Kubera
The facts below are what the maker publishes about Kubera, checked and dated. Our editors have not written about it yet.
Plans and prices
From Kubera's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | $250 a year | Everything except what's listed under Black · $250/year |
| Black | $2,500 a year | Essentials plus ownership tags, nested portfolios, guided onboarding, and VIP support · $2500/year |
| White Label | $300 a month | White-label web and mobile · Unlimited connections per client portfolio · Support for multiple asset classes, currencies, and entities · Starting at $300/month |
The facts
Each one read from Kubera's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Assets
- It tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio.checked 8 Oct 2026
- Compliance
- Kubera maintains a SOC 2 Type II report for the systems behind Kubera for Business and its white-label platform; eligible business customers and partners can request it under confidentiality.checked 8 Oct 2026
- Connections
- Kubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge.checked 8 Oct 2026
- Integrations
- Kubera supports connections with AI assistants including ChatGPT, Claude, Grok, and Perplexity.checked 8 Oct 2026
- Intended users
- Kubera describes itself as a balance sheet for people managing their own wealth, including people with complex trusts and holding companies.checked 8 Oct 2026
- Limitations
- Kubera says it cannot initiate transactions, does not store banking credentials, and is not a tax filing tool.checked 8 Oct 2026
- Mobile
- Kubera can be added to the iPhone home screen from Safari and to Android from Chrome, where it behaves like a native app.checked 8 Oct 2026
- Multi-currency
- Kubera supports multiple currencies throughout the portfolio and lets users view wealth in their preferred currency.checked 8 Oct 2026
- Performance
- Kubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains.checked 8 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Product
- Kubera is a balance sheet and portfolio tracker for people who manage their own wealth.checked 8 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- Kubera says data is encrypted at rest on AWS and in transit over HTTPS with HSTS, while its account connections are read-only.checked 8 Oct 2026
- Support
- Black includes priority email support and one-to-one Zoom calls; Kubera says its team replies to customer emails.checked 8 Oct 2026
- Unconnected accounts
- Web Sync can read account information from institutions that do not connect through APIs, and positions can also be entered manually.checked 8 Oct 2026
Money
- Free plan
- Nochecked 20 Sep 2026
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