Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today implemented its CEO succession plan, naming Chief Revenue Officer Brad Joudrie as CEO, while founding CEO Dr. Mark Evans transitions to an executive chair position. Effective January 1, 2026, Joudrie will become CEO and join the company’s board of directors, with Evans continuing to serve as a board member focused on strategic product vision.

Since joining Conquest as Chief Revenue Officer in 2019, when the company was pre-revenue, Joudrie has been instrumental in driving its rapid expansion across geographies. Conquest now serves over 60% of the Canadian financial advisor market and has established a growing presence in the U.S. and U.K. The platform supports more than 60,000 advisors across over 1,000 financial institutions—including BMO, BNY Pershing, Manulife, Raymond James and RBC—and has exceeded 2 million financial plans created on its platform.

“Since the moment I met Brad, I knew he had the vision and capability to be a transformative leader, and I couldn’t be happier to see him take this next step as CEO of Conquest,” said Evans. “We’ve been planning this transition for some time, and now is the right moment for Brad to lead Conquest into its next chapter. We’ve laid a strong foundation for the business, and we’re on the cusp of exponential growth. I’m incredibly proud of what we’ve accomplished over the past seven years building the technology that’s shaping the next generation of financial advice.”

Evans, who holds a Ph.D. in computer science, has spent over 35 years developing advisor technology. In 1990, he founded NaviPlan, where he helped architect some of the industry’s leading financial planning software before exiting in 2011. He returned to the space in 2018 with Conquest, an artificial intelligence (“AI”)-powered platform designed to make financial plans more accessible, dynamic and tailored to each individual or family. Together with his co-founders, Evans built Conquest to help advisors improve efficiency, interoperability and scale, offering adaptable plans to investors across the wealth spectrum.

“Mark is a living legend in advisor technology, and it’s been the experience of a lifetime to work alongside him for many years,” said Joudrie. “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. I’m grateful to Mark, our investors and our team for entrusting me with this opportunity, and I look forward to what lies ahead.”

At the core of Conquest’s platform is its proprietary Strategic Advice Manager (“SAM”), an AI-driven engine that reimagines the financial planning process. SAM analyzes every detail of a client’s financial situation—including goals, risk tolerances, and life circumstances—to generate hyper-personalized plans. This innovative approach has attracted over $100 million USD in funding from leading investors. In its latest round, Conquest raised $80 million USD in Series B capital, led by Growth Equity at Goldman Sachs Alternatives, with participation from Canapi Ventures, Citi Ventures and retirement institutions TIAA Ventures and USAA, among others. These funds are accelerating Conquest’s U.S. expansion and supporting continued investment in its technology—enabling more robust plan analysis, faster onboarding and plan creation, and the development of tools and modules for dynamic, personalized content.

“Mark has played an instrumental role in shaping Conquest into the industry-leading platform it is today, and we’re deeply grateful for his vision and leadership as CEO,” said Stephanie Choo, General Partner at Portage and Conquest’s Board Chair. “We’re equally excited to see Brad step into the CEO role and build on that foundation. His experience and commitment to Conquest’s mission position the company for its next phase of growth and impact.”

For more information about Conquest’s next-generation financial planning software solution, please visit conquestplanning.com.

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. For more information, follow Conquest on LinkedIn, X and YouTube.

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