Brad Joudrie
CEO of Conquest Planning and fintech executive leading the company's product, U.S. expansion, and AI-driven strategic advice manager after a recent Series B funding round.
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Feb 12, 2026 • 34min
Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
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.
