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Conquest Planning's Mark Evans Stepping Down as CEO
Yahoo Financeยท 2025-12-02 17:32
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Conquest Planning, the artificial intelligence-powered, Canada-based, financial planning platform founded by Mark Evans (creator of Naviplan) has announced Chief Revenue Officer Brad Joudrie as CEO effective Jan. 1, 2026. Founded in 2018 and launched into the Canadian market in 2020, Conquest first rolled out to American advisors in mid-2022. In June, the company announced it raised an $80 mill ...