Position
Chief Executive Officer
Company
Conquest Planning
WinnipegFinancial ServicesSoftwareFinanceFintechDescription
Conquest Planning has promoted its Chief Revenue Officer, Brad Joudrie, to Chief Executive Officer, effective January 1, 2026. He takes over from Dr. Mark Evans, who will transition to the role of executive chair.
Quick answer
Conquest Planning Promotes Brad Joudrie to Chief Executive Officer (December 4, 2025). Conquest Planning is based in Winnipeg, Manitoba, Canada.
- Who is the new Chief Executive Officer at Conquest Planning?
- Conquest Planning named Brad Joudrie Chief Executive Officer, announced December 4, 2025.
- What did Conquest Planning announce on December 4, 2025?
- Conquest Planning has promoted its Chief Revenue Officer, Brad Joudrie, to Chief Executive Officer, effective January 1, 2026. He takes over from Dr. Mark Evans, who will transition to the role of executive chair.
- What does Conquest Planning do?
- Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice.
- Where is Conquest Planning based?
- Conquest Planning is based in Winnipeg, Manitoba, Canada.
- Which similar companies made leadership changes around the same time?
- S&P Global (December 4, 2025), LPL Financial (December 6, 2025), Circle Internet Group, Inc. (December 9, 2025) and Digital Asset Acquisition (November 24, 2025) also announced leadership changes within 45 days of Conquest Planning.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- S&P Global Mobility Appoints Larissa Cerqueira as Chief People Officer and Tasha Matharu as Chief Legal Officer (December 4, 2025)
- LPL Financial Holdings Appoints Matthew Morningstar as Chief Legal Officer (December 6, 2025)
- Circle Internet Group Appoints Dr. Saeeda Jaffar as Managing Director for MEA (December 9, 2025)
- Digital Asset Appoints Odette Rodrigues as Chief Financial Officer (November 24, 2025)
- SkySparc Appoints Rafael Dominguez Quijano as Managing Director in Norway (November 20, 2025)
- PowerPlan Appoints Vivek Srivastava as Chief Technology Officer (November 18, 2025)
Who to call at Conquest Planning, and when
A new leader at Conquest Planning brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Conquest Planning raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Conquest Planning, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Conquest Planning. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Conquest Planning changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Conquest Planning changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.