Company intelligence
Conquest Planning
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.
Verified activity
Signals from Conquest Planning
3 published signals
Presence & Recognition
Conquest Planning announced that three more days until the end of the Conquest Planning website.
Reported by Conquest Planning
Presence & Recognition
Conquest Planning's Chief Product Officer Ken Lotocki will present a session at the Institute of Advanced Financial Planners - IAFP Symposium in Winnipeg on September 23 at 3:00pm CT on the topic of The One With the Black Box: Why 'The AI Said So' Is Never Enough.
Reported by Conquest Planning
Presence & Recognition
Conquest Planning is hosting Booth 109 in Zone 1 at the Future Proof Festival
Reported by Conquest Planning