Conquest pricing
4 plans read from conquestplanning.com
Independent advisor early-access trialFree Free for 14 days; waitlist and alpha accessUS-based certified independent advisors · typically teams of 10 or fewer · launch pending Read 15 Oct 2026 · production.conquestplanning.com
Independent advisors & RIAsFree Waitlist is free; 14-day trial is upcoming; US-based independent advisors and boutique firms, typically teams of 10 or fewer Read 4 Oct 2026 · conquestplanning.com
Enterprise wealth-firm deploymentPriced on request Custom quote scoped to firm usagePlans priced by firm requirements rather than seats · customization · guided implementation · dedicated support · SSO and advanced controls Read 15 Oct 2026 · production.conquestplanning.com
Enterprise wealth firmsPriced on request Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors Read 4 Oct 2026 · conquestplanning.com
In short
- Conquest has a free plan (Independent advisor early-access trial).
- A free trial is offered.
- 2 plans are priced on request (Enterprise wealth-firm deployment, Enterprise wealth firms).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |
| FinStak | $60/mo | No | Yes |