WealthTech Today Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
Feb 12, 2026
Brad Joudrie, CEO of Conquest Planning and fintech leader driving U.S. expansion and AI product work. He discusses Conquest’s $80M Series B and careful growth strategy. He explains SAM, an AI-driven engine that speeds plan building. He outlines API-first integrations and plans for a direct-to-advisor channel in 2026.
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Episode notes
Leadership Transition And Continuity
- Brad Joudrie described his multi-year leadership transition with Mark Evans and stepping into CEO on Jan 1 after the Series B close.
- He emphasized Mark staying in an executive chair role to support continuity and growth.
Use Investors As Distribution Engines
- Leverage strategic investors to open distribution and integration channels, not just for capital.
- Use partnerships with custodians and enterprises to accelerate U.S. growth and commercial rollout.
Dual Distribution Strategy
- Conquest plans direct-to-advisor distribution in 2026 to complement enterprise channels.
- This dual approach targets both large networks and independent advisors to scale faster.