Conquest Planning

Conquest Planning company information, Employees & Contact Information

Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, visit www.conquestplanning.com.

Company Details

Employees
160
Founded
-
Address
330 St Mary Ave, 800,canada
Email
in****@****ing.com
Industry
Software Development
NAICS
Software Publishers
HQ
Winnipeg, Manitoba
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News

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families - Business Wire

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families Business Wire

Conquest Planning Raises $80 Million in Series B - The SaaS News

Conquest Planning Raises $80 Million in Series B The SaaS News

Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners - Business Wire

Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners Business Wire

Matthew Anderson Announces Multi-Year Partnership with Conquest Planning - One Eleven Management Group

Matthew Anderson Announces Multi-Year Partnership with Conquest Planning One Eleven Management Group

Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge - FinTech Futures

Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge FinTech Futures

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning - Business Wire

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning Business Wire

Conquest Planning Raises $80M in Series B for AI-Powered Financial Platform - wealthmanagement.com

Conquest Planning Raises $80M in Series B for AI-Powered Financial Platform wealthmanagement.com

AI-powered fintech Conquest Planning secures $80m funding - Private Banker International

AI-powered fintech Conquest Planning secures $80m funding Private Banker International

Conquest Planning hits million-plan milestone, charts market expansion - Citywire

Conquest Planning hits million-plan milestone, charts market expansion Citywire

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future - Business Wire

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future Business Wire

Canadian fintech Conquest Planning raises $80m Series B - FinTech Futures

Canadian fintech Conquest Planning raises $80m Series B FinTech Futures

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada - Business Wire

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada Business Wire

Conquest Planning Closes $24 Million Series A Raise - FinTech Futures

Conquest Planning Closes $24 Million Series A Raise FinTech Futures

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights - Business Wire

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice - Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice Business Wire

Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors - Business Wire

Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software - Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors - Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors Business Wire

AI FinTech Conquest Planning raises $80m Series B round - FinTech Global

AI FinTech Conquest Planning raises $80m Series B round FinTech Global

Tech roundup: BMO clients can build their own financial plan in Conquest Planning - Investment Executive

Tech roundup: BMO clients can build their own financial plan in Conquest Planning Investment Executive

Conquest Planning Secures $17.8M in Series A Funding - wealthmanagement.com

Conquest Planning Secures $17.8M in Series A Funding wealthmanagement.com

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform - BetaKit

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform BetaKit

WealthTech Conquest Planning raises $80 million - Finextra Research

WealthTech Conquest Planning raises $80 million Finextra Research

Conquest Planning Raises $80M in Series B Funding - FinSMEs

Conquest Planning Raises $80M in Series B Funding FinSMEs

Conquest Planning secures $110 million in financing - Investment Executive

Conquest Planning secures $110 million in financing Investment Executive

Brad Joudrie of Conquest Planning on making advice accessible - financial-planning.com

Brad Joudrie of Conquest Planning on making advice accessible financial-planning.com

Fintech in focus: Conquest Planning - Advisor.ca

Fintech in focus: Conquest Planning Advisor.ca

Tech roundup: Raymond James, Manulife Wealth begin using Conquest Planning - Investment Executive

Tech roundup: Raymond James, Manulife Wealth begin using Conquest Planning Investment Executive

NaviPlan Creator Aims New Firm Conquest Planning At U.S. Market - wealthmanagement.com

NaviPlan Creator Aims New Firm Conquest Planning At U.S. Market wealthmanagement.com

Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets - BetaKit

Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets BetaKit

Sun Life forges wealthtech partnership with Conquest Planning - Wealth Professional

Sun Life forges wealthtech partnership with Conquest Planning Wealth Professional

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