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Company health
Kubera description
Kubera helps individuals and families track their complete net worth, including complex assets like real estate, crypto, and private investments. It offers a consolidated view of all holdings, automatic updates, and advanced reporting. Kubera focuses on high-net-worth individuals and families, offering a secure, private platform to manage their finances. It stands out with its broad asset coverage and multi-currency support. Kubera promises a simplified, organized, and secure way to manage your wealth.
Who is Kubera best for
Kubera is a secure wealth management platform designed for high-net-worth individuals and families. It offers a consolidated view of diverse assets, including real estate, crypto, and private investments, with automatic updates and advanced reporting. Multi-currency support caters to international holdings. Kubera simplifies complex wealth management, providing a secure and organized financial overview.
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Best for medium businesses (101-1000 employees) and large enterprises (1001+ employees).
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Particularly well-suited for the financial, banking, and insurance sectors.
Kubera features
Supported Kubera allows tracking of diverse assets, from traditional investments to crypto and real estate, providing a consolidated view of net worth. |
Supported Kubera aggregates all holdings into a single dashboard, simplifying wealth management. |
Supported Kubera automatically updates asset information, minimizing manual entry and ensuring data accuracy. |
Supported Kubera provides real-time dynamic reporting, offering insights into investment performance and asset allocation. |
Supported Kubera offers robust multi-currency support, accommodating users with international holdings. |
Supported Kubera prioritizes security and privacy, employing a privacy-first business model and robust security measures. |
Supported Kubera connects with various financial institutions globally to aggregate asset information. |
Kubera pricing
See the Kubera pricing page.
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Kubera has a free plan.
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Kubera has a free trial.
For individuals who manage their own portfolios.
Collaborate with your family and your extended team.
All-in-one Client Portal for Financial Advisors & Multiple Family Offices
Kubera alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Kubera FAQ
Kubera is a wealth management platform designed for high-net-worth individuals and families. It offers a consolidated view of all assets, including complex holdings like real estate and crypto, with automatic updates and advanced reporting. Kubera simplifies wealth tracking, providing a secure and organized platform for managing finances.
What is Kubera and what does Kubera do?
Kubera is a wealth management platform designed for high-net-worth individuals and families. It offers a consolidated view of all assets, including complex holdings like real estate and crypto, with automatic updates and advanced reporting. Kubera simplifies wealth tracking, providing a secure and organized platform for managing finances.
Kubera integrates with various financial institutions to aggregate asset information. It does not directly integrate with other tools for tasks like document analysis or investment planning, focusing primarily on secure data aggregation and net worth tracking.
How does Kubera integrate with other tools?
Kubera integrates with various financial institutions to aggregate asset information. It does not directly integrate with other tools for tasks like document analysis or investment planning, focusing primarily on secure data aggregation and net worth tracking.
Kubera competes with Vyzer in tracking diverse assets, but Vyzer focuses on administrative tasks. Addepar targets large financial institutions, while Kubera serves high-net-worth individuals and families. Other competitors like CoinTrack AI and Hodlezz specialize in cryptocurrency tracking.
What the main competitors of Kubera?
Kubera competes with Vyzer in tracking diverse assets, but Vyzer focuses on administrative tasks. Addepar targets large financial institutions, while Kubera serves high-net-worth individuals and families. Other competitors like CoinTrack AI and Hodlezz specialize in cryptocurrency tracking.
Kubera is a legitimate platform for wealth management. It offers robust security measures and a privacy-first approach to protect user data. For added assurance, explore Kubera's security features on their website.
Is Kubera legit?
Kubera is a legitimate platform for wealth management. It offers robust security measures and a privacy-first approach to protect user data. For added assurance, explore Kubera's security features on their website.
Kubera's pricing plans include Personal for $150, Family for $225, Essentials for $199, and Black for $2499 per year. A 14-day trial is available for $1. Users can get Kubera free by referring three friends. Is Kubera worth it for tracking your net worth and investments? It depends on your individual needs and budget.
How much does Kubera cost?
Kubera's pricing plans include Personal for $150, Family for $225, Essentials for $199, and Black for $2499 per year. A 14-day trial is available for $1. Users can get Kubera free by referring three friends. Is Kubera worth it for tracking your net worth and investments? It depends on your individual needs and budget.
There is no information available about Kubera's customer service.
Is Kubera customer service good?
There is no information available about Kubera's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.