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Conquest Planning Employee Directory

Software DevelopmentManitoba, Canada51-200 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.

Find Conquest Planning employees' phone numbers or email addresses

Conquest Planning Global Highlights

Location
Employees

North America
173

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  • Canada
    157
  • United States Of America
    16

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
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    S. M.
    Cfo
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    R. C.
    Chief Revenue Officer
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    K. L.
    Chief Product Officer
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    T. B.
    Chief Development Officer (cdo)
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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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    T. V. D.
    Vice President Product Operations
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Conquest Planning Employee Metrics

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

Contact profiles from Conquest Planning

Name
Title
Contact Info
Location
Last Update
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    R. D.
    Senior Quality Assurance Specialist, Team Lead
    Phone icon
    CanadaManitoba
    Mar 17, 2026
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    L. M.
    Senior Product Owner
    Phone icon
    CanadaManitoba
    Sep 09, 2025
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    A. K.
    Product Owner
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    CanadaBritish Columbia
    Apr 16, 2026
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    W. P.
    Senior Software Developer Team Lead
    Phone icon
    Canada
    Jun 28, 2026
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    M. W.
    Senior Software Developer Team Lead
    Phone icon
    CanadaManitoba
    Jun 27, 2026
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    K. B.
    Senior Software Developer And Team Lead
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    Canada
    Jun 07, 2026
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    A. R.
    Devops Lead
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    CanadaManitoba
    May 27, 2026
  • Stylized image of a person
    B. Y.
    Senior Product Owner
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    Canada
    Jun 07, 2026
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    J. D.
    Architect, Senior Team Lead
    Phone icon
    Canada
    May 19, 2026
  • Stylized image of a person
    Z. K.
    Product Owner
    Phone icon
    CanadaManitoba
    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. 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 193 employees as of July 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 July 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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