Kubera

Kubera

Modern net worth tracker for all assets including crypto, real estate, and private equity

8/10
AI Financial Planning Tools
paid
Founded 2019

Performance Scores

8
Overall
8.3
Ease of Use
7.8
AI Power
8.6
Features
8.5
Value
8.4
Support

About This Tool

Kubera solves the blind spot in every other financial planning tool: alternative assets. While Monarch and Copilot connect to banks and brokerages, they can't track your crypto portfolio, private equity stakes, real estate equity, collectibles, or offshore accounts. Kubera connects to 20,000+ banks globally, all major crypto wallets and exchanges, and allows manual entries for any asset class — then provides a unified net worth dashboard updated daily. High-net-worth individuals, family offices, and sophisticated investors use Kubera as their financial control center, replacing the combination of Personal Capital, spreadsheets, and manual tracking that previously required significant administrative effort.

Use Cases

  • ✓See your complete net worth including crypto, real estate, and private investments in one place
  • ✓Track the equity in multiple properties as values change monthly
  • ✓Monitor a diversified portfolio spanning 5 different countries and currencies
  • ✓Prepare an asset summary for estate planning purposes

Our Review

Kubera tracks your complete net worth across traditional accounts, crypto, real estate, private equity, and alternative assets with AI-powered insights.

Pricing

$19/moper user

Pros

  • Tracks everything including alternatives
  • Global bank support
  • Clean interface
  • Great for HNW

Cons

  • Pricier than basic tools
  • Less budgeting focus
  • No advisor integration

Key Features

All asset tracking
Crypto wallets
Real estate equity
Global bank connections
Estate planning features
Family sharing

Replaces These Legacy Tools

Personal CapitalManual net worth spreadsheetsMultiple tracking tools

Best For

High-net-worth individuals with diverse asset portfolios including alternatives

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Visit Kubera

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This review is independently researched by our editorial team. If you visit Kubera through our link, we may earn a small commission at no cost to you. This helps keep our reviews free and unbiased.

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