Conquest Planning Employee Directory

Q: What is Conquest Planning known for?

Conquest Planning was founded in 2018. Conquest Planning operates in the Software Development industry.

Q: How many employees does Conquest Planning have currently?

Conquest Planning has approximately 162 employees.

Q: Who are Conquest Planning's key employees and leadership?

Conquest Planning's key employees include: President & Ceo: M. E., Cfo: S. M., Chief Revenue Officer: B. J., Chief Product Officer: K. L., Chief Legal Officer: P. W..

Software DevelopmentCanada51-200 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

North America
158

Canada
146
United States Of America
12

Europe
9

United Kingdom Of Great Britain And Northern Ireland
8
Austria
1

Conquest Planning's Leadership

S. M.
Cfo
Mobile Phone
Email
B. J.
Chief Revenue Officer
Mobile Phone
Email
K. L.
Chief Product Officer
Mobile Phone
Email
P. W.
Chief Legal Officer
Mobile Phone
Email
P. T.
Chief Technology Officer
Mobile Phone
Email
T. M.
Vp Strategic Accounts
Mobile Phone
Email
A. C.
Vice President Enterprise Architecture
Mobile Phone
Email
M. E.
President & Ceo
Mobile Phone
Email

Contact profiles from Conquest Planning

Name

Title

Contact Info

Location

Last Update

B. J.
Chief Revenue Officer
Mobile Phone
Email
Canada
Oct 24, 2025
M. E.
President & Ceo
Mobile Phone
Email
CanadaManitoba
Aug 07, 2024
K. L.
Chief Product Officer
Mobile Phone
Email
CanadaManitoba
Aug 14, 2024
S. M.
Cfo
Mobile Phone
Email
CanadaManitoba
Jul 02, 2025
P. W.
Chief Legal Officer
Mobile Phone
Email
CanadaManitoba
Oct 24, 2025
P. T.
Chief Technology Officer
Mobile Phone
Email
CanadaManitoba
Nov 03, 2025
S. C.
Evp, North American Distribution & Marketing
Mobile Phone
Email
CanadaBritish Columbia
Aug 22, 2025
M. T.
Vp, Sales & Distribution, Emea
Mobile Phone
Email
United Kingdom
Oct 24, 2025
T. B.
Vp, Strategic Product Solutions
Mobile Phone
Email
United StatesWisconsin
Nov 03, 2025
J. T.
Executive Vp Of Strategic Advice
Mobile Phone
Email
Canada
Nov 03, 2025

Frequently Asked Questions

What is Conquest Planning known for?

Conquest Planning was founded in 2018 operates in the Software Development industry. The company's main headquarters is located in 330 St Mary Ave, 800 Winnipeg, Manitoba R3C 3Z5, CA. 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 . 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 162 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Conquest Planning's key employees and leadership?

As of October 2025, Conquest Planning's key employees include:

Cfo: S. M.
Chief Revenue Officer: B. J.
Chief Product Officer: K. L.
Chief Legal Officer: P. W.
Chief Technology Officer: P. T.

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