Conquest Planning spent the week expanding its executive bench and deepening its presence in AI-driven wealth technology. The company introduced a new Chief Operating Officer, Chief Revenue Officer, and highlighted its Chief Marketing Officer’s role in supporting a more aggressive growth phase.
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New COO Kristen W. brings more than 20 years of experience in asset management and fintech, most recently in a COO role at TIFIN. She will oversee people and culture, delivery and implementation, and broader operational initiatives to support Conquest’s scaling efforts.
Chief Revenue Officer Rob Crnkovic co-founded CapIntel, ranked No. 2 on Deloitte Canada’s 2025 Technology Fast 50, and previously held senior roles at Plaid and Salesforce. At Conquest, he is tasked with accelerating revenue growth and expanding partnerships with financial institutions and advisors in the U.S. and globally.
Chief Marketing Officer Karen Budell has been leading global brand and marketing strategy since earlier this year. Her mandate centers on amplifying Conquest’s mission and supporting expansion across the U.S. and international markets in the competitive wealth-tech segment.
Beyond leadership changes, Conquest announced that its AI-driven financial planning engine will be embedded into Advisor360°, an AI-native operating system for financial advisors. The integration is intended to streamline advisor workflows by reducing data re-entry and enabling direct access to Conquest’s planning tools.
Conquest’s proprietary AI expert system, SAM, is positioned to automate time-consuming planning tasks and free advisors for more client-facing work. Access to Advisor360°’s advisor network could expand Conquest’s user base and support recurring revenue, though financial terms of the deal were not disclosed.
The Advisor360° partnership aligns Conquest with a broader industry shift toward integrated, AI-enabled advisor platforms. If widely adopted, the integration could deepen Conquest’s embedding in advisor workflows and enhance its competitive standing in wealth-tech.
The company also underscored its community involvement as a team sponsor in the Merit Bowling for Bursaries event in Toronto. The initiative supports the Merit Award Bursary Program, which has provided more than 4,265 bursaries across 105 high schools since 1996.
Conquest highlighted participation by Toronto-based employees, emphasizing a commitment to education access and local engagement. While not expected to impact near-term revenue, these efforts may bolster the firm’s brand and appeal in a tight Canadian fintech talent market.
Taken together, the leadership build-out, Advisor360° integration, and community engagement signal a week of strategic and operational momentum for Conquest Planning. The company appears focused on scaling its AI wealth-tech platform while reinforcing its market and community presence.