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.