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Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine.
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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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Transform everyday banking into trusted relationships
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Deliver consistent & compliant advice across your entire network
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Guide at scale through a fully digital experience
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Turn self-directed clients into advised relationships
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See what one platform looks like built around your firm
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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
July 8, 2021
Wealth Professional
‘The market didn't need another trial and error application’
August 15, 2025
Wealth Management
The Transformation of Advisors from Wealth Managers to Life Planners
July 2, 2025
Wealth Professional
What Conquest plans to do with its $110 million capital injection
June 23, 2025
Canapi
Why We're Investing in Conquest Planning's Series B
March 24, 2025
Wealth Management
Revolutionizing Financial Planning
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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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