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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
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Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
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
Any client, any model, one engine
See what one platform looks like built around your firm
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Resources
Customer Stories
See what others have achieved
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Your common questions, answered
Events & Webinars
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Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
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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 Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
May 19, 2026
Wealth Professional
Anthropic promises to disrupt financial services, Conquest CEO adds context
April 28, 2026
Business Wire
Conquest Planning Accelerates U.S. Growth Strategy with Three Senior Go-to-Market Executive Hires
April 22, 2026
Business Wire
Advisor360° Introduces Financial Planning to Enhance the Advisor Experience
April 9, 2026
Business Wire
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
March 25, 2026
Financial Advisor
Four Common Misconceptions Financial Advisors Have About AI
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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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Please contact our media team
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