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Wealth Utilities

Kubera

Comprehensive net worth tracking for modern wealth management.

"Kubera is a portfolio aggregation and client portal solution designed for high-net-worth individuals and their advisors. It allows clients to securely connect and track all their assets, including traditional investments, real estate, crypto, and collectibles, providing a comprehensive view of their net worth. RIAs use Kubera to enhance client engagement and offer a holistic financial overview."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #252 in Wealth Utilities
Validated Adoption
16 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Comprehensive asset aggregation
Real estate and alternative asset tracking
Secure data encryption
Client collaboration tools
Customizable reporting

Primary Use Cases

Client onboarding and data gathering
Portfolio monitoring and reporting
Estate planning and wealth management

Agentic Intelligence Briefing

"Kubera provides RIAs with a unified platform for tracking client net worth across diverse asset classes, improving financial planning and client communication."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive aggregation across various asset classes, including crypto and alternative investments
Provides a unified view of client's net worth
Client portal functionality enhances client engagement and communication

Adoption Hazards

Pricing model is not readily available, making it difficult to assess ROI
Integration capabilities with other RIA software may be limited (unconfirmed)

Stack Compatibility Profile

How Kubera integrates into institutional RIA stacks.

16 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Morningstar Office
69%
Stack Correlation
Elements Financial Planning
63%
Stack Correlation
NDEX
56%
Stack Correlation
ROL
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking comprehensive net worth tracking solutions.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2Alpaca

Value Proposition

"Kubera offers RIAs a modern, aggregated view of client assets, fostering stronger client relationships through its comprehensive client portal."

Audit Your RIA Stack

See how Kubera fits into your overall tech efficiency score.

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