Kubera

Active

Country: United States (US)
Founded: 2019
Developer: Kubera
Pricing: Subscription-based, starting at $150/year
Open source: No
Platforms: Web

Indexes

Investing/Portfolio

Overview

Kubera is a web-based wealth tracking application that aggregates and monitors assets across multiple classes including stocks, bonds, cryptocurrencies, real estate, domain names, precious metals, cars, and debts. It supports connections to over 20,000 global banks, brokerages, and crypto exchanges via aggregators like Plaid, Yodlee, and Salt Edge, with multi-currency support and real-time valuations using live price feeds and AI. Targeted at investors with complex, diversified portfolios such as high-net-worth individuals, international investors, and those holding alternative assets, it stands out with features like nested portfolio structures for trusts and LLCs, peer benchmarking, and estate planning tools.

Key Features

Multi-Asset Tracking - Tracks stocks, crypto, DeFi, NFTs, real estate, domains, metals, vehicles, and debts in one dashboard.
Global Account Aggregation - Connects to 20,000+ banks, brokerages, and crypto platforms worldwide via multiple data aggregators.
Multi-Currency Support - Converts and displays net worth in any currency, including Bitcoin.
Portfolio Insights - Calculates IRR, allocation analysis, and performance charts for custom periods.
Club Benchmarks - Provides anonymized median benchmarks from peer groups of 500+ members in similar net worth ranges.
Estate Planning - Life Beat prompts and secure document vault for beneficiaries with read-only access.
Nested Portfolios - Supports tracking assets within trusts, LLCs, and holding companies.
AI Import - Parses and imports data from uploaded statements or screenshots.

Pricing

Plan	Price	Includes
Standard	$150/year	Core tracking, global connections, basic insights, document storage.
Premium	$225/year	All Standard features plus Club benchmarks, advanced analytics, multiplayer sharing.
Concierge	$2,499/year	All Premium features plus VIP support and onboarding assistance.

Platforms & Requirements

Kubera is a web application accessible via modern browsers on desktop and mobile devices, with no native apps for iOS or Android. It requires an internet connection for real-time updates and aggregations. No specific hardware minimums beyond standard web capabilities.

Integrations & Ecosystem

Plaid
Yodlee
Salt Edge
Estibot (domain valuation)
Casa (self-custody crypto)
20,000+ banks/brokerages
Major crypto exchanges/wallets
Manual CSV/statement import

Alternatives

App	Difference
Empower	Offers budgeting and financial planning tools alongside tracking, unlike Kubera's exclusive focus on asset aggregation.
TrackMyStack	Emphasizes privacy and manual control with less automated aggregation than Kubera's extensive connections.
Capitally	Prioritizes real estate and private equity tracking with stricter data privacy, avoiding third-party credential sharing.
Personal Capital (Empower)	Provides advisory services and retirement planning, while Kubera avoids selling financial products.

Reputation

Kubera is praised for its comprehensive multi-asset tracking, strong international support, and clean interface suited for complex portfolios, earning positive mentions from investors and reviewers for privacy focus and lack of upselling. Criticisms include high pricing for premium tiers, reliance on third-party aggregators that may have connection issues, and absence of budgeting or advisory features. It holds a solid reputation among high-net-worth users but may overwhelm simpler portfolios.

Sources (9)