Founded: 2018 | Invested: 2019

The ethos of Conquest Planning is to get more people into financial plans. Their AI-based financial planning software empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan.

Mark Evans

President & CEO

"With a long history in the financial planning technology space, our founding team was able to leverage our experience to re-imagine a more engaging and efficient financial planning process for advisors and customers." Mark Evans
President & CEO

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