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Conquest Planning has announced a planned CEO succession, with Chief Revenue Officer Brad Joudrie set to become Chief Executive Officer on January 1, 2026. Founding CEO Dr. Mark Evans will transition to the role of Executive Chair, focusing on strategic product vision, as the financial planning technology company prepares for its next phase of growth.
Brad Joudrie, current Chief Revenue Officer, will become CEO of Conquest Planning on January 1, 2026.
Founding CEO Dr. Mark Evans transitions to Executive Chair to focus on strategic product vision.
Conquest serves over 60% of the Canadian advisor market and is expanding in the U.S. and U.K.
The platform supports 60,000+ advisors across 1,000+ institutions, with over 2 million plans created.
The company has raised over $100 million USD, including an $80 million Series B round led by Goldman Sachs.
The transition is part of a long-planned succession as the company targets exponential growth.
This leadership change is the result of a long-term succession plan. Joudrie joined Conquest as its first Chief Revenue Officer in 2019 when the company was pre-revenue and has been instrumental in driving its expansion across Canada, the U.S., and the U.K. “We’ve been planning this transition for some time, and now is the right moment for Brad to lead Conquest into its next chapter,” said Dr. Mark Evans, who will continue to serve on the board and guide product strategy.
Under Evans' leadership, Conquest established significant market presence. The platform now serves more than 60% of the Canadian financial advisor market, supporting over 60,000 advisors at more than 1,000 institutions, including major firms like BMO, RBC, and Raymond James. The company's AI-driven Strategic Advice Manager (SAM) engine has powered the creation of over 2 million financial plans. This foundation sets the stage for Joudrie to lead the next phase of scaling.
The leadership transition follows a period of substantial investment. Conquest has raised over $100 million USD, most recently an $80 million Series B round led by Growth Equity at Goldman Sachs Alternatives with participation from Citi Ventures, Canapi Ventures, and others. This capital is fueling U.S. expansion and ongoing technology development, aimed at enhancing plan analysis, onboarding speed, and personalized content tools.
The company is positioning its platform as a modern alternative to legacy systems. Joudrie’s mandate will be to build on the technological foundation to serve as the core engine for the future of financial advice. “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,” said incoming CEO Brad Joudrie.
This planned succession ensures continuity of vision while bringing in operational leadership experienced in scaling the business, positioning Conquest Planning to capitalize on its market momentum and technological innovation in the years ahead.
About Conquest Planning
Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space.
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