Kubera
Curated by SignalWealth data aggregation platform enabling comprehensive asset management and tracking.
Overview
Kubera is a wealth data aggregation platform aimed at assisting individuals, financial advisors, and family offices in managing and tracking their assets. The platform consolidates financial data from various sources, such as bank accounts, investment portfolios, and real estate holdings, into a unified view. It includes analytics and visualization tools that allow users to analyze asset distribution, performance, and risk exposure. Key features of Kubera include real-time balance tracking, net worth modeling, and support for multiple currencies, with a focus on data integrity and privacy. The platform is designed to facilitate asset management for wealth managers, potentially aiding in the provision of personalized advice and enhancing client relationships.
Key facts
- Founded
- 2019
- Headquarters
- Palo Alto, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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