In 2024, Conquest received several accolades including ranking 51st out of over 400 companies on Globe and Mail’s Top Growing Companies in Canada, placing 27th on the Deloitte Canada Technology Fast 50 list, and being recognized as one of Wealth Professional’s 5-Star Wealth Tech Providers. The company is now used by over 60% of the Canadian financial advisor market and is expanding its user base in the U.S. and U.K. It has also formed partnerships with large institutions like Manulife Wealth, Raymond James, and PlannrCRM.
Key takeaways:
- Conquest Planning Inc., a technology platform modernizing financial planning, has recently surpassed 1 million financial plans and continues to expand into the United Kingdom and the United States.
- The company was recognized as one of 10 companies to win Manulife and the World Economic Forum’s Prospering in Longevity Challenge.
- Conquest Planning Inc. was founded in 2018 by Dr. Mark Evans and uses AI-powered software to offer financial advice at scale, serving financial advisors, banks, brokerages, insurance firms and pension providers.
- Conquest has achieved impressive recognition in 2024, including ranking 51st out of over 400 companies on Globe and Mail’s Top Growing Companies in Canada, and placing 27th on the Deloitte Canada Technology Fast 50 list.