Conquest Planning

Financial planning software from Winnipeg used by advisors and wealth firms.

About Conquest Planning

Conquest Planning is a Winnipeg financial planning software company that helps advisors create interactive plans, model scenarios, and deliver more collaborative planning experiences. It is one of the more prominent Canadian wealthtech software companies.

Headquarters
Winnipeg, MB
Founded
2018
Team size
51-200 employees
Pricing
custom

๐Ÿ Canadianness Score: 5/5

  • ๐Ÿ‡จ๐Ÿ‡ฆ Canadian-founded
  • ๐Ÿข Canadian-owned
  • ๐Ÿ”’ Data hosted in Canada
  • ๐Ÿ‘ฉโ€๐Ÿ’ป Dev team in Canada

Conquest Planning is a Canadian alternative to: