Essentials
$250/yrBilled annuallyFor household wealth across asset types
- Global multi-asset and multi-currency tracking.
- Document vault, planning, and estate handoff.
- 6,000 API requests daily.
VOL. XCIV, NO. 247
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Kubera Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Kubera brings banks, brokerages, crypto, property, and private investments into a paid household balance sheet. Track net worth in a chosen currency, keep documents with assets, and model cash needs or future balances. Black adds nested ownership structures and finer sharing controls; White Label supports adviser client portals. The trial is temporary, and the product focuses on reporting and planning rather than trade execution.
Verdict
Worth it if you need a multi-asset balance sheet across accounts and private holdings.
- Household reporting: consolidate public, private, and crypto assets
- Complex ownership: model entities and sharing on Black
- Adviser reporting: use branded client portals
Skip it if you want a permanent free tracker after the trial.
- Paid access: no permanent free plan after the trial
- Tier choice: complex ownership and permissions cost more
- Workflow scope: trading and rebalancing execution need another service
Kubera
Web / Mobile / Desktop / API · How this site is funded
Pricing
Prices checkedMonthly and annual billing3 plans
Black
$2500/yrBilled annuallyFor complex entities and shared access
Everything in Essentials, plus
- Everything in Essentials.
- Nested portfolios and granular sharing.
- Guided onboarding and VIP support.
- 24,000 API requests daily.
Kubera White Label
$300/moBilled monthlyFor advisors with branded client portals
- Branded client portal and portfolio views.
- Team access and reporting workflows.
- 24,000 API requests daily per tenant.
Key features
Multi-asset balance sheet
Combine connected accounts with property, private investments, and custom assets.
Currency and performance views
Review net worth and returns in your chosen base currency.
Nested ownership
Black models portfolios across trusts, LLCs, and holding companies.
Cash-flow planning
Model cash needs, capital calls, and future balances.
Documents and estate handoff
Store asset records and configure inactivity-based export handoff.
Portfolio API
Use the daily request allowance included in your subscription.
FAQ
Is Kubera free?
Is Kubera free?
No. Kubera does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 14-day free trial is available on select plans.
Who is Kubera best for?
Who is Kubera best for?
Kubera is built for Pro Retail, Retail Traders, Long-term Investors, Financial Advisors, and Family Offices. It suits intermediate and advanced users.
What platforms and connections does Kubera support?
What platforms and connections does Kubera support?
You can use Kubera on Web, Mobile, and Desktop. Kubera offers an API (REST) with APIKey authentication. Integrations include Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean + 3 more.
Which markets does Kubera cover?
Which markets does Kubera cover?
Kubera covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate + 4 more. Identifiers include Ticker.
Tool details
Highlights
- Free trial
- Domain rating56: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Coverage regions
Asset types
- Stocks
- Bonds
- ETFs
- Mutual Funds
- Cryptos
- Real Estate
- Commodities
- Private Funds
- Funds
- Other
Granularity & latency
- EOD
- Minute
Alternatives
If Kubera is not the right fit, these substitutes come closest.
Comparisons
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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.