Conquest Planning
Winnipeg financial planning software for advisors creating interactive client plans.
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How Canadian is this company? Rated 1-5 on ownership, data residency & team presence.
https://conquestplanning.comAbout Conquest Planning
Conquest Planning is a Winnipeg financial planning software company that helps advisors create interactive plans, model scenarios, and deliver more collaborative planning experiences. It is one of the more prominent Canadian wealthtech software companies.
- Headquarters
- Winnipeg, MB
- Founded
- 2018
- Team size
- 51-200 employees
- Pricing
- custom - Contact for pricing
- Last verified
- March 2026
The Eh Score rates Canadian ownership, data residency, founding location, team presence, and support availability. Learn more →
Why it's Canadian
- 🇨🇦 Canadian-founded
- 🏢 Canadian-owned
- 🔒 Data hosted in Canada
- 👩💻 Dev team in Canada
Why it's Canadian
- 🇨🇦 Canadian-founded
- 🏢 Canadian-owned
- 🔒 Data hosted in Canada
- 👩💻 Dev team in Canada
Why it's on EhList
If you're replacing Betterment or Empower, Conquest Planning is one of the Canadian names that actually belongs on the shortlist. The practical appeal is simple: the company is Canadian-owned and customer data stays in Canada, which makes it easier to shortlist for buyers who care about procurement, privacy, or both.
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