Meet us at the biggest events in wealth tech.

Conquest Planning is active across the industry's leading conferences and summits in 2026. Find us on the show floor, in speaking sessions, and at exclusive invite-only experiences — or request a private meeting with our team.

Trusted by leading financial institutions and wealthfirms

June
01
SPONSOR

BNY INSITE 2026

Aurora, CO

Stop by booth 1201 to see Conquest in action and explore how our financial planning technology is embedded within the BNY Wove Platform. Connect with our team and discover how we help large enterprises, from broker-dealers to RIAs, scale advisor-led planning and deliver personalized advice across the firm.

June
09
SPONSOR

Wealth Management EDGE

Boca Raton, FL

We’re proud to sponsor the CTO Think Tank at Wealth Management EDGE. Join us to discuss enterprise planning modernization, deep integrations, and scaling consistent advice across channels.

September
23

IAFP 24th Annual Symposium

Winnipeg, MB

We’re proud to sponsor the IAFP 24th Annual Symposium. Meet our team and learn why over 70% of Canadian advisors choose Conquest to deliver personalized advice at scale.

October
20

Advise AI

Austin, TX

Visit our booth at Advise AI to see how Conquest enables responsible, compliant AI-powered planning, helping teams deliver better advice at scale with clear oversight.

October
27

Schwab IMPACT 2026

Boston, MA

The Conquest team is heading to Boston for Schwab IMPACT 2026. Book time with us to explore how Conquest increases advisor capacity and deepens client relationships.

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