Trio of executive hires join the Winnipeg headquartered fintech to fuel aims to scale growth and deepen reach among advisory firms
Conquest Planning is stepping up its US expansion efforts with the addition of three senior executives tasked with strengthening its go-to-market strategy and accelerating adoption among advisory firms and institutions.
The financial planning technology provider has appointed Rob Crnkovic as chief revenue officer, Kristen Winther as chief operating officer and Karen Budell as chief marketing officer, as it looks to build out its commercial capabilities in a competitive and evolving advice landscape.
The hires reflect rising demand for scalable, personalized planning tools across the wealth management industry, particularly among firms seeking to serve a broader spectrum of clients more efficiently.
“Conquest is helping reshape how financial advice is delivered, making it easier for institutions and advisors to provide high-quality, personalized guidance efficiently, without sacrificing trust or consistency,” said Brad Joudrie, CEO of Conquest Planning.
He added that their leadership will help the Canadian firm accelerate growth in the US, extending its reach and taking another step toward its goal of helping more families gain access to bespoke financial plans built for their unique needs.
All three bring extensive leadership skills with Winther joining from TIFIN but with GraniteShares and Horizons ETFs (now Globa X Canada) among her previous firms; Budell from growth platform Totango but with experience including Google; and Crnkovic most recently serving as co-founder and CRO at Toronto-based CapIntel having previously holding roles at Plaid and Salesforce.
The Winnipeg-based firm said the appointments follow a milestone of more than two million financial plans created on its platform, highlighting increased uptake among banks, broker-dealers and advisory firms.
The firm recently said that its new AI tools could shrink the time it takes to build a financial plan from about 10 hours to minutes.
Each of the new executives will lead a core function spanning revenue, operations and marketing, aligning with the company’s strategy to broaden distribution and enhance client engagement as it scales its AI-driven planning capabilities across the US market.
The expansion underscores Conquest’s push to position itself as a key technology partner for firms aiming to deliver more customized financial advice at scale.
