Conquest
6.9#7 in financial advisor softwareFree planFree planWebAPI
VisitConquest vs Wealthbox
What both publish
| Fact | Conquest | Wealthbox |
|---|---|---|
| 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. |
Conquest plans
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Conquest if…
Conquest suits certified US-based independent advisors and boutique firms, particularly those with teams of 10 or fewer. Larger firms are directed to request a tailored demo.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.