Simple Portfolio Tracker for
New Age Advisors, Home Offices & Funds.

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

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Or contact us at hello@kubera.com

Kubera for Investment Advisors, Family Offices and Funds 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, you and 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
$5.0 Billion
kubera for institutions
$2.1 Billion