Kubera

Meet Kubera

Kubera assembles a balance sheet across connected financial accounts and assets recorded manually. Users can bring together bank and brokerage accounts, digital assets, property, and private investments. Multiple currencies, entities, and ownership structures help represent holdings spread across people and organizations.

Historical snapshots show how the balance sheet changes. Private investment records can include commitments, capital calls, and distributions, alongside other assets. Shared access and connections for AI tools support further work with the same records, including scenario analysis. Users can organize the view around how their wealth is owned, then inspect an individual holding or compare its history with the broader balance sheet.