Pricing · 2026
Conquest pricing
4 plans on the record · a free trial
Every plan
Independent advisor early-access trial
Free
Free for 14 days; waitlist and alpha access
US-based certified independent advisors · typically teams of 10 or fewer · launch pending
Read 15 Oct 2026 · production.conquestplanning.com
Independent advisors & RIAs
Free
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 deployment
Priced on request
Custom quote scoped to firm usage
Plans 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 firms
Priced 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