Conquest Planning company profile
Powerful, accurate, intelligent financial planning software
About Conquest Planning
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.
Mission and direction
Conquest Planning is a purpose-driven financial planning software company that helps financial advice professionals deliver beautifully designed, hyper-personalized plans using intuitive workflows and data-driven artificial intelligence. The company is focused on expanding access to great financial advice through modern fintech tools that improve advisor efficiency, client engagement, and planning outcomes across the financial services industry.
Company values
- Purpose-driven
- Client-first
- Innovation
- Accessibility
- Collaboration
- Integrity
- Curiosity
- Quality