Canadian financial planning software company Conquest Planning has promoted its chief revenue officer (CRO), Brad Joudrie, as CEO, effective 1 January 2026.
Joudrie takes the company reins from Dr Mark Evans, who has led Conquest Planning since its founding in 2018, and will now transition to the role of executive chair, focusing on the firm’s product roadmap.
“We’ve been planning this transition for some time, and now is the right moment for Brad to lead Conquest into its next chapter,” Evans stays. “We’ve laid a strong foundation for the business, and we’re on the cusp of exponential growth.”
Under Evans’ leadership, Conquest claims to have captured over 60% of the Canadian financial advisor market and has established a foothold in the US and UK. The company’s platform, powered by its proprietary AI-driven Strategic Advice Manager, supports over 60,000 advisors across 1,000 financial institutions, including BMO, Raymond James, and RBC, and has produced more than two million financial plans.
Joudrie, who will also join the company’s board of directors, joined Conquest as CRO in 2019 following a year as Canada director of US-based data platform Quovo. His over 20-year career also features stints at Groupeco, SumTotal Systems, and various senior sales roles at Advicent.
Commenting on the company’s future strategy, Joudrie states, “As we approach 2026 and beyond, we see an opportunity to serve as the engine driving the future of financial advice, replacing many of the legacy systems that weren’t designed for the needs of today’s advisors and investors.”
To support its growth ambitions, Conquest raised $80 million in a Series B funding round led by Growth Equity at Goldman Sachs Alternatives in June, bringing its total funding to over $100 million. The funds have been used to accelerate US expansion, enhance onboarding capabilities, and develop new tools for personalised financial content.
Source: https://www.fintechfutures.com/
