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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Conquest Planning


Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial advice.