Is Kubera the Best Net Worth Tracker?

Kubera describes itself as “the world’s most modern wealth tracker,” and it does a great job living up to this name. More than $20 billion in assets are currently tracked through their platform, meaning they’ve grown a sizeable following in a relatively short period.

Kubera comes in two basic packages. One targets financial advisors, portfolio managers, and family offices, while the other targets affluent individuals who manage their portfolios.

The platform makes it easy to gain a unified view of a wide range of your alternative investments, like crypto investments and traditional investments, as well as your net worth in one place. Kubera connects directly to brokerages that deal in real estate and precious metals, bank accounts, crypto exchanges, crypto wallets, retirement accounts and other financial institutions.

It does thus automatically sync your transaction data, financial account balances, credit cards, holdings, and more. This gives you a real-time snapshot of your entire financial life and your financial goals that are always up to date.

Kubera should be at the top of your list if you’re looking for an all-in-one wealth management service. Their platform combines essential budgeting tools for tracking your net worth, optimizing your portfolio, improving financial wellness, and gaining control of your financial health. Here is a Kubera review to determine if it is the best net worth tracker.

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Key Features of Kubera Net Worth Tracker

Kubera offers powerful features that set it apart as a top net worth tracker.

• Broad and seamless integration: Kubera aggregates all your accounts in one place using connections to major financial institutions. No more logging into multiple websites to get the full picture of your finances.
• Cryptocurrency support: Kubera supports over 100 cryptocurrencies, automatically tracking your holdings across exchanges and wallets. For crypto enthusiasts, this is a must-have feature not found in most other stock portfolio trackers.
• Estate planning tools: Kubera’s “dead man’s switch” lets you give trusted contacts access to your financial data in case of emergency or death. This gives you peace of mind that your variety of assets, including physical assets, digital assets, non-traditional assets like crypto assets, and accounts, can be properly handled if you’re unable to manage them yourself.
• White label service: Companies can use Kubera’s technology to provide premium tracking services to their clients under their brand. Kubera handles the infrastructure so partners can focus on their business.
• Easy account sharing: Securely share access to your Kubera account with your spouse, financial advisor, or anyone else you trust. Kubera’s granular permissions let you control exactly what they can see and do.
• Multi-currency Support: As a global citizen or someone with international banks and assets, you’ll appreciate Kubera’s ability to track your net worth in any currency. Whether you have a property in Europe, stocks in Asia, or a business in South America, Kubera makes it easy to get a quick snapshot of your total assets and liabilities in any currency.

Kubera Pricing & Plans

Kubera offers two main pricing plans: Kubera Personal for individuals and Kubera Professional for financial advisors and businesses.

Kubera Personal

Kubera Personal costs $150 per year, though you can try it for 14 days for just $1 to see if you like it. This plan gives you access to Kubera’s net worth tracking tools, financial planning tools, investment performance reports, budgeting features, and financial dashboard. If you’re looking for an easy way to get a holistic view of your finances and plan for the future, Kubera Personal is a great option.

Kubera Professional

Kubera Professional plans start at $150 per month. You’ll need to contact Kubera’s sales team to discuss a customized plan that meets your needs. Kubera Professional is ideal if you want to efficiently manage your clients’ financial lives and provide them with a premium experience.

Kubera Pros and Cons

Pros

• Effortless integration with over 20,000 banks and brokerage firms.
• Enables user-friendly categorization of diverse asset types.
• Top-tier tracking for cryptocurrencies.
• Supports multiple currencies.

Cons

• Currently lacks a mobile personal finance app.
• On the pricier side, with no complimentary version offered.

Is Kubera the Best Net Worth Tracker?

Whether Kubera is the best net worth tracker for you will depend on your personal finance tracking needs and budget. In terms of security and data protection, Kubera does not cut corners. They encrypt your financial data on their secure Amazon Web Services servers. Since they use third-party aggregators, they never see your banking or investment account credentials. This ensures the privacy and security of your information.

Overall, Kubera is worth the cost if it fits your budget. You’ll enjoy all its features and how easy it is to track your wealth and financial standing. Some of the main benefits of using Kubera include:

If improving your financial awareness and making better money decisions are your priorities, Kubera is a helpful tool. The insights and overviews it provides into your complete financial picture can give you greater peace of mind and help secure your financial future. Click here to try Kubera today with the 14-day free trial.

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