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English (CA)
Platform
Platform
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
The AI-powered financial advice engine
We are helping firms and advisors deliver personalized, verifiable financial advice at scale
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Solutions
Solutions
By Institution Type
By Engagement Model
Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Independent Advisors
Scale personalized advice without losing your personal touch
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
Verifiable AI financial advice for independent advisors
The self-serve offering expands Conquest to firms of any size, with digital onboarding in days
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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
Advise AI is around the corner
See us in Austin, TX from Oct 20-22, 2026.
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About
About
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Leadership
Meet the people building the future of advice
Careers
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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 Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
March 15, 2024
Financial Planning
Brad Joudrie of Conquest Planning on making advice accessible
March 11, 2024
Celent
Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning
March 5, 2024
Assiniboine Community College
Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform
December 18, 2023
Wealth Solutions Report
The AI Advantage To Bridge Gaps In The Great Wealth Transfer
November 13, 2023
Conquest Planning
Conquest Solves for Advisor Behaviours That Turn Clients Off
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
Accolades we’re proud of
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