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.
View Top Employees from Conquest Planning Inc.| Website | http://www.conquestplanning.com |
| Funding | $3 million |
| Employees | 126 (111 on RocketReach) |
| Founded | 2018 |
| Address | 330 St Mary Ave, 800, Winnipeg, Manitoba R3C 3Z5, CA |
| Phone | (204) 560-2502 |
| Technologies |
JavaScript,
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PHP
+14 more
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| Industry | Software Development, Software Development & Design, Financial Software, Software, Other Financial Services |
| Keywords | Financial Planning, Wealth Management Products, Digital Wealth Management, Robo Advisor, Investment Management Services |
| SIC | SIC Code 737 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 51 Companies, NAICS Code 5112 Companies, NAICS Code 511 Companies |
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Conquest Planning Inc. Questions
Paul Thiessen is the CTO of Conquest Planning Inc..
111 people are employed at Conquest Planning Inc..
Conquest Planning Inc. is based in Winnipeg, Manitoba.
The NAICS codes for Conquest Planning Inc. are [51, 5112, 511].
The SIC codes for Conquest Planning Inc. are [737, 73].
Top Conquest Planning Inc. Employees
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