Story | Conquest Planning

Conquest Planning was founded in 2018. Our story however, began decades earlier.

In the early 90’s our President and CEO, Dr. Mark Evans and members of our founding team developed one of the most comprehensive in-market financial planning software of their time. After a successful exit from that business in 2011, they continued to watch the space and noticed the technology and client experience gap widening in financial services around the globe. As people, we are expecting things faster, more efficient, and tailored to our unique needs. Yet somehow, the financial service experience remains far behind other industries.

Brainstorming their passion for improving financial wellbeing, they dreamed of creating a better financial future for all.

A future where advice can be tailored to one’s goals and deliver relevant and meaningful outputs in an engaging and intuitive way. A future where the ultra-high net worth clients will be delighted by their unique, personalized experiences, and access to advice for all would be a reality.

Determined to make this dream a reality, they started coding a brand new platform using the best technology available and Conquest was born.

Their plan was to revolutionize the entire global industry by enabling firms to deliver advice where and how their clients wanted it - in a digital, hybrid, or traditional fashion. They built a tool that provides locally accurate taxation methodologies, eliminates trial and error planning, improves the quality of client interactions, provides collaborative digital co-planning experiences, and ultimately delivers peace of mind planning that grows and adjusts with every life scenario.

By the end of 2020, after just two short years in development, Conquest successfully launched in market with our first enterprise client.

Since then, we have partnered with many national firms and have successfully supported thousands of financial professionals, and enabled hundreds of thousands of families to receive a lifetime of financial advice. We invite you to join us on our mission.

Purpose Statement

Our reason for existence is simple – we want to be the engine that enables personalized financial advice delivery how, when and where customers want it. To enable goal achievement, while navigating the twists and turns that life presents. No goal is too small or too big. Simply put: Our Purpose is to make personalized financial advice accessible to all!

Values

How we achieve this purpose is equally as important. Founded by a team with deep rooted values, we engaged our entire company in a values exercise in 2021, enabling us to champion and proudly integrate them into every aspect of what we do. Whether we are engaging you as a potential customer firm, supporting your unique configuration and integration requirements, or enabling adoption and support – our goal is to get more people globally into financial planning.

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.

Collaboration

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

Integrity

Making decisions guided by our ethics.

How advice is received is changing. The value of advice is not.