On the recordRead 8 Oct 202618 facts
Kubera
Plans and prices
Essentials
$250a year
Everything except what's listed under Black
Read 8 Oct 2026 · kubera.com
Black
$2,500a year
Essentials plus ownership tags, nested portfolios, guided onboarding, and VIP support
Read 8 Oct 2026 · kubera.com
White Label
$300a month
White-label web and mobile · Unlimited connections per client portfolio · Support for multiple asset classes, currencies, and entities
Read 20 Sep 2026 · kubera.com
On the record
- Allocation analysis
- Yeskubera.com · read 20 Sep 2026
- Assets
- It tracks brokerage and retirement accounts, crypto, private equity, real estate, vehicles, gold, and other assets in one portfolio.kubera.com · read 8 Oct 2026
- Asset class coverage
- multi_asset_alternativeskubera.com · read 20 Sep 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.kubera.com · read 8 Oct 2026
- Connections
- Kubera connects accounts through Plaid, Mastercard, MX, Yodlee, Akoya, SnapTrade, Lean, Akahu, and Salt Edge.kubera.com · read 8 Oct 2026
- Integrations
- Kubera supports connections with AI assistants including ChatGPT, Claude, Grok, and Perplexity.kubera.com · read 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.kubera.com · read 8 Oct 2026
- Limitations
- Kubera says it cannot initiate transactions, does not store banking credentials, and is not a tax filing tool.kubera.com · read 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.help.kubera.com · read 8 Oct 2026
- Multi-currency
- Kubera supports multiple currencies throughout the portfolio and lets users view wealth in their preferred currency.kubera.com · read 8 Oct 2026
- Performance
- Kubera calculates IRR for positions with cash flows and shows portfolio growth, daily history, cost basis, and gains.kubera.com · read 8 Oct 2026
- Performance reporting
- Yeskubera.com · read 20 Sep 2026
- Product
- Kubera is a balance sheet and portfolio tracker for people who manage their own wealth.kubera.com · read 8 Oct 2026
- Risk analysis
- Yeskubera.com · read 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.kubera.com · read 8 Oct 2026
- Support
- Black includes priority email support and one-to-one Zoom calls; Kubera says its team replies to customer emails.kubera.com · read 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.kubera.com · read 8 Oct 2026
