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Kubera

Kubera logo

Kubera

$249.00/year
14 day trial
72% feature coverage
🇺🇸 US
Premium net worth tracking and portfolio management platform designed for high-net-worth individuals (HNIs). Features comprehensive asset aggregation across banks, brokerages, crypto, real estate, and alternative investments. Includes multi-currency support, AI-powered import, and advanced collaboration features.
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Platforms:

Web, iOS, Android

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App Details

Pricing Plans

Essentials

$249.00/year

  • • All core features
  • • Account aggregation
  • • Manual entries
  • • Multi-currency
  • • AI Import
  • • Reports & Analytics
  • • Mobile apps

Black

$2499.00/year

  • • Everything in Essentials
  • • Nested Portfolios
  • • Granular Access Control
  • • Concierge Onboarding
  • • VIP Support

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified