VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Kubera comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | Kubera | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | $20.75/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Essentials, Black, Kubera White Label |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Kubera |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate FundsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | Excel |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Frequently Asked Questions
What's the difference between Addepar and Kubera?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Kubera specializes in Portfolio, Broker Connectors, and Data APIs. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and Kubera cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Addepar and Kubera have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or Kubera?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with Kubera if Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., and Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives. better fits how you invest.
What asset classes do Addepar and Kubera cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Funds, Private Funds, Real Estate, and Cryptos. Addepar also includes Closed-End Funds, Currencies, Options, and Futures. Kubera adds coverage for Commodities, and Other.
Can I export data from Addepar and Kubera?
Kubera supports data exports to Excel. Addepar has more limited export options.
Can Addepar or Kubera connect to my broker?
Addepar connects with brokers for portfolio syncing. Kubera requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Kubera?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.