Kubera Essentials vs Black

Kubera Essentials・$250/year

Everything you need to manage your household wealth.
  • 2 portfolios
  • 2 users, including your spouse
  • 5,000 AI agent updates/day

Kubera Black・$2500/year

Fully Loaded. Kubera Black customers get all the features with no limits.

  • Unlimited portfolios
  • Unlimited users
  • Unlimited AI agent updates
  • 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
  • Help setting up AI Agents: We coach you to use AI for account syncing, reporting, and monitoring. And troubleshoot when needed.
  • 1:1 Zoom Calls: Book anytime for help from the same person.