Conquest Planning
Conquest Planning is a B2B fintech platform offering AI-powered financial planning tools to advisors and wealth firms. Founded in 2018 by Mark Evans, it serves over 60,000 advisors globally, streamlining plan creation and enhancing client engagement.
CEO
Company Operating Status
Active
Facebook URL
Industry
Latest Funding Round Date
June 23, 2025
February 19, 2020
Latest Funding Round Amount (USD)
80,000,000
LinkedIn URL
Location
Number of Employees
94
0
Number of Employees (Ranges)
51 – 200
0
Pitchbook URL
Total Funding Amount (USD)
3,000,000
83,000,000
Twitter URL
Official Website
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