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Conquest Planning Stock and Valuation

Software
Year Founded
2018
Headquarters
Winnipeg, Canada
Employees
122

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Conquest Planning Company Overview

Conquest Planning offers advanced financial planning software that leverages artificial intelligence and real-time collaboration to simplify and enhance the financial advice delivery process. The platform supports both goals-based and cash flow planning, providing transparent visuals of goal achievement. Conquest Planning's technology seamlessly integrates with existing tech stacks, offering innovative tools for advisors and clients to engage more effectively. The software is designed to accommodate complex client scenarios effortlessly, making financial planning more accessible and efficient for all involved

Conquest Planning Stock Price

The stock price of Conquest Planning can be calculated by taking the valuation of the company divided by the number of shares outstanding. Because a private company can issue new shares at any time, we do not know the current number of shares outstanding.

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One of our investor relations team members will contact you to discuss Conquest Planning stock availability. Note: inquiries are non-binding and shares may only be purchased by accredited investors that meet all eligibility criteria.

UpMarket has offered many similar companies as Pre-IPO investments, including Airbnb, SpaceX, ByteDance, Plaid, Kraken, Databricks, and others. UpMarket also often has funds available that invest in a portfolio of companies potentially including, Conquest Planning as well.

Conquest Planning Management

Name Position
Mark Evans CEO
Paul Thiessen CTO

Conquest Planning Company News

Conquest Planning Investors

BNY Mellon

Eight Roads

Portage

Fidelity International Strategic Ventures

Royal Bank of Canada

Conquest Planning Related Companies

About UpMarket

UpMarket's mission is to unlock the private markets for individual investors.

We provide access to a range of asset classes and investment strategies that span private equity, hedge funds, crypto, real estate, and other alternative assets.

The problem

Historically, accessing private market investments had these challenges:
  • A large barrier to entry due to high investment minimums
  • Time-intensive because sourcing deals is a lot of work even if you’ve got a great network, and
  • Costly because of investment-related diligence costs, paperwork, and legal fees

The solution

UpMarket works to address these barriers for individual investors by:
  • Offering lower investment minimums
  • Sourcing and conducting diligence on opportunities for investors, empowering them to pick and choose from pre-screened opportunities
  • Making the investment process entirely digital, straightforward, and easy to manage from a single portal
Individuals like you have invested over $150 Million with UpMarket.

UpMarket Investment Curation Process

Upmarket curates and conducts diligence on every investment opportunity we offer.

We review every offering’s strategy, risk management, liquidity management, fees and expenses, valuation methodology, tax matters, as well as the fund’s third-party providers including legal counsel, auditor, administrator, and custodian.

We aim to offer our clients investments from disciplined managers that pursue unique strategies across an array of asset classes.

Our goal is to empower you to build a portfolio that best meets your individual Investment objectives.

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