: 2024 Review

$6.67/mo ($100 off - email me for referral)



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Kubera auto-tracks your family’s net worth across currencies and accounts, analyzes your portfolio, and plans future scenarios. My wife and I use this tool as part of our monthly money review.

Kubera synchronizes various asset types, from traditional to crypto, across global banks and currencies. It automatically syncs financial accounts like banks, credit cards, and investments, providing real-time net worth updates.

Key Benefits and Features

Benefits Description
Aggregation/Integration Aggregates global bank and brokerage accounts using seamless integrations with Yodlee, Plaid, Salt Edge and more
Multi-currency Multi-currency tracking accommodates individuals with dual citizenship or international work
Family Usage Good for individuals and families alike, with ability to connect accounts from multiple family members
Cryptocurrency Support Cryptocurrency tracking capabilities
Estate Management "Dead man's switch" that protects your data from being lost or locked away
Analysis Tools Simple historical analysis and forward projection tools to help inform your decisions
Dashboard Experience Easy-to-use dashboard for managing and organizing your various assets and liabilities
Sharing and Access Controls

Simplified sharing and access control make management easy for partners or financial advisors


Plans Details
Personal $150/year
Family $225/year
Business Starting at $150/month

User Experience

User Experience Details
Ease of Use Fast and simple platform for aggregiation, analysis, and projection purposes
Time to Setup Under an hour (requires just linking your accounts)

Customer Service

Customer Service Description
Channels Email and live chat
Availability Customer service available to respond (typically in a few hours)
Online Resources Access to some FAQs, guides, and tutorials for self-help options

Source: ModestMoney

Dexter Zhuang
Dexter Zhuang

Dexter is the founder of Money Abroad, a website and newsletter on building wealth for global professionals. Over the last 10 years, he's been a product leader, product manager, consultant and coach at companies like Dropbox, Xendit, and growth-stage startups across the US, Asia Pacific, and Latin America. His work has been featured in global publications like Business Insider, CBS, US News & World Report, and Tech in Asia. He graduated from Dartmouth College.

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