The world deserves better financial advice. Let’s give it to them.

Trusted, personalized financial guidance shouldn't be a privilege. We're here to help put it in more people's hands — so they can build real security for themselves and their families.

Over 2,500,000 plans

Created for families around the world.

OUR NORTH STAR

Personalized financial guidance, available to all

That's the whole point. We get more people trusted guidance tailored to their goals, so they can build a financial future for themselves and their families — powered by an engine where every personalized recommendation is verifiable and auditable.

Our values

One shared language.

Our values guide how we decide and give us a shared language to work towards our mission together.

Mission first

Believing every person needs trusted financial guidance isn't enough. We live it and fight for it in everything we do.​

Innovate with intent

Progress dies with "good enough." Where others see the ceiling, we see the floor.​

Drive to deliver

We take ownership to see things through. Ambiguity isn't an excuse. It's a reality and we don't let that stop us from moving.​

Candor over comfort 

The truth moves us forward faster than comfort ever will. We listen and say what needs to be said, even when it's difficult.   
“We’re relentlessly focused on making financial advice more accessible. That feeds our culture, the way we work with customers, and how we carry our vision forward."
Kristen Winther, Chief Operating Officer, Conquest
FINANCIAL ENGINE MCP

Conquest in the community

We show up where we live and work. Conquest in the Community backs the volunteering our people already do — on company time and their own — from food drives and food banks to coaching, tutoring, and serving on local boards. Every quarter, we recognize the people doing it.

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educators

Shaping the next generation of advisors

Good advice needs good advisors. Our university partnership program gives students free access to the same software professionals use, so they graduate already knowing how to build personalized guidance — a commitment we've held since Conquest was founded in 2018 with Dr. Mark Evans, former Conquest CEO and University of Manitoba professor.

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Come build what's next

Conquer your next career goal with us.