Conquest vs Wealthbox
Conquest
conquestplanning.comWealthbox
wealthbox.comSide by side
| Figure | Conquest | Wealthbox |
|---|---|---|
| Price from | Free | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 5 |
| Spec score · Financial Advisor Software | 8.7 (#3) | 8.5 (#6) |
| Founded | LinkedIn states that Conquest was founded in 2018. | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Winnipeg, Manitoba, Canada | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The independent-advisor launch lists Charles Schwab, TradePMR, held-away account aggregation, Zocks and Jump as live connections, with Wealthbox and portfolio reporting planned. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | The FAQ lists ISO/IEC 27001:2022, ISO/IEC 27017:2015, ISO 27018:2019, ISO 42001:2023, SOC 2, WCAG, and CSA STAR Level 1, and says data is encrypted in transit and at rest. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Enterprise pricing includes guided implementation, onboarding, data migration, team training, and a named success team with a 24/7 enterprise SLA. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Conquest provides financial-planning and advice-delivery software for advisors, broker-dealers, banks, credit unions and other wealth firms. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Conquest
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Conquest
Conquest is a financial planning platform built around its Strategic Advice Manager (SAM), an engine that evaluates and ranks strategies, models life events, and responds to client questions. SAM combines a calculation engine with a proprietary AI expert system to produce deterministic, repeatable, auditable results. One engine supports self-directed, hybrid, and advisor-led planning across retirement, investment, insurance, tax, business succession, estate, corporate, and family trust needs. The platform includes a client portal, cash-flow modeling, goal planning, scenario analysis, and tax, insurance, and investment planning. An open two-way API can connect SAM to existing technology or custom advisor and client experiences. Its MCP Server connects plan data to assistants such as Claude, ChatGPT, and Microsoft Copilot, with firm-controlled access and authenticated connections. The independent-advisor offering lists Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump as live at launch; Wealthbox and portfolio reporting are described as forthcoming. Conquest was founded in 2018 and is headquartered in Winnipeg, Manitoba, Canada. The company says it serves more than 1,000 firms across Canada, the US, and the UK and has powered more than 2.5 million financial plans.