Conquest Planning
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Financial Software · Canada · 51-200 Employees

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Overview

Headquarters

330 St Mary Ave 800, Winnipeg, Manitoba,...

Revenue

$33.6 Million

Industry

Financial Software Software

About Conquest Planning

Conquest Planning is a financial technology company offering financial planning software That empowers advisors & planners to build plans faster and collaborate with their clients. The company is based in Winnipeg, Canada.Explore more
Conquest Planning's Social MediaSIC Code 73,737NAICS Code 54,541Show more

Conquest Planning Org Chart

Brad Joudrie, Chief Executive Officer at Conquest Planning
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Chief Executive Officer

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KW
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Chief Operating Officer

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Paul Thiessen, Chief Technology Officer at Conquest Planning
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Chief Technology Officer

PhoneEmail
SM
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Chief Financial Officer

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Rob Crnkovic, Chief Revenue Officer at Conquest Planning
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Chief Revenue Officer

PhoneEmail
Philip Watts, Chief Legal Officer at Conquest Planning
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Chief Legal Officer

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DE
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Executive VP, Operations

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SC
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Executive VP, American Distribution (North)

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TB
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Chief Development Officer

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Compare Similar Companies to Conquest Planning

Compare insights from companies similar to Conquest Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Conquest Planning

$33.6M
51-200
Private
$126.5M
2018
$69M
201-500
Private
-
1990
$20.9M
51-200
Private
-
-
N/A
$15.5M
51-200
Private
-
2016
GM
Greg MunroDirector, Wealth Advice & Planning
$9.6M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
AT
Allen TeskaCertified Financial Planner
<$5M
1-10
Private
-
2014
LM
Leigh MartinsonManager, Customer Success
Illustration of an envelope

Conquest Planning Tech Stack

A closer look at the technologies used by Conquest Planning

Top Financial Software Companies

Frequently Asked Questions Regarding Conquest Planning

What is Conquest Planning's official website?
Conquest Planning's official website is www.conquestplanning.com
What is Conquest Planning's Revenue?
Conquest Planning's revenue is $33.6 Million
What is Conquest Planning's SIC code?
Conquest Planning's SIC: 73,737
What is Conquest Planning's NAICS code?
Conquest Planning's NAICS: 54,541
How many employees does Conquest Planning have?
Conquest Planning has 51-200 employees
What industry does Conquest Planning belong to?
Conquest Planning is in the industry of: Financial Software, Software
What is Conquest Planning competition?
Conquest Planning top competitors include: EISI, Snap Projections, FPS Financial Planning Services, Thrive Wealth Management
What technology does Conquest Planning use?
Some of the popular technologies that Conquest Planning uses are: reCAPTCHA, Embedly, Eploy, Engage ATS
Who is the CFO of Conquest Planning?
Conquest Planning's CFO is Sean MacDonald
Who is the CTO of Conquest Planning?
Conquest Planning's CTO is Paul Thiessen
What does Conquest Planning do?

Conquest Planning is a financial technology company offering financial planning software That empowers advisors & planners to build plans faster and collaborate with their clients. The company is based in Winnipeg, Canada.... Read More

What are Conquest Planning social media links?
Conquest Planning Linkedin page Conquest Planning Twitter page Conquest Planning Facebook page
Who invested in Conquest Planning?
Conquest Planning has 19 investors including IGM Financial, Fidelity International Strategic Ventures, Eight Roads and Portag3 Ventures.
Is Conquest Planning a public company?
Conquest Planning is private company therefore does not currently have an official ticker symbol
See more information about Conquest Planning

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