Conquest Planning Expands Executive Team to Support Fintech Growth Strategy

A LinkedIn post from Conquest Planning highlights that the company is expanding its executive leadership team with three senior appointments aimed at supporting its next phase of growth. The post introduces a new Chief Operating Officer, Chief Revenue Officer, and Chief Marketing Officer, all with backgrounds in fintech, enterprise software, and wealth technology.

According to the post, the new COO, Kristen W., brings more than 20 years of experience in asset management and financial technology, including a prior role at TIFIN focused on sales operations, forecasting, and launch strategy for AI-driven financial ecosystem subsidiaries. She is described as taking responsibility for people and culture, delivery and implementation, and operational initiatives as Conquest scales.

The post also notes that the new Chief Revenue Officer, Rob Crnkovic, previously co-founded CapIntel, which was ranked No. 2 on Deloitte Canada’s 2025 Technology Fast 50, and held senior revenue roles at Plaid and Salesforce. He is expected to lead revenue growth and expand partnerships with financial institutions and advisors across the U.S. and international markets, suggesting a stronger commercial push and broader geographic focus.

In addition, the company’s Chief Marketing Officer, Karen Budell, is described as leading global brand and marketing strategy since earlier this year, with an emphasis on supporting growth in the U.S. and beyond. The post frames these appointments as part of Conquest’s broader mission to make personalized financial advice accessible across the wealth spectrum, implying a focus on scalability and market penetration in the wealthtech segment.

For investors, the concentration of leadership talent with prior experience at high-growth fintech and enterprise software firms may indicate an intention to accelerate product commercialization, institutional partnerships, and international expansion. If execution aligns with the backgrounds of these executives, Conquest could enhance its competitive position in financial planning and wealthtech, potentially improving its long-term revenue growth trajectory and attractiveness as a partner to financial institutions.