Conquest Planning provides a financial planning engine and technology solutions designed to enhance the financial planning experience for financial institutions and their clients. It offers tools for real-time digital client collaboration, stress testing financial plans, and delivering analytics.

Conquest Planning

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Sales and Support

Brad Joudrie

Chief Product Officer

Ken Lotocki

President & CEO

Mark Evans

Chief Technology Officer

Paul Thiessen

CFO at Conquest Planning Inc.

Sean MacDonald

Vice President of Customer Success

Johnny Chiello

VP, Sales and Marketing

Stacie Joosten, MBA

Operations

Tom Burmeister

Engineering

Tony Bevan

Director, Governance, Risk & Compliance

Brian Barnabe

VP, US Distribution

Co-Founder, President & Chief Executive Officer

FinTech Companies With More Than $10M in Revenue

Companies With Less Than $1B in Revenue (Top 10K)

Canada Companies With More Than 10 Employees (Top 10K)

FinTech Companies With Less Than $50M in Revenue (Top 10K)

Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.

Manulife Financial

Grant - Conquest Planning

Fidelity International Strategic Ventures

Series A - Conquest Planning

Seed Round - Conquest Planning

Computer and Software Products and Electrical and Scientific Products

Winnipeg

Manitoba

Canada

North America

Canadian fintech Conquest boosts AI-powered financial planning platform

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Conquest Planning’s best practices for tech and change management

BNY Mellon embraces AI with Behavox for enhanced ...

Neo Financial, Float, and Cohere headline LinkedIn's sixth ...

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

United States

India

Asia

Cyprus

Europe

Brazil

South America

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news impact assignment basic	general
public peers	general	Sep 5, 2024 5:15 PM	1f53797a
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 6, 2024 1:30 AM	1bd65e31
company summary	general
signals	general
crunchbase trigger	general	Oct 30, 2024 1:02 PM	0e6a96ac
crunchbase profile	general	Oct 31, 2024 2:42 AM	4991800d
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	8f03f1a7
peers	general	Sep 5, 2024 5:15 PM	396fd230
news basic	general	Sep 5, 2024 5:15 PM	c7b3ae47
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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Conquest Planning