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Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Eoghan McCabe
Founder & CEO @ Intercom
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better.
Eoghan McCabe
Founder & CEO @ Intercom

Aggregate everything

Kubera was born out of the need for a truly unified view of wealth. It brings everything together, no matter how diverse your assets are, so you can finally see the complete picture. Ditch the spreadsheet.

The Basics - Banks & Brokerages

Kubera runs multiple aggregators, local and global, and picks the best connector for each of your institutions automatically. Thousands of banks and brokerages worldwide.

Alternatively track your live positions using stocks & fund tickers. Kubera covers every major stock exchange in the US, Canada, UK, Europe, and Asia.

Digital Assets

Major blockchains, exchanges, and wallets. DeFi, NFTs, staking, lending, all tracked as live positions. View your net worth in Bitcoin if you like. Stablecoins count as cash, because they are.

Alts, Private Stocks, LP Positions

We've signed the sub docs and wired the capital calls ourselves. Kubera tracks committed capital, calls, distributions, and IRR, so you can see the full picture alongside everything else you own.

Gold, Real Estate, Vehicles, Jewelry, Watches, anything

Live price feeds plus AI appraiser keep every asset current. If you can own it, Kubera can track it. Details

Web Sync

Some institutions don't connect to anything. Kubera's Web Sync Chrome extension reads the numbers straight off their website and syncs them to your portfolio. Details
Loving Kubera. I've been yearning for one financial dashboard-to-rule-them-all for 12yrs
Emily Binder
Founder @ WealthVoice & Beetle Moment

Multiple entities and Ownership Structures

Holding companies, subsidiaries, trusts, partnerships, multiple owners. Structures most software pretends don't exist. Kubera was built for them.

Ownership tags show how your wealth is distributed across people, trusts, and entities. Details

Nested Portfolios, for more complex structures, give each person, trust, or entity its own portfolio with independent views, granular access control, and money flows tracked between them. Details

Multi-Currency Wealth

Multi-currency runs through every layer of Kubera. The founders have lived and managed wealth across multiple countries themselves, and built Kubera to solve the problem they couldn't find a tool for.

Multiplayer

Share portfolios with family, assistants, advisors, accountants, anyone you trust. Granular access control decides who sees what and how much. You stay in control. Details

Real-Time Reporting

See how your investments grow over time. Get a snapshot of your portfolio allocations from multiple dimensions. Unlike outdated PDF reports, Kubera provides real-time, dynamic, and beautiful reporting. Kubera offers advanced insights usually only reserved for those who can afford family offices. 

Cash Management

Know exactly how much cash you have across all accounts, so you have enough liquidity for expenses and capital calls. Cash forecasting tools ensure you're never caught by surprise, preventing forced sales at the last moment.

Fast Forward

Retirement calculators assume a fixed date and a fixed plan. You have neither. Fast Forward runs scenarios on complex wealth: sell the company, buy the house, fund the trust and watch the balance sheet respond. Details

Proof of Wealth

Need proof of funds? Accredited investor verification? Stop gathering documents.
Send a self-attested proof of wealth, verified by Kubera. Details

Club Benchmarks

See how people like you actually invest, allocate and grow their wealth. Compare your key allocations and portfolio performance against benchmarks drawn from aggregated data of an anonymous club of Kubera customers with similar net worths. The network's intelligence, returned to you. Details

Your Own AI Advisor

Your full balance sheet, readable by ChatGPT, Claude, and Gemini. Ask anything at 2 a.m. It answers, and it doesn't bill for the meeting. Details

Dead Man’s Switch

Don’t fumble generational wealth. Kubera ensures your family gets the right details when it matters—without sharing everything now.

Go silent for too long, and Kubera securely delivers your portfolio to your chosen beneficiaries. Details
Kubera has proved to be the best product we’ve found for expats — both those moving to the United States and Americans moving abroad — to manage their global investments and track them in the currency of their choice."
Keith Poniewaz, Ph.D.
Partner | Director of International Advisory Services @ Walkner Condon Financial Advisors
Kubera makes tracking your net worth fun. It's a uniquely well considered product. Thorough and flexible and deep in all the ways you want. And constantly getting better."
Eoghan McCabe
Founder & CEO @ Intercom

Take back your wealth

Past a certain number, you stop seeing your own money. It spreads across institutions, portals, statements, and other people's software. You see pieces. Someone else assembles the whole. Kubera puts everything you own and owe on one page, so the person with the complete picture of your wealth is you. Read our story

Skip the middleman

There's an entire industry built around charging 1% a year to send you reports about your own money. Private banks. Multi-family offices. Relationship managers.

You sit through four meetings a year flipping through pretty PDFs. The software running underneath was built for the advisor across the table. The whole thing was never for you.

Most people don't choose this. It happens once your wealth crosses the threshold where the system decides you're worth serving. You can decline. Almost no one does.

The people who use Kubera are the ones who did.

Secure by design

We don't sell financial products. We don't sell data. We don't run ads. We sell software. The only person we're working for is you. Details

Humans when you want them. Never when you don't

Email us and a real person from the team replies. Don't email us and nothing happens. That's the relationship.

Master your temperament

You know the feeling. Everything is down. Everything looks urgent. The impulse is to act.

Kubera slows that moment down. It shows you the full picture — across time, across accounts, across assets — so you can see whether anything has actually changed, or whether it just feels like it has.

The best investment decision is often no decision at all. Kubera makes it easier to do nothing.
I've used tons of net worth tracking apps. Kubera is my favorite by FAR. I have zero affiliation. I'm pretty sure it's a tiny team. But they've been launching so many cool features and are moving fast.
Sam Parr
Co Founder @ Hampton
Kubera has proved to be the best product we’ve found for expats — both those moving to the United States and Americans moving abroad — to manage their global investments and track them in the currency of their choice.
Keith Poniewaz, Ph.D.
Partner | Director of International Advisory Services @ Walkner Condon Financial Advisors
Two prices. Not based on wealth. Based on complexity.
A wealth manager charges 1%. On $25 million, that's $250,000 a year. We kept the 250 and dropped the zeros.
kubera
Essentials
Everything except what's listed under Black
$250/year
kubera
Black
For complex multi-entity wealth.
Kubera Black customers get the Essentials plus...
  • Ownership tags: tag assets by owner across people, trusts, and entities. Details
  • Nested Portfolios: independent portfolios per person, trust, or entity, track money flowing between them and granular access control. Details
  • Guided Onboarding: get help fine-tuning your setup.
  • VIP Support: priority Email support and 1:1 Zoom calls
$2500/year
Try it fully loaded. Choose the subscription plan after the trial.
Try for 14 days
Try the fully loaded version.
Choose the subscription plan after the trial.
for business
Kubera White Label
Plans Starting
$300/month
Request a Quote
Kubera is the home of my financial life. I've been using it for years now & it's my goto dashboard