According to a recent LinkedIn post from Conquest Planning, the company has appointed Kristen W. as its new Chief Operating Officer, highlighting her more than 20 years of experience scaling global businesses in asset management and financial technology. The post notes that she previously served as a subsidiary-level COO at TIFIN, overseeing sales operations, forecasting, and launch strategy for multiple subsidiaries, including early-stage AI-driven firms in the financial ecosystem.
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The company’s LinkedIn post suggests that Kristen will oversee people and culture, delivery and implementation, and broader operational initiatives as Conquest scales its platform. This emphasis on operational foundation and reach across the wealth spectrum may signal a focus on accelerating growth, improving execution with advisors and institutions, and potentially strengthening the firm’s competitive position in the wealth-tech and financial-planning markets.