Kubera Essentials vs Black vs Gold
Kubera Essentials・$250/year
You get all the features except the additions in Kubera Black.
Kubera Black・$2500/year
For complex finances and multi-entity wealth.
Kubera Black customers get all the "Essentials" and the following additions...
- Ownership Tags: Keep everything in a single portfolio while tagging assets by owner. Instantly see ownership breakdowns across people, trusts, and entities without splitting your portfolio. More Details
- Nested Portfolios: Give each person, trust, or entity its own portfolio with independent views, granular access control, and the ability to link them up to track money flowing between them. More Details
- Guided Onboarding: One setup session to fine-tune your structure.
Kubera Gold・$10,000/year
Black, plus a person.
- Your AI does the grunt work: we train you to set up your AI for data entry, reporting and monitoring. When it breaks, we troubleshoot.
- Connections: we chase the aggregator. If that fails we will help you set up an AI agent to sync.
- Bad data: we fix it and keep your history clean.
- Calls: unlimited. Book one anytime, with the same person.