Conquest Planning 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 employees' phone numbers or email addresses

Conquest Planning Global Highlights

Location
Employees

North America
175

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  • Canada
    157
  • United States Of America
    18

Europe
11

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

Conquest Planning's Leadership

  • Stylized image of a person
    B. J.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. M.
    Cfo
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  • Stylized image of a person
    K. W.
    Chief Operating 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)
    Phone icon
  • 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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Conquest Planning Employee Metrics

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

Contact profiles from Conquest Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. J.
    Chief Executive Officer
    Phone icon
    Canada
    Apr 23, 2026
  • Stylized image of a person
    K. W.
    Chief Operating Officer
    Phone icon
    United StatesNew York
    Apr 21, 2026
  • Stylized image of a person
    K. L.
    Chief Product Officer
    Phone icon
    CanadaManitoba
    Apr 23, 2026
  • Stylized image of a person
    S. M.
    Cfo
    Phone icon
    CanadaManitoba
    Apr 22, 2026
  • Stylized image of a person
    T. B.
    Chief Development Officer (cdo)
    Phone icon
    Canada
    Mar 30, 2026
  • Stylized image of a person
    P. W.
    Chief Legal Officer
    Phone icon
    United States
    Apr 15, 2026
  • Stylized image of a person
    P. T.
    Chief Technology Officer
    Phone icon
    CanadaManitoba
    Apr 23, 2026
  • Stylized image of a person
    S. C.
    Evp, North American Distribution
    Phone icon
    CanadaBritish Columbia
    Apr 23, 2026
  • Stylized image of a person
    M. T.
    Vp, Sales & Distribution, Emea
    Phone icon
    Apr 23, 2026
  • Stylized image of a person
    J. T.
    Executive Vp Of Strategic Advice
    Phone icon
    Canada
    Apr 17, 2026

Frequently Asked Questions

What is Conquest Planning known for?

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Conquest Planning 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's company overview page for more information.

What is Conquest Planning's most common email format?

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

How many employees does Conquest Planning have currently?

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Conquest Planning has approximately 179 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Conquest Planning's key employees and leadership?

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As of April 2026, Conquest Planning'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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