truth. Here’s what you can do:
- Consolidate every asset class—bank accounts, private equity, real estate, crypto, collectibles, even yachts—inside one secure dashboard.
- Map multiple entities and ownership structures with nested portfolios, so trusts, holding companies, and personal accounts stay organized yet connected.
- Generate on‑demand reports that highlight asset performance, exposure, allocations—perfect for monthly or quarterly reviews of your financial health.
- Model real‑life scenarios with Fast‑Forward projections to accurately project net worth across multiple time horizons.
- Receive portfolio‑level rebalancing recommendations to maintain diversification and surface risk concentrations before they grow.
- Designate beneficiaries & granular permissions so family members, legal counsel, and tax advisors get exactly the visibility they need—nothing more, nothing less.
- Store critical documents—cap‑table exports, term sheets, estate plans—in an encrypted document vault tied to the assets they reference.
- Access concierge onboarding and VIP support through Kubera Black, ensuring complex early‑stage company stakes are imported and reconciled correctly from day one.
Empower Your Financial Decision‑Making
In today's complex financial landscape, having a clear picture of your total net worth—including hard‑to‑value assets like private‑company equity—is crucial for making informed decisions. With Kubera's Carta integration, you can now effortlessly incorporate your equity compensation and private investments into your overall financial strategy.
Sign up for a trial today to learn more and take the first step toward streamlined wealth management with the most effective portfolio tracker available.
Are you a financial advisor or family‑office manager?
Kubera offers enterprise plans designed to help you manage client portfolios more effectively, including those with significant private‑equity holdings from early‑stage startups. Contact us to learn how Kubera can streamline your wealth management and client experience.
