Conquest Planning

Name: Conquest Planning
Brand: Conquest Planning

Powerful, accurate, intelligent financial planning software

Est 2018|Raised $136.7M

LinkedIn 20K|Web traffic 31K|FTEs 198|HQ Winnipeg, Manitoba, CA

MarketsFinancial Planning & Wealth Advice Software

01Competitive Landscape

Narrative analysis

Where Conquest appears to be positioned: - Institutional embedded planning: public partnership announcements indicate capabilities for embedding planning inside consumer digital experiences. - AI-related features: the product includes an engine for generating prioritized recommendations and scenario analyses, and includes interactive AI-like features in vendor materials. - API-first integration: partner messaging emphasizes prepopulation and workflow streamlining via integrations. Where competitors may have advantages: - Visibility and ecosystem maturity: several competitors have longer market presence, more documentation, and more discoverable user feedback. - Pricing clarity: some competitors publish clearer pricing for advisor-level subscriptions, which can simplify early budgeting decisions. Competitive selection dynamics: - Enterprises that require embedded digital planning with advisor workflows and analytics may evaluate Conquest for those use cases. - Firms prioritizing a robust client portal and mature planning depth may evaluate eMoney. - Firms seeking simpler onboarding and known per-advisor pricing may evaluate MoneyGuide or RightCapital depending on needs.

	Conquest Planning	eMoney Advisor	MoneyGuide
Starting Price	Quote-based (enterprise; not publicly listed on vendor site)	Public partner pages and distribution channels show a range of pricing depending on package and distribution	Public pricing examples are published for some packages; actual pricing depends on channel and package
Primary Use Cases	Embedded digital + advisor planning for institutions, supports multiple delivery modes	Deep planning functionality with client portal; often used by larger RIAs/enterprises	Goal-based planning workflows; packaged pricing available in some markets
Key Strengths	Institutional deployments and examples of embedded digital experiences; vendor describes an AI-supported planning engine	Depth of planning functionality, portal features, and long market presence	Clearer published pricing for some segments and broad market awareness
Key Weaknesses	Public materials did not document common enterprise security attestations nor public end-user review data; pricing is not publicly listed	Can be complex and pricing varies by channel	Advanced enterprise features may require higher tiers and add-on costs

01Competitive Landscape

Narrative analysis

Where Conquest appears to be positioned:

Institutional embedded planning: public partnership announcements indicate capabilities for embedding planning inside consumer digital experiences.
AI-related features: the product includes an engine for generating prioritized recommendations and scenario analyses, and includes interactive AI-like features in vendor materials.
API-first integration: partner messaging emphasizes prepopulation and workflow streamlining via integrations.

Where competitors may have advantages:

Visibility and ecosystem maturity: several competitors have longer market presence, more documentation, and more discoverable user feedback.
Pricing clarity: some competitors publish clearer pricing for advisor-level subscriptions, which can simplify early budgeting decisions.

Competitive selection dynamics:

Enterprises that require embedded digital planning with advisor workflows and analytics may evaluate Conquest for those use cases.
Firms prioritizing a robust client portal and mature planning depth may evaluate eMoney.
Firms seeking simpler onboarding and known per-advisor pricing may evaluate MoneyGuide or RightCapital depending on needs.

	Conquest Planning	eMoney Advisor	MoneyGuide
Starting Price	Quote-based (enterprise; not publicly listed on vendor site)	Public partner pages and distribution channels show a range of pricing depending on package and distribution	Public pricing examples are published for some packages; actual pricing depends on channel and package
Primary Use Cases	Embedded digital + advisor planning for institutions, supports multiple delivery modes	Deep planning functionality with client portal; often used by larger RIAs/enterprises	Goal-based planning workflows; packaged pricing available in some markets
Key Strengths	Institutional deployments and examples of embedded digital experiences; vendor describes an AI-supported planning engine	Depth of planning functionality, portal features, and long market presence	Clearer published pricing for some segments and broad market awareness
Key Weaknesses	Public materials did not document common enterprise security attestations nor public end-user review data; pricing is not publicly listed	Can be complex and pricing varies by channel	Advanced enterprise features may require higher tiers and add-on costs