Pricing
Conquest pricing
As conquestplanning.com lists them, read 4 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Independent advisors & RIAs | Waitlist is free; 14-day trial is upcoming; US-based independent advisors and boutique firms, typically teams of 10 or fewer | Free |
| Independent advisor early-access trial | Free for 14 days; waitlist and alpha access · US-based certified independent advisors · typically teams of 10 or fewer · launch pending | Free |
| Enterprise wealth firms | Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors | On request |
| Enterprise wealth-firm deployment | Custom quote scoped to firm usage · Plans priced by firm requirements rather than seats · customization · guided implementation · dedicated support · SSO and advanced controls | On request |