Kubera Review 2024
Disclosure
Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.In a nutshell: 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 is currently tracked through their platform, meaning they’ve grown a sizeable following in a relatively short period of time.
Kubera comes in two basic packages. One targets financial advisors, portfolio managers, and family offices, while the other targets wealthy individuals who manage their own portfolios.
Top features of Kubera include its intuitive interface, back-end connection tools, and ability to track DeFi assets on various blockchains.
Keep reading for our comprehensive Kubera review and see whether it’s right for you!
Pricing |
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Standard Plan | $150/month Kubera Personal | $150/year ($12.50/month) |
- Seamless connection with more than 20,000 banks and brokers
- Allows intuitive listing of many different asset classes
- Best-in-class cryptocurrency tracking
- Multi-currency support
- No mobile app (as of yet)
- Relatively expensive (and no free option available)
Table of Contents
Kubera Review 2024 | Is Kubera Right for Me?
Kubera is the Hindu God of wealth, and the site is designed for anyone motivated to stay on top of their finances and build wealth. It may be for personal use or client portfolios, or even for a small family business.
Kubera would make a great option for most people who care about their personal (or professional) finances. It’s a step above most net worth tracking apps, especially the free ones. That said, the value it delivers comes at a fairly steep cost. Plus, some users may be frustrated by the lack of budgeting tools.
External Kubera Reviews & Ratings
Site | Rating | |
Comparewise | 5 | |
CryptoVantage | 4.8 | |
Reviews.io | 4.7 from 593 reviews | |
Product Hunt | 4.5 from 9 votes | |
Benzinga | 4.5 | |
CaptainAltcoin | 4.4 |
What Is Kubera Wealth Tracker?
Kubera is a premium, intuitive tool designed for tracking assets and liabilities. You can easily track investments, including cryptocurrency, as well as any assets and debt you might have, whether savings accounts, a home, a car, a mortgage, etc.
One aspect of Kubera that stands out is its spreadsheet-style layout, and this is no accident. Founder and CEO Rohit Nadhani was using Google Sheets to track his finances and realized that it was a great tool—with even greater potential. This led him to add automation—no more tedious updates by hand—and other helpful features, which we’ll turn to now.
Reviewing Kubera Features
Kubera is one of the best portfolio and net worth trackers around, and this is in large part due to its premium features. Here are some of its best ones:
- Broad and seamless integration – Using top-of-the-line aggregation services such as Yodlee and Plaid allows Kubera to offer seamless connections with a huge number of brokers and banks.
- Cryptocurrency supported – Some personal finance trackers do not support cryptocurrency accounts. Or, if they do, it’s very limited, while Kubera offers best-in-class crypto tracking.
- Estate management – Kubera’s founder began tracking his assets after a life-threatening experience. So, a key feature he wanted to develop was what’s known as a “dead man’s switch.” Put simply, this facilitates the transfer of assets in the event of an accident or other incapacitation.
- White-Label service – This service helps companies use Kubera architecture with their own branding to provide clients with the modern tracking technology that Kubera has to offer.
- Easy to share – Whether you want to provide access to your partner or your financial advisor, Kubera makes it easy to control sharing and access.
- Multi-currency – Just about any global currency you can think of is covered by Kubera. Dual citizen? Work all over the world? Rest assured that you can easily track your assets and liabilities in different currencies.
Kubera Pricing & Plans
Kubera offers two kinds of plans: one for individuals, and one for financial professionals and businesses.
Kubera Personal will set you back $150 per year, though you can try it for 14 days for $1.
For financial advisors, portfolio managers, and family businesses, plans start at $150 per month, though you need to contact their sales team to discuss a plan.
Is Kubera Worth It?
Whether Kubera is worth it will depend on your personal (or business) finance tracking needs and your budget.
For many individuals, a free service such as Personal Capital may well do the trick. If you desire a more premium service, however, or need help keeping track of your clients or business, then Kubera delivers a lot more.
In terms of security and data protection, Kubera does not cut corners. They encrypt your data on their Amazon (AWS) servers, and since they use third-party aggregators, they never see your banking or brokerage credentials. This is part of the “Swiss bank privacy and security” that they claim to offer.
Overall, Kubera is worth the cost. If it’s in your budget, you’ll likely enjoy all the features it has to offer and the ease with which it allows you to track your wealth. Plus, with a 4.8/5 rating on reviews.io, you can rest assured that it’s a high-quality and trustworthy product.
Try it today to take greater control over your finances!