Industry Newsai platformfinancial adviceconquest planning
Conquest Planning Names New CEO, Founder Transitions
7.0
Conquest Planning announced on Tuesday that CEO Mark Evans will transition to executive chairman on Jan. 1, 2026, and chief revenue officer Brad Joudrie will become CEO and join the board. The Winnipeg-founded fintech, which raised $80 million USD in June and says it supports more than 60,000 advisors across over 1,000 institutions representing 60% of Canada’s financial advice market, plans US and UK expansion.
Key Points
- 1Names Brad Joudrie CEO effective Jan. 1, 2026; Mark Evans moves to executive chairman.
- 2Raised $80M USD Series B and claims to serve 60% of Canada’s financial advice market.
- 3Signals opportunity for US/UK expansion and replacement of legacy advisor systems with AI platform.
Scoring Rationale
Official leadership and funding milestone increases industry relevance; limited technical novelty restricts broader AI impact.
Sources
Public references used for this report.
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