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, personalized 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 modernization, deep integrations, and scaling consistent advice across channels.
Our team is back at the world's largest wealth festival. Find time with us during Breakthru Meetings or stop by the Qwealth Canadian Lounge to learn what’s newat Conquest.
We’re proud to sponsor the IAFP 24th Annual Symposium. Meet our team and learn why over 70% of Canadian advisors choose Conquest to deliver personalized advice at scale.
Book a personalized demo and discover why leading wealth management firms choose Conquest to power their planning.
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