
51 - 200 employees
🤝 B2B
💳 Fintech
💰 Series A on 2023-02
B2B • Fintech
Conquest Planning Inc. is a leading financial planning software company headquartered in Canada, with additional offices in the UK and USA. The company is committed to a purpose-driven approach to delivering financial advice, ensuring that every individual has access to great financial advice. Their intuitively designed product features a simple onboarding process and utilizes data-driven artificial intelligence to create beautifully designed, hyper-personalized financial plans. Founded in 2018 by seasoned financial technology veterans, Conquest Planning aims to accelerate the delivery of financial services through its innovative software solutions.
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roles posted in the last 30 days
Selected: 🇨🇦 Canada – Remote.
Selected: 🆕 Date Added.
🔥 7 minutes ago
Marketing Operations Manager optimizing Salesforce marketing automation and AI workflows for Conquest, a Canadian financial-planning technology company. Improving data quality, campaign execution, attribution, and revenue reporting.
🇨🇦 Canada – Remote
💰 Series A on 2023-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Marketing Operations
👻 Ghost score 15%