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Kubera Alternatives & Competitors

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Net worth tracker replacement guide

Kubera logo

Best Kubera Alternatives

Compare premium wealth trackers when you need different account aggregation, asset coverage, advisor features, pricing, or estate workflows.

Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office-style users who need one balance-sheet view across banks, brokerages, crypto, real estate, private equity, alternatives, documents, beneficiaries, currencies, and APIs. Compare alternatives by the complexity you need to manage, including global connectors, alternative assets, entity views, document storage, advisor portals, estate handoff, or price.

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Which Alternative Should You Use?

getquin logo

getquin

Closest replacement

Best for: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

  • getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • getquin adds a free starting point that the base tool does not show. Free-plan limits: Signup required. Core portfolio tracking is free to download/use.

Watch for: Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.

Open getquin
DetailsCompare
Masttro logo

Masttro

Best workflow fit

Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

  • Masttro best matches the base workflow on portfolio tracking, portfolio analytics, and advisor client reporting.
  • Masttro lists Other pricing, so compare the current plan against your existing setup.

Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Request Masttro pricing
DetailsCompare
Snowball Analytics logo

Snowball Analytics

Best audience fit

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

  • Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Snowball Analytics adds a free starting point that the base tool does not show. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics
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Wealthfolio logo

Wealthfolio

Strong runner-up

Best for: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

  • Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Wealthfolio adds a free starting point that the base tool does not show. Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account.

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Download Wealthfolio
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
getquin logo
Closest replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Broker Connectors
  • Education

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
  • Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
  • Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Open getquinCompare
Full review and details
2
Wealthfolio logo
Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Broker Connectors
  • Custom Dashboards

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Monte Carlo

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Blogs
  • Education

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

$17.84/mo less than Kubera

Fit
Partial replacement
Download WealthfolioCompare
Full review and details
3
Snowball Analytics logo
Best audience fit

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio watchlists.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$14.17/mo less than Kubera

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
4
Masttro logo
MasttroBest workflow fit
4
Masttro logo
Best workflow fit

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards

Gain

  • Wealth Management
  • Audit Trail / Supervision

Lose

  • Blogs
  • Education
  • ETFs coverage
  • Commodities coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists.
  • Free-plan limits: Pricing is quote-based rather than self-serve. Official pricing model is fixed annual license, not AUM-based. Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Cost
Paid only

Contact for pricing

Fit
Partial replacement
Request Masttro pricingCompare
Full review and details
5
Addepar logo
AddeparPartial replacement
5
Addepar logo
Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

  • Portfolio
  • Broker Connectors
  • APIs & Data Feeds
  • Advisor Operations

Gain

  • Wealth Management
  • Data Visualizations
  • Tax Lots / Lot Optimization

Lose

  • Custom Dashboards
  • Blogs
  • Education
  • Commodities coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and screening and idea generation.
  • Free-plan limits: No public self-serve pricing. Subscription access requires a sales process. Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
  • Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Cost
Paid only

Contact for pricing

Fit
Partial replacement
Request Addepar demoCompare
Full review and details

What This Shortlist Tells You

Start with the Kubera workflow you would move: global aggregation, private assets, crypto, real estate, documents, beneficiaries, advisor portals, or API access.

Check connector coverage, multi-currency support, sharing controls, estate workflows, and pricing before moving a complex balance sheet.

Choose a simpler tracker only if household complexity, alternatives, and advisor-style workflows are not central.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Broker Connectors×5Portfolio×5Advisor Operations×2APIs & Data Feeds×2Custom Dashboards×2Education×1

New angles introduced

Categories the alternatives add beyond Kubera.

AI Research+2Alerts+2Data Visualizations+2Dividends+2News+2Performance Attribution+2Retirement Calculator+2Risk Metrics+2

Access & Pricing

Free to start

3/5

3 of 5 start free, which Kubera does not.

Paid plans from

$2.99/mo

Wealthfolio is the cheapest paid upgrade. Kubera starts at $20.83/mo.

Mobile app

5 of 5

5 have a mobile app, like Kubera.

API access

2 of 5

2 expose an API or data feed, usually on a paid plan.

Hands-on tested

0 of 5

0 tested hands-on. 0 are analyst picks.

Coverage overlap

49%

Average share of Kubera categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Kubera?

getquin, Wealthfolio, and Snowball Analytics share the most workflows with Kubera, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

getquin, Wealthfolio, and Snowball Analytics start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Kubera alternatives cover?

Between them the top matches cover Advisor Operations, APIs & Data Feeds, Broker Connectors, Custom Dashboards, Education, and Portfolio. Kubera workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Kubera still stand out?

None of the alternatives here cover Blogs. Keep Kubera for that, or run both tools side by side.

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Feedback

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.