Why Kerdora exists
My clients told me what financial planning software should do.
1. The problem
I was spending
$30,000 a year
on advisor technology my clients didn’t care about.
2. The question
So I asked my clients
“What do you actually want from me?”
3. Their answer
“Help me understand my financial life, and tell me what to do next.”
I built Kerdora to give clients exactly what they asked for and make it easier for advisors to deliver.
Kerdora means progress over time.
Our name combines kerdos—gain or progress—with ora—time. Because financial planning isn’t one big, permanent answer. It’s a series of clear decisions that help clients keep moving forward as life changes.
KERDOS
gain or progress
ORA
time
KERD
ORA
PROGRESS OVER TIME
The people behind Kerdora
Taylor Stewart, CFP®
Founder and financial advisor
Taylor has worked as a financial planner since 2016 and founded Ataroke Wealth, an independent fee-only RIA.
Kerdora was built from doing the same work you do: organizing messy information, answering client questions on the fly, explaining recommendations, and helping clients follow through.
Nikola Vojkovic
Co-Founder and CTO
Nikola has built enterprise software for 15 years and leads Kerdora’s engineering across product, data, AI, and infrastructure. He works with Taylor to turn advisor workflows into software for advisors and clients.