Kerdora
The facts below are what the maker publishes about Kerdora, checked and dated. Our editors have not written about it yet.
Plans and prices
From Kerdora's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Additional account aggregation | $3.50 a month | Extra household · per month beyond 10 included households |
| Kerdora platform | $199 a month | All Kerdora planning tools · Dora AI · Account aggregation for 10 households · Billed monthly |
The facts
Each one read from Kerdora's own pages, with the date it was checked.
What it does
- Account aggregation
- Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning.checked 7 Oct 2026
- Advisor review
- Advisors can approve, edit, or reject AI-drafted work before it becomes part of a plan.checked 7 Oct 2026
- AI data handling
- Kerdora says AI providers do not retain client data after processing or use it to train their models.checked 7 Oct 2026
- AI limitation
- Dora works inside the advisor workflow and is not a client-facing chatbot.checked 7 Oct 2026
- Calculations
- Kerdora says its planning calculations run on its own models rather than model-generated guesses.checked 7 Oct 2026
- Data gathering
- Advisors can populate plans using document extraction, account links, onboarding forms, or instructions to Dora.checked 7 Oct 2026
- Data location
- Kerdora says its core platform and client planning data are hosted, stored, and processed in US-based systems.checked 7 Oct 2026
- Dora AI
- Dora can review client records, surface missing information and planning opportunities, update client details, and prepare for meetings.checked 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.checked 7 Oct 2026
- Intended clients
- The company describes the product as planning software for the accumulation stage.checked 7 Oct 2026
- Product
- Kerdora is financial planning software for advisors, with features for building, delivering, and maintaining client plans.checked 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.checked 7 Oct 2026
The company
- Company founder
- Taylor Stewart, CFP®, is identified as Kerdora’s founder and a financial advisor.checked 7 Oct 2026
- Headquarters
- McKinney, Texas, United Stateschecked 28 Sep 2026
Money
- Planning areas
- Its planning tools cover goals, spending, investments, taxes, insurance, and estate planning.checked 7 Oct 2026
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