Kubera

Global

Kubera is a premium, privacy‑first wealth and net‑worth tracking platform built for high‑net‑worth individuals, family offices, and complex ownership structures. It consolidates traditional, alternative, crypto, private equity, LP positions, real assets, and multi‑entity wealth into a single, unified balance‑sheet view with global connectivity and AI‑powered document import

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Core product

A multi‑asset, multi‑entity wealth tracking platform that aggregates bank accounts, brokerages, crypto wallets, private investments, LP commitments, real assets, collectibles, and multi‑currency holdings. Kubera provides live price feeds, AI appraisal, AI document import, nested portfolios, ownership tagging, and estate‑planning features

Use cases

Consolidated net‑worth tracking across all asset classes Tracking LP commitments, capital calls distributions, and IRR Multi‑entity wealth management (trusts, holding companies, subsidiaries) Crypto, DeFi, NFT, and digital‑asset tracking Real‑asset valuation with live price feeds and AI appraisal Estate planning, beneficiary management, and shareable portfolios AI import of PDFs, screenshots, and CSVs for private investments and alts

Functional categories (vendor-stated)

Wealth aggregationMulti‑entity portfolio managementLP commitment & cash‑flow trackingAI document importDigital‑asset tracking (DeFiNFTsstakinglending)Real‑asset valuation with AI appraisalEstate planning & beneficiary managementMulti‑currency support

Integrations

Multiple bank/brokerage aggregators (PlaidYodleeFlinksSalt Edge)Crypto walletsexchangesand DeFi protocolsCarta and other private‑investment platformsChrome Web Sync extension for non‑connected institutions

Workflow stages

Data aggregation (banksbrokeragescryptoaltsreal assets)AI document import (PDFsscreenshotsCSVs)Multi‑entity consolidation (trustspartnershipsholding companies)Asset valuation (live feeds + AI appraisal)Net‑worth calculation & reportingEstate planning & beneficiary workflows

Portfolio focus

Traditional assets (banks, brokerages, equities, ETFs) Alternatives (private equity, LP positions, private stocks) Digital assets (crypto, DeFi, NFTs) Real assets (real estate, vehicles, gold, collectibles) Multi‑entity wealth structures (trusts, partnerships, holding companies)

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