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Your best clients already use Kubera.Put your name on it.

$300 a month, not $100K a year. Whether a client has $2M or $2B. Works for your clients. Works for your AI too.

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14-day trial · Setup starts within 24 hours · Sent here by a client?

Kubera white-label app on desktop and mobile, showing a placeholder for your firm's logo and domain

Your logo. Your domain. Their whole balance sheet.

24 hours. Not weeks.Setup starts the day you sign.
Every major aggregator.No one offers better coverage or connectivity. Not even close.
Any currency or entity.Trusts, LLCs, partnerships, every asset class.
SOC 2 Type II.The report, under NDA. Not just the badge.

Did a client send you here?

Someone runs their own money on Kubera, decides it's the only place that shows all of it, and tells their advisor to get on it. Happens all the time. If that's you, the hard part is done.

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Who it's for

For firms whose clients don't fit in a custodian feed.

Multi-family and virtual family offices

Ten to fifty families. Hundreds of entities. A spreadsheet somebody prays over every quarter. Give each family a live balance sheet, for less than the basis-point platforms charge in a month.

Advisors to founders, operators and crypto-native clients

Concentrated private stock. LP commitments. A DeFi wallet. A house in two countries. Your planning software has a box for none of it. Kubera has a line for all of it, with IRR.

Cross-border advisors

US, UK, Canada, Europe, the Middle East, Australia, New Zealand and more. Any base currency, any structure. One balance sheet for a client who lives in more than one country.

Fintechs, investor clubs and membership communities run on it too. Say so in the form.

Coverage

Everything they own. One balance sheet.

A custodian feed shows what the custodian holds. Kubera shows what the client owns.

Brokerage and bank

Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, Salt Edge. Whichever network reaches the institution best. Read-only. We never see a password.

Private stakes and LP positions

Commitments, calls, distributions, unfunded, IRR. A fund, a direct stake, or the company they founded.

Crypto and DeFi

Chains, exchanges, wallets by public address. DeFi, staking and NFTs as live line items, not a memo field.

Real assets

Homes, cars, gold, watches, art. Live price feeds, and an AI appraiser for the rest.

Entities and ownership

Holding companies, trusts, partnerships — structures most software pretends don't exist. The trustee sees the trust. The founder sees everything.

Any currency

Multi-currency runs through every layer, not bolted on at the end. Pick a base currency per portfolio.

Web Sync

Some institutions don't connect to anything. Web Sync reads the numbers off their website and syncs them in.

Documents in, data out

Drop in a statement, a screenshot, a capital-call notice. It becomes line items. Recap shows what moved.

AI-connected

Any report. Any analysis. One prompt.

Legacy platforms sell reporting, planning, risk and tax as four modules, then charge for the training. Kubera hands the whole balance sheet to the AI you already use. Ask at 2 am. It doesn't bill for the meeting.

What advisors actually ask
"Build a client-ready 12-month PDF in my firm's colors: balance-sheet summary, performance vs the S&P 500, concentration, top and bottom five."Branded client report
"Run a Monte Carlo: probability of running out over 30 years at a 7% withdrawal, with percentiles and assumptions."Retirement sustainability
"Benchmark this client's crypto against BTC over 12 months — relative return, volatility, drawdown, each holding's contribution."No legacy platform can do this one
"Give me the most tax-efficient way to raise $3M from this portfolio, as a step-by-step plan."Liquidity planning
"Client is 67, pledging $1M to a university over five years. Draft the funding strategy and the lifetime estate and gift-tax plan."Charitable and estate strategy
AI AssistantHarlan Family · Kubera
Where is the Harlan family over-concentrated — by issuer, asset class and currency? Keep it to what I'd say in a review meeting.

Three concentrations worth raising

  • Single issuer: founder shares in Sable Inc. are $5.9M — 21.5% of net worth at the Series C mark, with no liquidity until an exit.
  • Real estate: two properties are $8.0M (29%), and the Pacific Heights residence alone is 26%.
  • Currency: 8% of assets are non-USD (GBP, EUR); no hedge, and the Lisbon mortgage is in EUR.
Public equities
40%
Private & LP
28%
Real assets
24%
Crypto
8%
Liquidity is fine for the next 24 months: $14.1M investable against $610K of committed calls. Want this as a one-page PDF in your firm's template?
Drafted from live Kubera data. Assumptions and methodology shown on request. Reviewed and delivered by your advisor.
Claude, ChatGPT, Gemini, Grok, Perplexity — anything that speaks MCP. Recap, Fast Forward, IRR and CAGR built in.

The AI drafts. You decide.

Your AI. Your judgment. Our data. Kubera doesn't put its name on the output and doesn't give advice.

What leaves Kubera. What doesn't.

Positions, values, history, cash flows. Never credentials. Never documents. We don't train models on client data. Use an AI plan that contractually won't either.

