Conquest Planning Expands Executive Team to Support Fintech Growth Strategy

According to a recent LinkedIn post from Conquest Planning, the wealthtech firm is expanding its executive leadership team with the appointments of a Chief Operating Officer, Chief Revenue Officer, and Chief Marketing Officer. The post highlights that these leaders bring experience in scaling fintech and enterprise software businesses, particularly in asset management, AI-driven financial technology, and North American enterprise banking and wealth.

The company’s LinkedIn post describes new COO Kristen W. as having more than 20 years of experience in asset management and financial technology, including prior responsibilities for sales operations, forecasting, and launch strategy at TIFIN. This background suggests Conquest may be positioning itself to improve operational scalability, implementation efficiency, and people and culture initiatives as it grows.

The post further notes that new CRO Rob Crnkovic co-founded CapIntel, which was ranked No. 2 on Deloitte Canada’s 2025 Technology Fast 50, and previously held senior revenue roles at Plaid and Salesforce. This profile indicates a focus on accelerating revenue growth and expanding partnerships with financial institutions and advisors in the U.S. and globally, which could be important for Conquest’s market penetration and recurring revenue potential.

According to the post, CMO Karen Budell has been leading Conquest’s global brand and marketing strategy since earlier this year, with an emphasis on amplifying the firm’s mission as it grows across the U.S. and beyond. For investors, the coordinated build-out of operations, revenue, and marketing leadership may signal a transition into a more aggressive growth phase and a bid to strengthen Conquest’s competitive position in the financial planning and wealthtech segments.

The post also reiterates Conquest’s mission of making personalized financial advice accessible across the entire wealth spectrum. If the new leadership team executes effectively, this strategic emphasis on scalable, technology-driven advice could support higher adoption among financial institutions and advisors, potentially enhancing Conquest’s long-term growth prospects and valuation profile within the fintech ecosystem.