Our story
Founded by an advisor whose clients needed something different.
Kerdora started inside Taylor Stewart's own advisory work, after years of paying for software that produced impressive outputs but still left clients asking the same question: what should I do next?
Built from real client work
The problem that started it
I was spending $30,000 a year on advisor tech and my clients didn’t care about any of it.
So I asked clients what they actually wanted. They did not ask for another projection. They wanted to understand their financial life and know what to do next. That became the foundation for Kerdora.
The workflow problem
More tools did not mean better delivery.
The work was still scattered across notes, files, calculators, planning software, and static deliverables.
The client problem
Clients needed clarity more than complexity.
They wanted planning translated into plain-English guidance they could understand, remember, and act on.
The Kerdora answer
One workspace for planning delivery.
Create the plan, deliver client-ready guidance, and track the follow-through after the meeting.
Meet the team behind Kerdora
Kerdora is led by an advisor who knows the planning work and a technical co-founder building the system behind it.
Built by one of you
Taylor Stewart, CFP®
Taylor started as a financial planner in 2016 working with retirees. In 2022 he started Ataroke Wealth, an independent fee-only RIA working primarily with accumulation-stage clients.
Kerdora came from the same work you do every day: gathering messy information, answering questions, explaining recommendations, and helping clients follow through.
“I never set out to build software. I just couldn't find tools that actually helped me serve clients.”
Taylor Stewart, CFP®
Founder
with world class engineering
Nikola Vojkovic
Nikola leads Kerdora’s engineering. He has been building enterprise-grade software for 15 years and works across the product, data, AI, and infrastructure layers that make Kerdora reliable for advisory firms.
Nikola vojkovic
Co-Founder, CTO
What the name means
Kerdora means to improve over time.
The name combines kerdos, meaning gain or profit, with ora, meaning time. It reflects the philosophy behind the product: real planning is not about perfection. It is about helping people make a little more progress, a little more clearly, one decision at a time.
Kerdos
Gain, growth, or progress, not only financially, but in any meaningful pursuit.
Ora
Time, rhythm, and the steady work of making better decisions as life changes.
Kerdora
A planning platform built around helping client decisions improve over time.
See Kerdora in action.
Walk through how Kerdora helps you move from intake to planning answers, client-ready Guides, and approved follow-through.
Schedule demo