What departments does Conquest Planning have?

Conquest Planning has employees across 13 departments including Sales, Product Management, Finance, Business Development, Engineering.

What is the largest department at Conquest Planning?

The largest department at Conquest Planning is Product Management with 13 employees.

Where are Conquest Planning employees located globally?

Conquest Planning has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Canada, United States Of America.

How has Conquest Planning's team size changed over time?

Conquest Planning's team has grown from approximately 149 to 188 employees based on available data.

Conquest Planning Employee Directory

Software DevelopmentManitoba, Canada201-500 Employees

Conquest Planning provides a software platform for financial planning used by financial advisory practices to generate personalized financial plans efficiently. The product emphasizes an intuitive design and straightforward onboarding, and it employs data-driven AI to produce highly personalized, visually polished plans. Founded in 2018 by fintech veterans, the company is headquartered in Canada. It operates from Winnipeg, Manitoba, and maintains offices in the UK and the USA, serving advisory firms as its primary customers. In June 2026, Conquest Planning announced an AI integration with Zocks Communications to help advisors move more quickly from client conversations to final plans.

Conquest Planning Global Highlights

North America
184

Canada
161
United States Of America
23

Europe
11

United Kingdom Of Great Britain And Northern Ireland
11

Conquest Planning's Leadership

B. J.
Chief Executive Officer
Mobile Phone
Email
S. M.
Cfo
Mobile Phone
Email
R. C.
Chief Revenue Officer
Mobile Phone
Email
K. L.
Chief Product Officer
Mobile Phone
Email
T. B.
Chief Development Officer (cdo)
Mobile Phone
Email
P. T.
Chief Technology Officer
Mobile Phone
Email
T. M.
Vp Strategic Accounts
Mobile Phone
Email
T. V. D.
Vice President Product Operations
Mobile Phone
Email

Conquest Planning Employee Metrics

100%

50%

0%

2026

2025

Product Management
Analytics
Quality Assurance
Engineering
Entrepreneurship
Other
Consultant
Sales

Contact profiles from Conquest Planning

Name

Title

Contact

Location

Last Update

R. C.
Chief Revenue Officer
Mobile Phone
Email
Canada, Ontario
Sep 29, 2026
B. J.
Chief Executive Officer
Mobile Phone
Email
Canada
Sep 26, 2026
K. L.
Chief Product Officer
Mobile Phone
Email
Canada, Manitoba
Oct 10, 2026
S. M.
Cfo
Mobile Phone
Email
Canada, Manitoba
Oct 02, 2026
T. B.
Chief Development Officer (cdo)
Mobile Phone
Email
Canada
Sep 28, 2026
P. T.
Chief Technology Officer
Mobile Phone
Email
Canada, Manitoba
Sep 26, 2026
S. C.
Evp, North American Distribution
Mobile Phone
Email
Canada, British Columbia
Sep 29, 2026
M. T.
Vp, Sales & Distribution, Emea
Mobile Phone
Email
Sep 28, 2026
J. T.
Executive Vp Of Strategic Advice
Mobile Phone
Email
Canada
Sep 28, 2026
T. M.
Vp Strategic Accounts
Mobile Phone
Email
Canada, Ontario
Sep 28, 2026

Frequently Asked Questions

What is Conquest Planning known for?

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

What is Conquest Planning's most common email format?

Conquest Planning employees' email format typically follows the pattern of First.Last@conquestplanning.com. 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?

Conquest Planning has approximately 202 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Conquest Planning's key employees and leadership?

As of September 2026, Conquest Planning's key employees include:

Chief Executive Officer: B. J.
Cfo: S. M.
Chief Revenue Officer: R. C.
Chief Product Officer: K. L.
Chief Development Officer (cdo): T. B.

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Conquest Planning Employee Directory

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