We champion and proudly integrate our values into every aspect of what we do — from the product we build to the relationships we keep.
Join the teamConquest is on a mission to make financial advice accessible to all.
Conquest is helping reshape how financial advice is delivered, making it easier for institutions and advisors to provide high-quality, personalised guidance efficiently, without sacrificing trust or consistency.
Demonstrating confidence in one another's abilities.
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Embracing awareness and admiration of diverse ideals.
Embracing change on our journey to deliver valuable financial outcomes.
Making decisions guided by our ethics.
Listening, supporting, and inspiring each other as we grow.
Conquest Planning is active across the industry's leading events. Find us on the show floor, in speaking sessions, and at exclusive invite-only experiences — or request a private meeting with our team.
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We’re proud to sponsor the CTO Think Tank at Wealth Management EDGE. Join us to discuss enterprise planning modernisation, deep integrations, and scaling consistent advice across channels.
We’re proud to sponsor the IAFP 24th Annual Symposium. Meet our team and learn why over 70% of Canadian advisers choose Conquest to deliver personalised advice at scale.
Visit our booth at Advise AI to see how Conquest enables responsible, compliant AI-powered planning, helping teams deliver better advice at scale with clear oversight.
Book a personalized demo and discover why leading wealth management firms choose Conquest to power their planning.
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