Platform

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 →
Solutions

Solutions

By Institution Type
By Engagement Model
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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Pricing
Resources

Resources

Customer Stories
See what others have achieved
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.
Awards & Press
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Leadership
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
Learn More →
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Awards & Press

Latest News

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

September 28, 2023

LinkedIn

LinkedIn Top Startups 2023: The 15 Canadian companies on the rise

March 24, 2023

Advisor's Edge

Fintech in focus: Conquest Planning

February 15, 2023

Wealth Professional

Five years after inception, Conquest continues with hyper-growth focus

May 27, 2022

FT Adviser

Fidelity partners with fintech to launch planning software

February 19, 2020

Investment Executive

Financial planning startup scores seed funding

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)
Behavioral Finance Agent
MCP
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By institution type
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Hybrid
Self-Directed
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Customer Stories
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