Conquest Planning

Software Development • Winnipeg, Manitoba, Canada • 101-200 Employees

Company overview

Headquarters	330 St Mary Ave, 800, Winnipeg, Manitoba R3C 3Z5, CA
Phone number	+12045602500
Website	conquestplanning.com
Keywords	Financial Planning
Founded	2018
Employees	101-200
Socials

Key Contact at Conquest Planning

Paul Thiessen

Chief Technology Officer

Mobile @conquestplanning.com

Conquest Planning Email Formats

Conquest Planning uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@conquestplanning.com), used 41.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@conquestplanning.com	41.5%
{first name}.{last name}	john.doe@conquestplanning.com	39.6%
{first initial}{last name}	jdoe@conquestplanning.com	10.4%
{first name}{last name}	johndoe@conquestplanning.com	8.5%

About Conquest Planning

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.

Conquest Planning revenue & valuation

Annual revenue	$20,500,000
Revenue per employee	$125,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$65,600,000
Total funding	$97,936,300

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Conquest Planning has 120 employees across 12 departments.

Departments

Number of employees

Funding Data

Explore Conquest Planning's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount
2023-03-07	4	$17,900,000
2024-11-16	9	$36,300
2025-07-23	5	$80,000,000

Funding Insights

$97,936,300

Total funding amount

$80,000,000

Most recent funding amount

Number of funding rounds

Conquest Planning Tech Stack

Discover the technologies and tools that power Conquest Planning's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon SES

Vimeo

Video players

Microsoft 365

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

HTTP/3

Miscellaneous

HSTS

Security

Webflow

Page builders

Adobe Fonts

Font scripts

Frequently asked questions

Conquest Planning is located in Winnipeg, Manitoba, CA.

You can reach Conquest Planning at +12045602500.

Conquest Planning was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Conquest Planning has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Conquest Planning has raised a total of $97,936,300 across 3 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Conquest Planning

Paul Thiessen

Chief Technology Officer

Mobile @conquestplanning.com

4.8

40,000 users