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
182

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  • Canada
    163
  • United States Of America
    19

Europe
11

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  • United Kingdom Of Great Britain And Northern Ireland
    10
  • Austria
    1

Conquest Planning Inc.'s Leadership

  • Stylized image of a person
    B. J.
    Chief Executive Officer
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  • Stylized image of a person
    S. M.
    Cfo
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    K. W.
    Chief Operating Officer
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    K. L.
    Chief Product Officer
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    T. B.
    Chief Development Officer (cdo)
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  • Stylized image of a person
    P. W.
    Chief Legal Officer
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    P. T.
    Chief Technology Officer
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  • Stylized image of a person
    T. M.
    Vp Strategic Accounts
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Conquest Planning Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Product Management
  • Analytics
  • Quality Assurance
  • Engineering
  • Entrepreneurship
  • Other
  • Consultant
  • Sales

Contact profiles from Conquest Planning Inc.

Name
Title
Contact Info
Location
Last Update
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    S. B.
    Sales Director - Us
    Phone icon
    United StatesPennsylvania
    Jun 03, 2026
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    S. M. D.
    Sales Director
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    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    D. M.
    Sales Director
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    Canada
    Jun 03, 2026
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    D. B.
    Product Director, Us
    Phone icon
    United StatesWisconsin
    Apr 16, 2026
  • Stylized image of a person
    A. D.
    Controller
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    CanadaManitoba
    Apr 16, 2026
  • Stylized image of a person
    M. G.
    Product Director - Canada
    Phone icon
    CanadaManitoba
    May 20, 2026
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    A. B.
    Director, Content Services
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    CanadaQuebec
    Mar 17, 2026
  • Stylized image of a person
    M. W.
    Director, Project Management
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    CanadaNova Scotia
    May 20, 2026
  • Stylized image of a person
    D. G.
    Strategic Account Manager
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    United StatesWisconsin
    Jun 03, 2026
  • Stylized image of a person
    B. H.
    Manager, People And Culture
    Phone icon
    CanadaManitoba
    May 29, 2026

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. The company's main headquarters is located in 330 Street Mary Avenue 800 Winnipeg, Manitoba r3c 3z5 Canada. 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 186 employees as of June 2026. 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 June 2026, Conquest Planning Inc.'s key employees include:

  • Chief Executive Officer: B. J.
  • Cfo: S. M.
  • Chief Operating Officer: K. W.
  • Chief Product Officer: K. L.
  • Chief Development Officer (cdo): T. B.

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