Language
English (US)
French (CA)
English (UK)
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
Awards & Press
Learn the latest
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
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CA-FR
UK
US
Awards & Press
Latest News
Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
February 7, 2023
Business Wire
Conquest Planning Closes $24 Million Series A Raise
December 22, 2022
Professional Adviser
Pricing, private equity and tech — where next for platforms in 2023?
December 1, 2022
Professional Paraplanner
FTRC assesses new financial planning system Conquest
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
May 26, 2022
Money Marketing
Fidelity launches ‘game changing’ advice software
Previous
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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
For media inquiries
Please contact our media team
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