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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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Banks & Credit Unions
Transform everyday banking into trusted relationships
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Deliver consistent & compliant advice across your entire network
Advisor-Led
Personalized advice that grows with each client and scales with your firm
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Guide at scale through a fully digital experience
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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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Your common questions, answered
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Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
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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 Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
December 2, 2025
Wealth Professional
New Conquest CEO looks to the firm's future
October 23, 2025
The Globe and Mail
Meet the Technology Fast 50
September 26, 2025
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2025
July 15, 2025
One Eleven Management Group
Matthew Anderson Announces Multi-Year Partnership with Conquest Planning
September 27, 2024
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2024
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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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