Conquest Planning, a modern financial planning platform catering to diverse wealth clients, receives investment to support its growth and expansion into the U.S. market.

Information on the Target

Conquest Planning is a cutting-edge financial planning platform designed to cater to a diverse range of wealth clients, from mass affluent to ultra-high-net-worth individuals. Created with an enterprise-scale approach, Conquest integrates financial planning seamlessly into the customer experience, aiming to provide holistic and dynamic management of clients’ financial lives. With an architecture that supports real-time collaboration between clients and advisors, Conquest sets out to redefine financial planning in the modern context.

Founded by Mark Evans, a key figure in developing one of the first widely adopted financial planning platforms, Conquest leverages the extensive expertise of its team. This seasoned group, known for pioneering the financial planning category, has reunited to create a versatile and modern solution, addressing the shortcomings of legacy systems that dominate the market.

Industry Overview in Canada

The financial planning industry in Canada has evolved significantly, reflecting trends towards a more integrated and customer-centric approach. Despite the increasing demand for personalized financial advice, a substantial number of Ca