Joudrie (pictured) will officially assume the CEO position and join the board on 1 January 2026 while Mark transitions to an executive chair role, where he will continue to guide Conquest’s long-term product strategy and vision.
Mark co-founded Conquest, an AI-driven platform designed to help make financial planning more personalised and accessible, in 2018. The platform aims to help advisers to improve efficiency, interoperability and scale.
Since joining in 2019, when Conquest was pre-revenue, Jourdrie has driven rapid expansion to more than 60% market penetration in Canada, a growing footprint in the US and the UK, and over 2 million financial plans created, the firm said.
“Mark is a living legend in adviser technology, and it’s been the experience of a lifetime to work alongside him for many years,” Joudrie said.
“As we approach 2026 and beyond, we see an opportunity to serve as the engine driving the future of financial advice, replacing many of the legacy systems that weren’t designed for the needs of today’s advisers and investors.
“I’m grateful to Mark, our investors and our team for entrusting me with this opportunity and I look forward to what lies ahead,” he added.
