Diligence memo · auto-generated · as of July 2, 2026
Kubera Wealth Management Inc.
Kubera Wealth Management Inc. looks fair against its niche peers and is at-risk on financing cadence.
Businessfiled
Kubera Wealth Management Inc. operates in Business Services, based in LACEY.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Kubera Wealth Management Inc. has raised $10M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).
Largest single filing: $10M on 2024-06-27.
Most recent recorded round closed around 2024-06-27.
Valuation (modeled)modeled
Provath models Kubera Wealth Management Inc. at approximately $51M (range $14M–$112M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 1.25× the median modeled value of Series A Business Services companies in 2022–2024 (68 peers) — value vs value, same stage and era. Within the normal band (125% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 2.0 yr ago; this sector typically re-raises about every 12 months.
Past due for a raise versus sector cadence — watch for distress or a bridge.
Comparablesmixed
Capital scale ranks ahead of 85% of Business Services peers (2439 compared).
Modeled value ranks above 80% of those peers.
Closest niche peers: GrayMeta, Inc., Klick Ventures Inc., Roo Veterinary, Inc., RK Logistics Holdings Inc., Semify Holdings, LLC.
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
Overdue for a raise versus sector norm — distress or bridge risk.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.