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
Read Press →
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
Read Press →
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.
request meeting →
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
Learn More →
Get Started
CA-EN
CA-FR
UK
US
Awards & Press
Latest News
Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
July 23, 2025
Business Wire
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
June 26, 2025
RIA Channel
Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale
July 21, 2025
RIA Channel
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice
July 15, 2025
One Eleven Management Group
Matthew Anderson Announces Multi-Year Partnership with Conquest Planning
July 2, 2025
Wealth Professional
What Conquest plans to do with its $110 million capital injection
Previous
Show More
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
contact media team
.png){kind=logo}
