Winnipeg FinTech says it now represents 60 per cent of Canada's financial advice market.
The founder and CEO of Conquest Planning, a corporate financial advisory platform that supports institutions such as RBC and Wealthsimple, is stepping down from his leadership role in the new year.
CEO Mark Evans will transition to executive chairman on Jan. 1, 2026, while remaining a board member focused on product strategic vision, and Chief Revenue Officer Brad Joudry will assume the role of CEO as well as his own seat on the board, the company announced Tuesday.
“I am incredibly proud of what we have achieved over the last seven years.”
Mark Evans, “Conquest”
In June, the company announced it had raised US$80 million ($110 million CAD). in Series B financing. Stephanie Chu, co-chair of Conquest's board and general partner at Portage, which participated in the Series B funding round, said in a statement that Evans “played an instrumental role” in Conquest's formation. His successor Joudry called him a “living legend”.
Evans responded to this sentiment by saying in a statement that Joudry has “the vision and ability to be a transformative leader.” He added that they have been planning this transition “for some time.”
“We have built a strong foundation for the business and are on the cusp of exponential growth,” Evans said. “I am incredibly proud of what we have achieved over the past seven years, creating technology that is shaping the next generation of financial advice.”
Founded in 2018, Conquest uses artificial intelligence to help financial advisors and clients make informed decisions that adapt to the needs of different stages of life. The company says it supports more than 60 percent of Canada's financial advice market, including more than 60,000 advisors at more than 1,000 financial institutions, including BMO, BNY Pershing, Manulife, Wealthsimple and RBC. It also has a presence in the US and UK.
“As we move toward 2026 and beyond, we see an opportunity to become the engine of the future of financial advice, replacing many legacy systems that were not designed for the needs of today's advisors and investors,” Joudry said in a statement.
Image courtesy of Conquest Planning.
