DiscoverThe Augmented Wealth Podcast[FinTech Series] The Importance of Net Worth Tracking & Financial Organization
[FinTech Series] The Importance of Net Worth Tracking & Financial Organization

[FinTech Series] The Importance of Net Worth Tracking & Financial Organization

Update: 2022-04-01
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Rohit is the founder and CEO of Kubera.com, a modern spreadsheet-style net worth tracker that allows you to automatically track both traditional and crypto portfolios. Kubera helps our clients get organized and gain more financial clarity.

In this episode, Rohit shares the near-death experience that led to him starting Kubera and how people’s financial lives have evolved from simple to more complicated due to the rise of financial technology.

We also talk about the rise of crypto and where it may fit in an investment portfolio, the differentiator between Kubera and Personal Capital, as well as their product roadmap.

Fun Fact: "Kubera" is the Lord of Wealth in Hindu culture.

Want to optimize your financial life for the digital age? Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nickreilly.substack.com
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[FinTech Series] The Importance of Net Worth Tracking & Financial Organization

[FinTech Series] The Importance of Net Worth Tracking & Financial Organization

Nick Reilly, CFP® & CDAA™