VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

IBISWorld vs Kubera comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

IBISWorld adds Scores, and AI Chat coverage that Kubera skips.

Kubera includes Portfolio, Broker Connectors, APIs & SDKs, Client Portal & Mobile App, and Education categories that IBISWorld omits.

Kubera offers mobile access, which IBISWorld skips.

In depth comparison

IBISWorld logo

IBISWorld

ibisworld.com

Subscription-based industry research platform with options to purchase single reports. Full industry reports (30–40 pages) are downloadable as PDF, while Key Statistics tables can be exported to Excel. API access requires an API-enabled account and uses OAuth2 with documented rate limits. Add-ons include custom dashboards, a Salesforce app, and specialized Excel-based tools. AI features are delivered through Phil, a chat assistant trained on IBISWorld data.

Platforms

WebAPI

Pricing

SubscriptionOne-time

Quick highlights

  • Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel.
  • Business Environment Profiles with proprietary forecasts across hundreds of economic indicators.
  • Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk.
  • REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr).
  • Phil AI - an assistant trained on IBISWorld content, linking directly to report sections for context.

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Kubera logo

Kubera

kubera.com

Subscription-based, security-focused net worth and portfolio tracker for high-net-worth individuals, founders, expats and advisors. Aggregates thousands of global financial institutions, supports multi-currency and alternatives, offers scenario modelling, beneficiary workflows, advisor white-label, and a first-party API. Nested portfolios, granular access control and concierge onboarding are positioned as Kubera Black / enterprise additions.

Platforms

WebMobileDesktopAPI

Pricing

Subscription

Quick highlights

  • 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.
  • 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.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.
  • Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
  • Nested portfolios for multiple entities and ownership structures—holding companies, subsidiaries, trusts and partnerships—so you can maintain separate balance sheets and still see a consolidated net worth view.

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Where they differ

IBISWorld

Distinct strengths include:

  • Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel.
  • Business Environment Profiles with proprietary forecasts across hundreds of economic indicators.
  • Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk.
  • REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr).

Kubera

Distinct strengths include:

  • 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.
  • 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.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.
  • Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.

Feature-by-feature breakdown

AttributeIBISWorldKubera
Categories

Which research workflows each platform targets

Shared: Data APIs, Blogs, Custom Dashboards

Unique: Scores, AI Chat

Shared: Data APIs, Blogs, Custom Dashboards

Unique: Portfolio, Broker Connectors, APIs & SDKs, Client Portal & Mobile App, Education

Asset types

Supported asset classes and universes

Other

Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile, Desktop, API

Pricing

High-level pricing models

Subscription, One-time

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel.
  • Business Environment Profiles with proprietary forecasts across hundreds of economic indicators.
  • Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk.
  • REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr).
  • Phil AI - an assistant trained on IBISWorld content, linking directly to report sections for context.
  • Single-report purchase options, such as US Industry Research Reports (~$1,095) or Spotlight Reports (~$745).

Unique

  • 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.
  • 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.
  • Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin.
  • Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
  • Nested portfolios for multiple entities and ownership structures—holding companies, subsidiaries, trusts and partnerships—so you can maintain separate balance sheets and still see a consolidated net worth view.
  • Collaborative “multiplayer” access with granular portfolio-level permissions for family, assistants, advisors and other collaborators, plus advisor-specific tools such as client management, customizable reporting, integrated billing, team access control and white-label portals for firms.
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Frequently Asked Questions

Which workflows do IBISWorld and Kubera both support?

Both platforms cover Data APIs, Blogs, and Custom Dashboards workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do IBISWorld and Kubera require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

Kubera ships a dedicated mobile experience, while IBISWorld focuses on web or desktop access.

What unique strengths set the two platforms apart?

IBISWorld differentiates itself with Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel., Business Environment Profiles with proprietary forecasts across hundreds of economic indicators., and Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk., whereas Kubera stands out for 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., 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., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..

Keep exploring

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.