Conquest Planning Inc. Employee Directory

Software DevelopmentManitoba, Canada51-200 Employees

Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space.

For more information, visit www.conquestplanning.com.

Find Conquest Planning Inc. employees' phone numbers or email addresses

Conquest Planning Inc. Global Highlights

Location
Employees

North America
156

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  • Canada
    146
  • United States Of America
    10

Europe
8

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  • United Kingdom Of Great Britain And Northern Ireland
    7
  • Austria
    1

Conquest Planning Inc.'s Leadership

  • Stylized image of a person
    S. M.
    Cfo
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  • Stylized image of a person
    B. J.
    Chief Revenue Officer
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  • Stylized image of a person
    K. L.
    Chief Product Officer
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  • Stylized image of a person
    T. B.
    Chief Development Officer (cdo)
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  • Stylized image of a person
    P. W.
    Chief Legal Officer
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  • Stylized image of a person
    P. T.
    Chief Technology Officer
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  • Stylized image of a person
    T. M.
    Vp Strategic Accounts
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  • Stylized image of a person
    A. C.
    Vice President Enterprise Architecture
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Contact profiles from Conquest Planning Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. J.
    Chief Revenue Officer
    Phone icon
    Canada
    Dec 10, 2025
  • Stylized image of a person
    M. E.
    President & Ceo
    Phone icon
    CanadaManitoba
    Dec 10, 2025
  • Stylized image of a person
    K. L.
    Chief Product Officer
    Phone icon
    CanadaManitoba
    Dec 10, 2025
  • Stylized image of a person
    S. M.
    Cfo
    Phone icon
    CanadaManitoba
    Dec 10, 2025
  • Stylized image of a person
    T. B.
    Chief Development Officer (cdo)
    Phone icon
    Canada
    Dec 10, 2025
  • Stylized image of a person
    P. W.
    Chief Legal Officer
    Phone icon
    CanadaManitoba
    Oct 24, 2025
  • Stylized image of a person
    P. T.
    Chief Technology Officer
    Phone icon
    CanadaManitoba
    Dec 09, 2025
  • Stylized image of a person
    S. C.
    Evp, North American Distribution & Marketing
    Phone icon
    CanadaBritish Columbia
    Dec 10, 2025
  • Stylized image of a person
    M. T.
    Vp, Sales & Distribution, Emea
    Phone icon
    United Kingdom
    Dec 10, 2025
  • Stylized image of a person
    T. B.
    Vp, Strategic Product Solutions
    Phone icon
    United StatesWisconsin
    Dec 10, 2025

Frequently Asked Questions

What is Conquest Planning Inc. known for?

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Conquest Planning Inc. was founded in 2018 operates in the Software Development industry. Explore Conquest Planning Inc.'s company overview page for more information.

What is Conquest Planning Inc.'s most common email format?

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Conquest Planning Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Conquest Planning Inc. email formats with LeadIQ.

How many employees does Conquest Planning Inc. have currently?

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Conquest Planning Inc. has approximately 165 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Conquest Planning Inc.'s key employees and leadership?

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As of December 2025, Conquest Planning Inc.'s key employees include:

  • Cfo: S. M.
  • Chief Revenue Officer: B. J.
  • Chief Product Officer: K. L.
  • Chief Development Officer (cdo): T. B.
  • Chief Legal Officer: P. W.

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