Conquest Planning Inc. vs Perspective Financial Group Ltd
Conquest Planning Inc.
Powerful, accurate, intelligent financial planning software
141 employees · est. 2018 · Winnipeg, Canada
Perspective Financial Group Ltd
One of the UK's leading national financial planning and wealth management groups with 45+ offices and 625+ staff
285 employees · est. 2008 · Chorley, United Kingdom
Perspective Financial Group Ltd is the older company (2018 vs 2008); Perspective Financial Group Ltd is the larger of the two.
Side-by-Side Comparison
| Metric | Conquest Planning Inc. | Perspective Financial Group Ltd |
|---|---|---|
| Founded | ||
| Founded | 2018 | 2008 older |
| Headquarters | ||
| Headquarters | Winnipeg, Canada | Chorley, United Kingdom |
| Employees | ||
| Employees | 141 | 285 larger |
| Industry | ||
| Industry | Financial Services, Fintech | Financial Services, Legal Tech, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series A | Private Equity |
| Total Funding | ||
| Total Funding | $34.50M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 3 | 2 |
| Taxonomy | ||
| Taxonomy | Financial Planning SoftwareCanadaUKUSAProduct-led CompanyData-driven +7 | Financial PlanningRetirement PlanningInvestmentInheritance Tax PlanningHolistic Financial AdviceCorporate Planning +8 |
| Website | ||
| Website | conquestplanning.com | pfgl.co.uk |
About Conquest Planning Inc.
Conquest Planning Inc. is a leading financial planning software company that is headquartered in Canada with offices also in the UK and USA. Founded in 2018, the company has garnered attention with its powerful, accurate, and intelligent financial planning software. The team behind Conquest Planning...
About Perspective Financial Group Ltd
Perspective Financial Group Ltd is one of the UK's leading national financial planning and wealth management groups with 30+ offices and 400+ staff. Founded in 2008, the company is the parent company of over 30 client-centric financial planning offices. The firm's ethos revolves around providing hol...
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Compiled from the BounceWatch company index. We last looked at Conquest Planning Inc. on 12 Sep 2024, and Perspective Financial Group Ltd on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
