CONQUEST PLANNING
Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.
CONQUEST PLANNING
Industry:
Financial Services FinTech
Founded:
2018-01-01
Address:
Winnipeg, Manitoba, Canada
Country:
Canada
Website Url:
http://www.conquestplanning.com
Total Employee:
11+
Status:
Active
Email Addresses:
[email protected]
Total Funding:
3 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Apple Mobile Web Clips Icon Content Delivery Network Domain Not Resolving Microsoft Exchange Online Amazon
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Current Employees Featured
Founder
Investors List
Fidelity International Strategic Ventures
Fidelity International Strategic Ventures investment in Seed Round - Conquest Planning
Eight Roads Ventures
Eight Roads Ventures investment in Seed Round - Conquest Planning
Portage Ventures
Portage Ventures investment in Seed Round - Conquest Planning
Official Site Inspections
http://www.conquestplanning.com Semrush global rank: 4.88 M Semrush visits lastest month: 1.8 K
- Host name: ec2-3-96-19-197.ca-central-1.compute.amazonaws.com
- IP address: 3.96.19.197
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
More informations about "Conquest Planning"
Story - Conquest Planning
Conquest Planning was founded in 2018. Our story however, began decades earlier. In the early 90’s our President and CEO, Dr. Mark Evans and members of our founding team developed …See details»
Conquest Planning Inc. - LinkedIn
Conquest Planning Inc. | 12,274 followers on LinkedIn. Powerful, accurate, intelligent financial planning software | Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK …See details»
Careers | Conquest Planning
A value driven organization on a mission to democratize access to advice globally. Strong culture, game-changing product, values-driven leadership.See details»
Conquest Planning - Crunchbase Company Profile
Organization. Conquest Planning . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Conquest Planning is a FinTech company …See details»
Canada Life partners with Conquest Planning, plans to roll out ...
Apr 15, 2021 They believe a goals-based approach to financial literacy, delivered through a human centered, digital experience will increase the number of people who benefit from …See details»
Worldsource Wealth Management launches Conquest Planning’s
May 31, 2022 It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada …See details»
RBC and Conquest Planning bring next-generation …
Apr 21, 2023 An important benefit for RBC clients: Conquest's software also provides a portal which, in future, will enable clients to access an 'always on', engaging and personalized financial plan that ...See details»
Conquest Planning
Conquest Planning is a financial planning software that combines human expertise and artificial intelligence.See details»
Product | Conquest Planning
Blended goals based and cash flow planning, our powerful Strategic Advice Manager (SAM) leverages artificial intelligence to consider who the client is, what they have, what they want and serves up the next best strategy to achieve …See details»
Conquest Planning - YouTube
Powerful, accurate, and intelligent financial planning softwareSee details»
Purpose Advisor Solutions Ups Their Game by Bringing ... - Newswire
Jun 22, 2021 To learn more, visit www.conquestplanning.com. Follow us @ LinkedIn . SOURCE Conquest Planning. Brad Joudrie, ... Organization Profile. Conquest Planning. Contact Cision. …See details»
Conquest Planning Inc. | Winnipeg MB - Facebook
Conquest Planning Inc., Winnipeg, Manitoba. 134 likes · 14 talking about this. Financial Planning made easySee details»
Get Started | Conquest Planning
Book a demo to explore how you might improve your financial planning process.See details»
Conquest Planning
Conquest Planning offers an intuitive and interactive financial planning app tailored to individual needs and goals.See details»
Conquest Planning raises $7.5 million in follow-on investment to ...
Jul 21, 2021 /CNW/ - Conquest Planning Inc., ("Conquest" or "the Company") today announced it has raised $7.5 million in funding from existing investors Portage Ventures,...See details»
Conquest Planning Partners with IG Wealth Management to
Jun 17, 2020 Company also announces investment from IGM Financial to help fuel its growth. WINNIPEG, MB, June 17, 2020 /CNW/ - Conquest Planning Inc. (Conquest) today announced …See details»
Conquest Planning raises $7.5M to accelerate growth
Power Corp. affiliate Portage Ventures is among the startup’s investors. Conquest Planning Inc. has raised millions in funding as it seeks to expand and reach new global markets.See details»
Conquest Planning
Create your financial plan with Conquest Planning's intuitive and powerful technology.See details»
Canada Life partners with Conquest Planning, plans to roll out ...
Apr 15, 2021 "At Canada Life, we're always evolving how we help advisors build better businesses and serve more Canadians," said Hugh Moncrieff, Executive Vice-President, …See details»