Simple Portfolio Tracker for
New Age Advisors, CPAs & Family Offices.

Provide Modern & Effortless Portfolio Tracking for your Millennial, Gen Z & Tech-Savvy Clients.

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Kubera for Investment Advisors, CPAs and Family Offices to Manage and Share Client Portfolios.

Kubera is a simple and lightweight Portfolio Tracker that lets you manage client portfolios to track stocks, crypto and other investments that you manage for them.

Kubera for Business

Legacy financial advisor tools were made in a different day and age and designed for traditional investments and large advisory organizations. As a new age investment advisor/manager, your clients need a simple, modern tool for tracking and managing their portfolio.

Personalize it with your brand and provide a sleek and modern client experience.

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AssetS Tracked
kubera personal
$13.3 Billion
kubera institutional
$3.4 Billion