Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
February 12, 202633m 38s
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2026/02/12/ep-328-beyond-the-big-three-what-it-takes-to-disrupt-financial-planning-software-with-brad-joudrie-conquest-planning/">Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […]</p>
<p>The post <a href="https://wealthtechtoday.com/2026/02/12/ep-328-beyond-the-big-three-what-it-takes-to-disrupt-financial-planning-software-with-brad-joudrie-conquest-planning/">Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>