Kubera Alternative
Same multi-asset coverage. Smart dynamic forms instead of a spreadsheet grid. Claude-powered portfolio briefs. Granular partner access. White-label tier for advisors and multi-family offices.
3-day free trial · No card to import · Cancel anytime
Kubera's grid feels like a beautiful Excel. wlthy's smart dynamic forms morph per asset type: ticker autofill for stocks, wallet validation for crypto, address geocoding for real estate. Less typing, fewer mistakes.
Every asset gets a Claude-generated brief. The whole portfolio gets a three-paragraph narrative on every refresh. Anomaly detection flags valuations that drifted; benchmarks overlay your net worth against S&P or your own targets.
Run your own branded wealth cockpit on a subdomain. Issue verified Wealth Statements under your firm's letterhead. Onboard clients with a roster instead of a spreadsheet swap. Kubera's per-account model can't scale to a family office.
Feature comparison
Where wlthy moves past Kubera — every row below is in the default plan or the 3-day trial. No add-ons, no wealth-manager handoff.
| Feature | Kubera | wlthy |
|---|---|---|
| Smart dynamic asset formsForm fields adapt to the asset type — ticker for stocks, wallet address for crypto, address for real estate. | Not supported | Supported |
| AI-powered portfolio narrativeClaude-generated three-paragraph briefs + per-asset insights. | Not supported | Supported |
| Granular partner / co-ownership accessPer-asset, per-debt and per-cash-flow share splits with invite flow. | Limited — household view only | Supported |
| White-label for advisors & multi-family officesBranded subdomains, client roster, branded Wealth Statements. | Not supported | Supported |
| MCP / API access for Claude & ChatGPT | Not supported | Supported |
| Estate-planning-ready Wealth Statement PDFVerified hash + QR · institutional header on every page. | Beneficiary planner only | Supported |
| Multi-currency lens (10 currencies)USD, EUR, GBP, CHF, JPY, TRY, AED, SAR, CNY native rendering. | Limited | Supported |
| Anomaly detection & benchmark overlay | Not supported | Supported |
| Read-only by design | Supported | Supported |
| Pricing (entry tier) | $199 / year ≈ $16.6 / month | €15.75 / month (~$16.5) · 3-day free trial |
Claude-powered portfolio narrative + per-asset briefs. Anomaly detection on every refresh.
Co-ownership at the asset / debt / flow level. Invite a partner; they get only their share.
Branded subdomain, branded statements, client roster. Built for advisors and MFOs.
Kubera nails the multi-asset coverage but the UI hasn't moved much in years, AI is absent, partner collaboration is shallow and there's no white-label for advisors. If you want a modern cockpit, AI-powered briefs, granular co-ownership and a multi-family-office tier, wlthy is the closest functional match with the missing pieces.
Yes — stocks, ETFs, crypto, on-chain wallets, real estate, vehicles, precious metals, private equity, cash, debts. Same surface, with smart dynamic forms per asset type so data entry feels like an app, not a spreadsheet.
Kubera is $199 / year (≈$16.6 / month). wlthy starts at €15.75 / month (~$16.5), with two higher tiers (€31.58 Gray, €55.75 Black) that unlock detailed reports, AI insights and MCP / API access. A 3-day free trial covers the full Black surface so you can compare side-by-side before paying.
Yes. wlthy's white-label tier lets advisors and multi-family offices run a branded subdomain, manage a client roster, issue Wealth Statements on their own letterhead and own the report cadence. Kubera does not ship a white-label tier.
wlthy does — Kubera does not. Black-tier accounts get a Claude-generated three-paragraph read of their portfolio with every refresh (what changed, what moved, what to watch). Per-asset AI briefs surface in the asset detail drawer.
Import your existing CSV in seconds. Smart dynamic forms handle the rest. Three days free — see the AI cockpit and the white-label tier before committing.
3-day free trial · Cancel anytime · Swiss-built · Bank-grade security
“Kubera” is a trademark of Kubera, Inc. wlthy is not affiliated with, sponsored by, or endorsed by Kubera. Feature comparison reflects publicly available information as of the page's last update and is offered for prospective-user evaluation.