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Platform

Platform Overview
Build a plan in minutes, not hours, with the verifiable financial advice engine.
Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
Behavioral Finance Agent
EQ meets IQ with BeFi coaching agent, Lydia
MCP
Experience the power of SAM wherever you work
AI responses you can verify
Conquest enables advisors to access its verifiable AI financial advice engine directly in Claude
See How →
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Solutions

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Banks
Answer client questions and model life events across all segments
Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Solutions Overview
Answer client questions and model life events across all segments
Advisor-Led
Personalized advice that grows with each client and scales with your firm
Self-Directed & Digital
Guide at scale through a fully digital experience
Hybrid
Turn self-directed clients into advised relationships
Any client, any model, one engine
See what one platform looks like built around your firm
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Resources

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FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Global WealthTech Summit
The summit is around the corner. See us there 4 Nov.
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About

About

About Us
The world deserves better financial advice. Let's give it to them.
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Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
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Awards & Press

Latest News

Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors

March 25, 2026

Financial Advisor

Four Common Misconceptions Financial Advisors Have About AI

February 12, 2026

Investment News

Human advisors still essential amid AI revolution, say fintechs

October 23, 2025

CB Insights

Fintech 100: The most promising fintech startups of 2025

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

June 23, 2025

Wealth Professional

Goldman, Citi, and other US giants back Canadian fintech in funding round

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

Accolades we’re proud of

For media inquiries

Please contact our media team
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Platform
Strategic Advice Manager® (SAM)
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