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On the recordRead 7 Oct 202615 facts
Kerdora
McKinney, Texas, United States
Plans and prices
Additional account aggregation
$3.50a month
Extra household
Read 7 Oct 2026 · kerdora.com
Kerdora platform
$199a month
All Kerdora planning tools · Dora AI · Account aggregation for 10 households
Read 7 Oct 2026 · kerdora.com
On the record
- Account aggregation
- Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning.kerdora.com · read 7 Oct 2026
- Advisor review
- Advisors can approve, edit, or reject AI-drafted work before it becomes part of a plan.kerdora.com · read 7 Oct 2026
- AI data handling
- Kerdora says AI providers do not retain client data after processing or use it to train their models.kerdora.com · read 7 Oct 2026
- AI limitation
- Dora works inside the advisor workflow and is not a client-facing chatbot.kerdora.com · read 7 Oct 2026
- Calculations
- Kerdora says its planning calculations run on its own models rather than model-generated guesses.kerdora.com · read 7 Oct 2026
- Company founder
- Taylor Stewart, CFP®, is identified as Kerdora’s founder and a financial advisor.kerdora.com · read 7 Oct 2026
- Data gathering
- Advisors can populate plans using document extraction, account links, onboarding forms, or instructions to Dora.kerdora.com · read 7 Oct 2026
- Data location
- Kerdora says its core platform and client planning data are hosted, stored, and processed in US-based systems.kerdora.com · read 7 Oct 2026
- Dora AI
- Dora can review client records, surface missing information and planning opportunities, update client details, and prepare for meetings.kerdora.com · read 7 Oct 2026
- File limit
- Uploads can be PDFs, Excel files, CSVs, images, or plain text up to 50 MB per file; Word documents must be exported to PDF for extraction.kerdora.com · read 7 Oct 2026
- Intended clients
- The company describes the product as planning software for the accumulation stage.kerdora.com · read 7 Oct 2026
- Planning areas
- Its planning tools cover goals, spending, investments, taxes, insurance, and estate planning.kerdora.com · read 7 Oct 2026
- Product
- Kerdora is financial planning software for advisors, with features for building, delivering, and maintaining client plans.kerdora.com · read 7 Oct 2026
- Security
- Kerdora says client data is encrypted in transit and at rest, and that its security, availability, and confidentiality controls have been independently audited under SOC 2 Type II.kerdora.com · read 7 Oct 2026
