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What is Kubera and what are its functionalities? Kubera is a software platform that enables users to monitor their net worth by tracking investments and storing important documents for safe transfer to beneficiaries. It allows users to connect their online bank and investment accounts to stay updated on the latest portfolio values. Additionally, Kubera offers the feature of receiving portfolios if an account remains inactive for a specific period of time. The platform prioritizes data security, employing “Bank Level Security” measures to safeguard user information. Kubera is utilized by investors as well as small, medium, and large companies.

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Kubera Pricing Model

Freemium , Subscription

Kubera Screenshots

Features

Technical Details

  • SupportOnline
  • Customer TypeIndividuals Large Enterprises Medium Business Small Business
  • APINA
  • Location / Phone NumberPalo Alto, CA
  • DeploymentSaaS/Web/Cloud
  • Official Website https://www.kubera.com/
  • CategoryInvestment Portfolio Management Software

Author

Picture of David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.