Conquest Planning

The engine powering the future of financial advice
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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

HQ Location

Winnipeg
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