Conquest Planning
The growth story
Conquest Planning grew from 92 to 202 employees between 2022 and 2026, raising $108M along the way, most recently a Series B in June 2025.
About
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. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial p
Founders and leadership
The Conquest Planning org chart
Brad Joudrie (Chief Executive Officer) leads 60 mapped leaders with 8 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 58 (+14% YoY), Product Management 26 (+18% YoY), Information Technology 22 (+29% YoY), Sales 15 (+25% YoY), Business Development 14 (+27% YoY), Quality Assurance 13 (0% YoY).
Talent flow
Most common previous employers of Conquest Planning staff: EISI (23), Zywave (20), Advicent – now part of InvestCloud (16), iQmetrix (15), IG Wealth Management (12), RAPID RTC (9). Former Conquest Planning employees most often moved to BNY (2), Natural Resources Canada (NRCan) (2), Payworks Payroll Services Canada (2), Pollen Street Capital (1), London Startup Network (1), 123 Finance (1).
Alumni worth knowing
Web traffic
Traffic mix: 25% direct, 14% search, 1% social, 0% paid.
What this company is made of
Most common skills at Conquest Planning: Leadership (63), SQL (62), Agile Methodologies (55), Customer Service (54), JavaScript (52), Microsoft Office (51), C# (51), Teamwork (48).
Where the team actually sits
Conquest Planning people are concentrated in Manitoba, Canada (72), Canada (18), Ontario, Canada (16), Greater Winnipeg Metropolitan Area (10).
Search footprint
Conquest Planning attracts about 150 organic search visits a month, traffic worth roughly $5K a month if bought through ads. It gained 75 ranking keywords and lost 26 in the last period.
What employees say
- Compensation
- 3.70 / 5
- Career opportunities
- 3.90 / 5
- Senior management
- 3.00 / 5
- Work-life balance
- 3.10 / 5
Frequently asked
Conquest Planning has 202 employees as of September 2026.
Conquest Planning has raised $108M in total, most recently a Series B round in June 2025.
Brad Joudrie (Chief Executive Officer) sits at the top of Conquest Planning's reporting structure, with 8 direct reports.
The most common previous employers of current Conquest Planning staff are EISI (23 people), Zywave (20 people), Advicent – now part of InvestCloud (16 people).
Former Conquest Planning employees most often move to BNY (2), Natural Resources Canada (NRCan) (2), Payworks Payroll Services Canada (2).
Conquest Planning attracts about 150 organic search visits a month, worth roughly $5K a month in equivalent ad spend.
The most common skills among Conquest Planning staff are Leadership, SQL, Agile Methodologies, Customer Service, JavaScript.
Conquest Planning staff are concentrated in Manitoba, Canada (72), Canada (18), Ontario, Canada (16).
Conquest Planning has about 58 people in Engineering, up 14% over the past year, as of September 2026.
Conquest Planning has about 26 people in Product Management, up 18% over the past year, as of September 2026.
Computed from 154 current and 55 former Conquest Planning profiles, as of September 2026. Source: Crustdata.
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