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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
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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Resources
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See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
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Advise AI is around the corner
See us in Austin, TX from Oct 20-22, 2026.
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About
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Leadership
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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
September 14, 2026
Conquest Planning
Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
September 9, 2026
Conquest Planning
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
July 28, 2026
Shaping Wealth
Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence
July 23, 2026
CNBC
Conquest Planning Named Among CNBC's World's Top Fintech Companies 2026
July 20, 2026
Wealth Management
Responsible AI and Automation in Wealth Management Planning Technology
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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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