Imagine a world where financial planning is no longer bogged down by clunky, outdated systems, but instead powered by cutting-edge AI that tailors advice to individual needs with pinpoint accuracy. This vision is at the heart of Conquest Planning, a Canadian fintech powerhouse that has already reshaped the financial advisory landscape. With a staggering 60% market share among Canadian financial advisors and a growing presence in the US and UK, the company stands at a critical juncture. A major leadership transition is set to take place, raising questions about the future direction of this innovative firm. As the fintech sector races toward greater technological integration, Conquest Planning’s next steps could redefine how advisors and investors interact in a digital economy. The spotlight now falls on the incoming leader tasked with steering this ship to even greater heights, balancing innovation with expansion in a fiercely competitive arena.
A Legacy of Innovation and Market Mastery
Conquest Planning’s rise since its founding in 2018 is nothing short of remarkable, transforming from a startup into a dominant force that supports over 60,000 advisors across 1,000 financial institutions like BMO and RBC. Under the guidance of outgoing CEO Dr. Mark Evans, the company’s AI-driven Strategic Advice Manager has enabled the creation of more than two million financial plans, modernizing an industry often hindered by legacy systems. Evans, soon transitioning to executive chair to focus on product strategy, leaves behind a robust foundation of market dominance and technological prowess. His tenure saw the company not only capture a majority of the Canadian market but also lay roots internationally, a testament to a vision that prioritized scalable, tech-forward solutions. As this chapter closes, the handover to a new CEO signals not just a shift in leadership but an opportunity to build on this legacy. The challenge lies in maintaining momentum while pushing boundaries further in a sector hungry for disruption.
Charting the Future with New Leadership
Effective January 1, 2026, Brad Joudrie, formerly the Chief Revenue Officer, will step into the CEO role at Conquest Planning, bringing with him over 20 years of expertise from roles at firms like Quovo and Advicent. His appointment, paired with a seat on the board of directors, marks a strategic move to align vision with execution. Joudrie’s outlook is clear: position Conquest as the backbone of next-gen financial advice by phasing out outdated systems and introducing tools that cater to the evolving demands of advisors and clients alike. Moreover, with $80 million raised in a recent Series B funding round led by Growth Equity at Goldman Sachs Alternatives, the company is well-poised to accelerate US expansion and enhance onboarding experiences. This financial backing reflects a broader trend in fintech where hefty investments fuel innovation. Joudrie’s task is to harness this capital and momentum, ensuring that Conquest remains a step ahead in delivering personalized, AI-enhanced solutions in a digital-first world. The industry watches closely as this transition unfolds, anticipating the impact on global fintech dynamics.
