Overview
Kubera is a wealth management platform designed for high-net-worth individuals and their advisors. It provides a unified view of assets, aggregating data from banks, brokerages, crypto exchanges, and alternative investments. Kubera excels at handling complex ownership structures, multi-currency wealth, and illiquid assets like private equity and real estate. The platform uses AI to import data from PDFs and appraise assets, eliminating manual data entry. Key features include real-time reporting, cash flow forecasting, and scenario planning. Kubera's architecture supports integrations with Carta and other platforms, enabling streamlined management of alternative investments. It offers robust security and granular access control for collaborative wealth management.