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Conquest

is a Canada-based AI-powered platform that offers solutions such as financial analysis, compliance, and advisory for financial advisors and planners... Read more
OverviewCompetitorsFundingNews & Insights

Conquest

is a Canada-based AI-powered platform that offers solutions such as financial analysis, compliance, and advisory for financial advisors and planners... Read more
Conquest President & CEO: Mark Evans

President & CEO

Mark Evans

CEO Approval Rating

90/100

2018

Private

Banking, Financial Services and Insurance
Fintech Software

Est. Annual Revenue
$100K-5.0M
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Est. Employees
100-250
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Funding
$26.5M

News

Partnership
Mar 21, 2025
StreetInsider
Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

Conquest Competitors

1PCC
2WealthTrace
3Razor Plan
4Quicken
5Snap Projections
6PlanPlus, Inc.
7Planswell
8ADVIZR, Inc.
9Advisor Software Inc
10Razor Logic Systems
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