Conquest Planning Comparables
Find the most relevant public market comparables for Conquest Planning, including EV/Revenue and EV/EBITDA multiples to help you make informed investment decisions.
Company Overview
Conquest Planning develops AI-powered financial planning software that simplifies the financial planning process for advisors and makes personalized planning accessible to all consumers. The platform offers an intuitive user interface, streamlined onboarding, and data-driven AI to generate personalized financial plans.
Business Model
Software as a Service (SaaS) providing financial planning software to financial institutions, advisors, and potentially directly to consumers.
Target Customers
Financial advisors, banks, brokerages, wirehouses, insurance firms, pension providers, and potentially individual consumers.
Specific Focus
AI-powered, personalized financial planning software accessible to a wide range of clients, from mass-market to ultra-high-net-worth individuals.
Location
Winnipeg, Manitoba
CEO
Mark Evans
Industry
Fintech
Sub Sector
Financial Planning Software
3yr Revenue Growth
858%
Website
Public Market Comparables
Below are the key valuation metrics for companies similar to Conquest Planning in the Fintech sector. These metrics can help you understand how the market values companies with similar business models and growth profiles.
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Unlock the Full Conquest Planning Compset
As a leading player in the Fintech industry within the Fintech sector, Conquest Planning operates in the specialized Financial Planning Software sub-sector. Understanding how Conquest Planning compares to its public market comps is essential for accurate valuation and strategic decision-making.
Our comprehensive analysis includes detailed comparables (compsets) featuring similar companies in the Financial Planning Software space, with complete financial metrics, growth trajectories, and competitive positioning insights that go beyond the surface-level data shown above.
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Trullion
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