Solutions

Sadly, up to 90% of people around the globe don’t have access to holistic financial advice. Traditionally, financial planning has been reserved for the wealthy, and traditional financial plans can take over 10 hours to prepare. Conquest is a wealthtech platform that’s a modern take on traditional financial planning software that is breaking down the barriers to all consumers to receive customized and actionable  advice.

Conquest believes everyone deserves access to sound financial advice. From mass market to ultra high net-worth, Conquest Planning scales the entire wealth continuum through digital, hybrid, or traditional advice delivery.