“I am incredibly impressed with Kubera as a wealth management tool. It is user-friendly and adaptable to your specific needs. I also appreciate that you can add information, including key documents, to support your different accounts - you can have all of your asset information in one place! Also, the customer service is excellent- I have received several quick responses to my questions. Well done!”
“So far, so good. This app is exactly what I needed to give me peace of mind! Knowing my family will have a clear and concise view of our financial situation if something were to happen to me is worth the annual price tag. Add the networth, and asset/investment tracking tools and it quickly became my go-to app. The updates are always welcome and provide additional value. There's the occasional hiccup with bank connection reauthorizations, but that's to be expected with any financial app. Keep up the good work!”
“Very clean and well put together software. Ability to add your own asset values and other alternative investments is a great feature. Have recommended this to many people as a way to keep track of Net Worth.”
“Kubera is the tool I was looking for to track my net worth. I love the simplicity, the automatic updates, the reports, the support for multiple currencies and especially the beneficiary and trusted angel feature, it certainly gave me additional peace of mind!”
“While getting our finances in order, my husband and I tried so many apps (like Personal Capital) that would constantly disconnect and failed to bring data in from our financial institutions, and/or couldn't connect with half of the institutions (especially to track crypto), that we would end up with an incomplete and inaccurate snapshot of our finances. We had almost given up hope until we found Kubera. It has now become an essential part of our day, to track balances and net worth. It's a great tool for couples looking to establish (and hit) long-term financial goals.”
“I tried lots of different money management platforms that were designed around an opinionated approach that I didn’t agree with. Kubera is the first that is powerful and flexible. It has the broadest account support of anything I have tried, and incredibly responsive customer service for any questions.”
“I used Personal Capital (Empower now) for the past 8 years and just switched to Kubera. I really like that Kubera offers multiple connectors (Yodlee, Plaid, Mastercard) to connect to accounts - I had issue connecting with my Fidelity account on Personal Capital but with the multiple connections on Kubera, havn't faced the issue. Also, I really like some of the customization features that Kubera offers - ability to compare growth in net worth and investible assets to benchmark indexes like Dow, S&P; or looking at the distribution of net worth between different asset classes.
Personal Capital does offer more views and sectoral analysis of the portfolio so there are some cons to Kubera. Plus it is a paid product vs Personal Capital which is free :)”