Meet us at the biggest events in wealth tech.

Conquest Planning is active across the industry's leading conferences and summits in 2026. Find us on the show floor, in speaking sessions, and at exclusive invite-only experiences — or request a private meeting with our team.

Trusted by leading financial institutions and wealthfirms

April
20
SPEAKER

Tiburon CEO Summit

San Francisco, CA

Connect with our CEO, Brad Joudrie, and hear Conquest’s point of view on where WealthTech is headed during the Business Building: WealthTech: Leading-EdgeSolutions panel on April 22 at 10:30am.

June
09
SPONSOR

Wealth Management EDGE

Boca Raton, FL

We’re proud to sponsor the CTO Think Tank at Wealth Management EDGE. Join us to discuss enterprise planning modernization, deep integrations, and scaling consistent advice across channels.

September
14

Future Proof Festival

Huntington Beach, CA

Our team is back at the world's largest wealth festival. Find time with us during Breakthru Meetings or stop by the Qwealth Canadian Lounge to learn what’s newat Conquest.

September
23

IAFP 24th Annual Symposium

Winnipeg, MB

We’re proud to sponsor the IAFP 24th Annual Symposium. Meet our team and learn why over 70% of Canadian advisors choose Conquest to deliver personalized advice at scale.

October
20

Advise AI

Austin, TX

Visit our booth at Advise AI to see how Conquest enables responsible, compliant AI-powered planning, helping teams deliver better advice at scale with clear oversight.

October
27

Schwab IMPACT 2026

Boston, MA

The Conquest team is heading to Boston for Schwab IMPACT 2026. Book time with us to explore how Conquest increases advisor capacity and deepens client relationships.

November
04

Global WealthTech Summit

London, UK

Say hello to the Conquest UK team and visit our booth at this must-attend event for UK wealth and asset management leaders and innovators.

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