Kubera Wealth
Kubera Wealth is a UK-based private wealth management firm, headquartered in Jordans, providing financial planning, life planning, wealth management, and investment services with 11-50 employees, founded in 2010.
- Company typePrivate
- Founded2010
- HeadquartersJordans, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Kubera Wealth does
Kubera Wealth is a UK-based, privately held wealth management firm headquartered in Jordans, United Kingdom, providing financial planning, life planning, wealth management, and investment services. Founded in 2010, the company operates as a for-profit private entity with a headcount in the 11-50 range, positioning it as a boutique advisory practice rather than a scaled wealth platform.
The firm's service offering spans the full wealth advisory stack — financial and life planning alongside discretionary or advisory investment management — implying a relationship-led, fee-based business model typical of UK boutique wealth managers. No pricing model, AUM figures, client segments, fee schedules, technology stack, or distribution channels were disclosed in the available source material. The company website (kuberawealth.co.uk) returned only a loader/verification placeholder during data collection, limiting any direct inference from the firm's own online surface.
The source data is materially incomplete: no management team, no regulatory registrations, no funding history, no partnership or M&A activity, no awards or certifications, no product roadmap, and no office locations beyond the Jordans headquarters are recorded. As a result, deeper analysis of Kubera Wealth's competitive positioning, client base, operational scale, and growth trajectory cannot be supported by the available evidence.
Kubera Wealth firmographics
Firmographics- Name
- Kubera Wealth
- Website
- https://kuberawealth.co.uk
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Kubera Wealth is a UK-based private wealth management firm, headquartered in Jordans, providing financial planning, life planning, wealth management, and investment services with 11-50 employees, founded in 2010.
- Ownership category
- akta.pro rank
Kubera Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Kubera Wealth is headquartered
LocationHeadquarters
- HQ city
- Jordans
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Kubera Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Kubera Wealth product offering
Product offeringCore offering
Kubera Wealth provides financial planning, life planning, wealth management, and investment services to clients. The firm is a UK-based boutique advisory practice that helps individuals and families structure their financial affairs, plan for life-stage goals, and manage investment portfolios.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Life Planning
- Wealth Management
- Investment Services
Companies that use Kubera Wealth
Customer profileIdeal customer profiles1 record
Kubera Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kubera Wealth partnerships and signals
Strategic signalRecent moves1 record
Kubera Wealth competitors and assessment
Company assessmentBroad incumbents
- Brewin Dolphin (now RBC Wealth Management UK): UK wealth manager (acquired by RBC) offering discretionary investment management and financial planning to HNW individuals — directly comparable service model to Kubera, but with national coverage and global parent backing.
- Evelyn Partners: UK wealth management and professional services firm providing financial planning, investment management, tax, and advisory services to HNW clients — directly comparable to Kubera's holistic financial + wealth offering, but at a national scale.
- Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advice to HNW individuals, charities, and intermediaries — directly comparable in service mix to Kubera, with significantly larger AUM and a multi-office UK footprint.
- Quilter plc: UK wealth manager offering financial advice, investment platforms, and wealth management to retail and HNW clients — competes with Kubera in the advice-led UK wealth segment, though Quilter also operates a large investment platform business.
- St. James's Place: One of the largest UK wealth management groups, offering financial planning, investment, and wealth services to HNW and mass-affluent clients — overlaps with Kubera's full-service, planning-led UK wealth model, but at vastly greater scale and through a partner-adviser distribution model.
Direct peers
- Tilney (now part of Evelyn Partners): UK wealth manager providing investment management, financial planning, and tax advice to HNW clients and intermediaries — closely matches Kubera's holistic, advice-led wealth proposition in the UK HNW segment.
- Charles Stanley: UK-based wealth manager offering investment management, financial planning, and advice to HNW individuals, families, and charities — closely comparable in service mix, target clientele, and UK boutique orientation to Kubera.
- Brown Shipley: Private UK bank and wealth manager providing investment management, financial planning, and banking services to HNW individuals — comparable in the planning + investment + private banking mix and HNW UK focus.
- Vestra Wealth (now part of JTC): London-based boutique wealth manager (now part of JTC) serving UHNW and HNW clients with discretionary investment management and financial planning — one of the most directly comparable UK boutique wealth managers to Kubera in size and clientele.
Emerging players
- Wheatsheaf Wealth: Smaller UK-based boutique wealth advisory offering financial planning and investment management to HNW clients — comparable in boutique scale, planning-led model, and UK HNW focus, though younger and less established than Kubera.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Kubera Wealth social profiles
Digital presenceKubera Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kubera Wealth leadership team
Management profileNumber of profiles
Kubera Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kubera Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kubera Wealth
What does Kubera Wealth do?
Kubera Wealth provides financial planning, life planning, wealth management, and investment services to clients. The firm is a UK-based boutique advisory practice that helps individuals and families structure their financial affairs, plan for life-stage goals, and manage investment portfolios.
Is Kubera Wealth a public or private company?
Kubera Wealth is a private company. It is classified as unknown and is currently operating.
When was Kubera Wealth founded?
Kubera Wealth was founded in 2010. It employs 11 to 50 people.
Where is Kubera Wealth based?
Kubera Wealth is headquartered in Jordans, United Kingdom, in the Europe region.
Who are Kubera Wealth's main competitors?
Broad incumbents on record are Brewin Dolphin (now RBC Wealth Management UK), Evelyn Partners, Rathbones Group, Quilter plc and St. James's Place. Direct peers are Tilney (now part of Evelyn Partners), Charles Stanley, Brown Shipley and Vestra Wealth (now part of JTC). Wheatsheaf Wealth is listed as an emerging player.
Does Kubera Wealth have an API?
No public API is recorded for Kubera Wealth.
What industry is Kubera Wealth in?
Kubera Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.