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.