Conquest Planning News and Activities

Acquisition, funding and merger involving Conquest Planning.

• Conquest Planning has just announced a $80 Million fundraising (posted on July 2 2025).

View the org chart displaying its 18 main executives

Most searched biographies at Conquest Planning

• Brad Joudrie, Chief Executive Officer
• Mark Evans, Executive Chairman of the Board
• Karen Budell, Chief Marketing Officer

Popular executive movements at Conquest Planning

• Mark Evans who is President and Chief Executive Officer, will be promoted to Executive Chairman of the Board on Jan. 1, 2026  (posted on December 3 2025).
• Brad Joudrie who is Chief Revenue Officer, will be promoted to Chief Executive Officer on Jan. 1, 2026  (posted on December 3 2025).

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Conquest Planning has 4,130 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Kaspi.kz has announced the acquisition of Rabobank Turkey  (posted on June 24 2026).
• Chronograph has just announced a $140 Million fundraising (posted on June 19 2026).
• American Express has announced the acquisition of TheFork  (posted on June 19 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Gabriel de Alba - Managing Director at Catalyst Capital
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management

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Social media about Conquest Planning

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