Beautifully simple
financial planning software

Powerful, accurate, intelligent


Check out our YouTube channel for more information!

Our Product

The ethos of Conquest Planning is to get more people into financial plans. 
Our application empowers advisors & planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan.

Don't spend hours manually entering data. Plan with as little or as much data as required.
Simply put, with Conquest, you can build a financial plan faster.


There's a universe of financial strategies, and every client situation is unique.
Conquest leverages A.I. to find the right combination for your client.

Built on an OPEN API

The Conquest API is a truly open, two-way API.
We don't just pull pre-calculated values, we allow firms to build what they need.


Your planning software should work for you, not the other way around.
With Conquest, your ability to model multiple strategy combinations, comparing and selecting the best path can be done faster and with more accuracy than ever before.


Same Data. Same Plan.
Work with your clients when they need you, anywhere you are.

Our Story

Conquest Planning is a FinTech company developing an innovative, industry leading solution with a talented group of experts in their fields. Led by Dr. Mark Evans, collectively we have hundreds of years of experience building, deploying and supporting financial planning software.

As we continue to grow, our goal is to create a company that encourages diversity, mutual respect, and shared enthusiasm for the road ahead.

Our Executive Team

Conquest Planning is made up of a cross-disciplinary team of financial experts, developers and designers who have years of experience and a passion for financial technology development.

Mark Evans
President & CEO
Paul Thiessen
Chief Technical Officer
Brad Joudrie
Chief Revenue Officer
Ken Lotocki
Chief Product Officer

We’re growing fast! If you have a passion for creating disruptive technologies and want to be a part of what we’re building at Conquest Planning—send us a message!

You may be exactly what we’re looking for.

Conquest Planning is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact

Looking for more information?

Send us an email and we will be in touch.