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The closest alternatives to KUBERA are PocketSmith and ProjectionLab. KUBERA generates $2.8M in revenue with 25 employees. Every one of the 20 alternatives below is compared with KUBERA on revenue, funding, customers, team size and founding year.
KUBERA is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  KUBERAThis company |  PocketSmith |  ProjectionLab |  SmartRIA |  Quai Administration Services Ltd |  ForwardLane |  Datia |  Link Investment Management Inc. |  AssetBook |  BondIT |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.8M | $2.8M | $201.6K | $2.8M | $2.7M | $2.7M | $2.6M | $3M | $3M | $3.2M |
| Funding raised | Not disclosed | Not disclosed | Not disclosed | $1.7M | Not disclosed | Not disclosed | Not disclosed | $9.8M | Not disclosed | $36.8M |
| Customers | Not disclosed | Not disclosed | 266 | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Team size | 25 | 21 | Not disclosed | 25 | 33 | 16 | 24 | 22 | 17 | 42 |
| Founded | 2019 | 2008 | 2021 | 2016 | 2011 | 2015 | 2019 | 2015 | 2006 | 2012 |
| HQ | Palo Alto, United States | New Zealand | United States | United States | United Kingdom | United States | Sweden | Canada | United States | Israel |
New Zealand · Investment Portfolio Management Software
Developer of an online money management software. The company develops a web-based personal finance software that uses a web-based calendar that forecasts its user's future cash positions.
United States · Investment Portfolio Management Software
Create beautiful financial plans with nuance and flexibility exceeding the standard retirement calculators. No need to link your accounts. Run Monte Carlo simulations, backtest on historical data, plan how to live life…
United States · Investment Portfolio Management Software
Provider of a SaaS software solution designed to simplify compliance for the Registered Investment Advisor industry, which is regulated by the Securities and Exchange Commission. The company's cloud based web app is…
United Kingdom · Investment Portfolio Management Software
Provider of an online platform designed to simplify savings and investment administration. The company's platform is a low cost, compliant and efficient system uses digital channels to promote customer engagement…
Quai Administration Services Ltd revenue & fundingKUBERA vs Quai Administration Services Ltd
United States · Investment Portfolio Management Software
Provider of an AI platform intended to power smarter conversations for financial services professionals in wealth management, asset management and commercial banking. The company's platform aggregates and synthesizes…
Sweden · Investment Portfolio Management Software
Datia is a climate fintech company on a mission to empower investors' transition to sustainable finance, serving asset managers, asset owners, third-party management companies, wealth advisors, and tech platforms…
Canada · Investment Portfolio Management Software
Link Investment Management provides business solutions for workplace savings, equity, and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions to provide better…
Link Investment Management Inc. revenue & fundingKUBERA vs Link Investment Management Inc.
United States · Investment Portfolio Management Software
The Next Chapter in Portfolio Management Introducing the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients
Israel · Investment Portfolio Management Software
Developer of an online platform designed for bond portfolio management. The company's easy-to-use SaaS platform provides actionable analytics and algorithmic recommendations for buying, selling, and replacing bonds in…
United States · Investment Portfolio Management Software
Engineered in Switzerland by private markets experts, qashqade guarantees accuracy, improves transparency and builds trust between GPs, LPs and their beneficiaries. It does this through an award-winning enterprise…
Canada · Investment Portfolio Management Software
MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management.
Sweden · Investment Portfolio Management Software
Limina provides cloud-based Investment Management Software (IMS).
United States · Investment Portfolio Management Software
DigiShares provides a white-label platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities / security tokens). The…
Canada · Investment Portfolio Management Software
Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk…
Tier1 Financial Solutions revenue & fundingKUBERA vs Tier1 Financial Solutions
United States · Investment Portfolio Management Software
BankersLab is software that helps users learn about managing portfolios with no risk.
United States · Investment Portfolio Management Software
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client…
United States · Investment Portfolio Management Software
MAIA is tailor-made for today’s ambitious asset manager or hedge fund. Our cloud-native SaaS technology delivers class-leading portfolio management through an open architecture that places control firmly in the hands of…
MAIA Technology Limited revenue & fundingKUBERA vs MAIA Technology Limited
France · Investment Portfolio Management Software
Developer of a front-to-back portfolio management software created to monitor the performance of all the funds from single platform. The company's portfolio management software calculate funds's NAV, helps in risk…
Australia · Investment Portfolio Management Software
Developer of a cloud-based portfolio management application designed to assist investors and accountants. The company's cloud-based portfolio management application helps investors, accountants and financial advisers by…
Canada · Investment Portfolio Management Software
Developer of a cloud based digital bond issuance platform designed to make new bond issuance digital, transparent and secure. The company's cloud based digital bond issuance platform digitizes the end-to-end process…
KUBERA ranks #65 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 62% of the market.
The closest alternatives to KUBERA are PocketSmith and ProjectionLab. This page compares each of them with KUBERA on revenue, funding, customers and team size.
PocketSmith is the closest alternative to KUBERA, generating $2.8M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
KUBERA generates $2.8M in revenue.
No. PocketSmith generates $2.8M in revenue versus $2.8M at KUBERA.
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