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Kubera
Kubera lets users track total net worth across stocks, crypto, real estate, and other assets from a single dashboard.
530 Lytton Ave, Palo Alto, CA 94301, United States
Kubera
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Description
Kubera aggregates financial holdings across bank accounts, brokerages, cryptocurrency wallets, and physical assets through third-party financial aggregation APIs. The platform provides real-time portfolio valuations via live price feeds and AI-powered asset appraisal, supporting multi-currency views and scenario planning. Features include AI-assisted document import, self-attested proof of wealth generation, granular portfolio sharing, a beneficiary wealth transfer switch, and MCP-based AI advisor integration.Category: Portfolio Tracker
Kubera White Label
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Description
Kubera White Label provides the Kubera portfolio tracking platform to financial advisors and registered investment advisors under a custom brand. The service delivers the same aggregation infrastructure, real-time reporting, and asset management capabilities as the consumer product through a branded interface. Business clients manage client portfolios while Kubera handles underlying data connections, security infrastructure, and platform operations.Category: Portfolio Tracker