Kubera
The balance sheet for those who manage their own wealth
Kubera is a personal wealth management platform that aggregates all asset types—stocks, bonds, crypto, real estate, vehicles, private investments, and more—into a single unified balance sheet. It supports international bank and brokerage connections, multi-currency tracking, complex ownership structures like trusts and LLCs, and AI-powered document import. The platform targets self-directed high-net-worth individuals who want a complete, real-time view of their net worth without relying on financial advisors.
Kubera connects to thousands of financial institutions via aggregators, supports manual and AI-powered document import, and organizes all assets into a real-time balance sheet with reporting, scenario planning, and multi-entity ownership structures.
High-net-worth individuals and expats who self-manage complex, diversified wealth
Background.
- Status
- launched
- Business model
- subscription
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