Alternatives to CONQUEST

Leading financial planning software empowering advisors to build stronger client relationships and drive growth.

AI-forward custodian and wealth platform for independent financial advisors.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

BondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.

Nadia is an AI-powered platform for personalized financial planning and wealth management.

Accessible Professional-Grade AI for Benefits Consultants

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Financial technology company providing wealth management solutions and data aggregation.

Payment operations software to automate money movement, tracking, and reconciliation for businesses.

Business banking.

ONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.

Meeting intelligence and analytics platform.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

AI-powered platform for financial risk management and treasury operations.

A global technology and data platform empowering investment professionals with insights and tools.

A financial advice startup.

Digital brokerage and wealth management solutions provider for financial institutions.

Next-generation operating system for wealth management.

MarketAxess offers a platform for fixed income trading and AI-driven insights.

FX hedging and treasury management platform for fund managers and corporates automating currency risk.