
Conquest Planning
The engine powering the future of financial advice
Series B
About
Conquest is an enterprise platform democratizing access to financial advice across the entire wealth continuum. From mass market to ultra-high-net-worth, Conquest helps financial institutions, wealth management firms, and their advisors deliver meaningful advice to clients in a more holistic, time efficient, and comprehensive manner.
Investment Highlights
Year Founded
2018
Employees
HQ Location
Winnipeg