Kubera

A personal wealth tracking platform that aggregates all assets into a single balance sheet, solving the problem of fragmented financial visibility. It serves individuals and families managing their own wealth, from $250K to $2.5 billion, including executives and founders. It is positioned as a comprehensive alternative to spreadsheets, with support for traditional and digital assets, multi-currency, and complex ownership structures, delivered as a SaaS subscription.

Key features

• Aggregate banks, brokerages, and investment accounts
• Track stocks, ETFs, and mutual funds globally
• Support for digital assets, DeFi, and NFTs
• Track staking, lending, and on-chain activities
• Integrate with Carta and other platforms
• Appraise gold, real estate, vehicles, and more
• Web Sync Chrome extension for manual sync
• Multiple entities and ownership structures
• Nested portfolios with granular access control
• Multi-currency support