Adoption

Clients open it. Because they chose it.

Advisor portals are famous for one thing: nobody logs in. Kubera is the app serious money picks for itself — under your name, on their phone.

"Loving Kubera. I've been yearning for one financial dashboard-to-rule-them-all for 12yrs."
Emily BinderEmily BinderFounder @ WealthVoice & Beetle Moment
"Kubera is the home of my financial life. I've been using it for years now & it's my goto dashboard."
Kevin RoseKevin RosePartner @ True Ventures
"Kubera has proved best for expats managing global investments in the currency of their choice."
Keith PoniewazKeith Poniewaz, Ph.D.Walkner Condon Financial Advisors
Security

Built to survive your compliance review.

Encryption at rest, in transit, SOC 2 Type II. All there. It's a floor, not a wall. Here's what your CCO will ask.

SOC 2 Type II

The report, not just the badge. Covers Kubera for Business and White Label. Under NDA, before you sign.

Read-only, always

Aggregator feeds are read-only. API keys are read-only. Kubera cannot move money. Not won't. Can't.

Credentials never stored

Your clients log in on the institution's screen, not ours. Crypto by public address only.

Encrypted at rest and in transit

Not end-to-end — a service that syncs balances for you has to read them. Our security page spells it out.

GDPR and UK GDPR

Delete an account and it's gone immediately. Backups rotate out within 30 days.

Scope

What it is. What it isn't.

It is

  • The client-facing balance sheet: every asset class, every currency, every entity
  • White-label web and mobile, on your domain
  • Access control per person, nested portfolios for families and entities
  • An AI connection to the tools you already use
  • Recap, Fast Forward, IRR and CAGR
  • Setup that starts within 24 hours

It isn't

  • Custodian reconciliation or trade-date accounting
  • Fee billing
  • Trading or rebalancing
  • GIPS composites or performance advertising
  • A CRM

Keep your system of record. Kubera runs alongside Orion, Black Diamond, Tamarac, Addepar, eMoney and RightCapital, and shows your clients the part of their wealth those systems can't.

Pricing

Priced like software. Starts at $300 a month.

One number. It moves with client portfolios and nothing else. No basis points. No implementation fee.

KUBERAWhite Label
From $300/month
  • –White-label web and mobile, on your domain
  • –Unlimited connections per client portfolio
  • –Every asset class, every currency, every entity
  • –AI connection, Recap, Fast Forward, IRR
  • –A client with $200M costs the same as one with $2M
  • –Bigger rollouts, priced case by case
Request a demo

Setup starts within 24 hours of signing.

What a firm pays a year

The platforms firms compare us to don't publish prices. Hatched bars are third-party reports.

Kubera White LabelFrom $3,600
no implementation fee
Addepar$100K – $300K+
priced on AUM — grows with your book
Masttro$75K – $150K+
quote only · 12–14 week onboarding
Eton Solutions$150K+
family-office ERP · 6–9 month implementation
KuberaReported range

Kubera pricing as published, August 2026. Addepar, Masttro and Eton Solutions do not publish prices; ranges and the 1.5 bps rate are as reported by third parties and will vary by firm.

The basis-point bill, as your book growsAt 1.5 bps — the rate third parties most often report for AUM-priced platforms.
$500M on platform$75K/yr
$1B on platform$150K/yr
$2B on platform$300K/yr
Kubera, any AUMFrom $3,600/yr

The bill grows every year you do. Ours doesn't.

Getting started

Three steps. No project plan.

01

Try it as a client

Take the 14-day trial. Set up a real portfolio. Connect your AI. Sent by a client? Skip to step two.

02

Request a demo

Thirty minutes. What your clients see, how entities are set up, the AI and compliance controls.

03

Setup starts within 24 hours

Branding and domain, done with you. You invite your clients. No project manager.

FAQ

Things firms ask before they sign.

How long does it take to go live?

Within 24 hours of signing. Branding and domain are done with you. You invite the clients.

Who owns the data?

Your clients and your firm. Export any time. Delete, and it's gone.

Can I turn the AI connection off for my clients?

Yes. Firm-wide.

Does this replace my portfolio accounting or planning software?

No. It sits beside them and covers what they can't: external banks, brokerages, held-away, private, crypto, real assets, entities, currencies.

Does it work outside the US?

Yes. US, UK, Canada, Europe, the Middle East, Australia, New Zealand and more. Any base currency. The founders manage wealth across countries themselves — this is the tool they couldn't find.

A client of mine already uses Kubera. What happens to their portfolio?

We migrate it to your white-label instance, with history intact.

Can I get the SOC 2 report before we sign?

Yes. Under NDA.

Try it as a client first. Then let's talk.

Use it before we pitch it. Take the trial, set up a real portfolio, connect your AI. You'll know inside a week. Sent here by a client? Skip the trial — a real person replies within a business day.

Start the 14-day trial →

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