We're building the future of advice.

Because advisors — and the clients they serve — deserve better. That belief is in every product we build and every relationship we keep.

Join the team

Over 2,000,000 plans created for families around the world

Conquest is on a mission to make financial advice accessible to all.

40+

YEARS OF COMBINED EXPERIENCE

2M+

PLANS CREATED

??

SOMETHING

Conquest is helping reshape how financial advice is delivered, making it easier for institutions and advisors to provide high-quality, personalised guidance efficiently, without sacrificing trust or consistency.
Brad Joudrie · Chief Executive Officer

Trust

Demonstrating confidence in one another's abilities.

Respect

Embracing awareness and admiration of diverse ideals.

Innovation

Embracing change on our journey to deliver valuable financial outcomes.

Integrity

Making decisions guided by our ethics.

Collaboration

Listening, supporting, and inspiring each other as we grow.

See Conquest in action

Book a personalized demo and discover why leading wealth management firms choose Conquest to power their planning.

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