Intentional innovation
Our engine is deterministic and verifiable. Every recommendation is repeatable, explainable, and auditable — no black boxes, no guessing, no recommendations you can't defend.
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We built a financial advice engine that moves at the speed of conversation and runs verifiable calculations faster than any human could. Advisors have always been capped by time, but Strategic Advice Manager® removes that ceiling so you can deliver expert guidance in a fraction of the time. And reasoning you can repeat and verify.
Deliver better advice, faster, to more clients, and defend every plan.
Planning used to depend on advisors doing the math, then asking clients to take the answer on faith. We built a financial advice engine, SAM, to simultaneously run hundreds of calculations and strategy recommendations in seconds, so advisors can spend more time doing what they do best: giving advice. Every SAM recommendation explores more possibilities, optimized for that client and traced back to inputs and reasons why. That's what makes advice verifiable. And that’s why you can scale guidance without sacrificing quality.
Our engine is deterministic and verifiable. Every recommendation is repeatable, explainable, and auditable — no black boxes, no guessing, no recommendations you can't defend.
Some of the largest financial institutions and wealth firms shape our roadmap. When advisors tell us what's broken, we go fix it.
We were founded by experts with decades of expertise in financial guidance, and a passion to improve planning. The people who carry out that vision are driven to ensure the world gets access to quality advice across all wealth segments.
Our founding team didn’t start from scratch. Our founding CEO Dr. Mark Evans spent decades building the technology advisors relied on — including NaviPlan, which he built and sold in 2011. He knew exactly where legacy planning software fell short: manual, rigid, and unable to keep pace with real financial lives.
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Investors at leading financial institutions recognized the potential to change the face of planning and get quality advice in the hands of more clients. We raised an $80M USD Series B round to accelerate our AI-first roadmap and product innovation.
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“We didn't set out to make financial planning faster. We set out to make it repeatable and verifiable, so institutions could scale advice delivery across every segment, every life stage, and every channel.”
We're a Canadian-born company and market leader making serious moves in the U.S. and beyond, and our success comes from our people. We're building a collaborative, mission-drive culture where we lean on each other's experience and solve hard problems
See open rolesResearch, perspectives, answers to your questions, and the ideas reshaping advice — from the team building what comes next.
Explore resourcesExplainable. Repeatable. Auditable. See how Strategic Advice Manager® (SAM) gets the numbers right, every time.
Meet SAMFinancial guidance that evolves with every client, powered by a deterministic engine built for speed, simplicity, security, and scale.
Explore ConquestDeliver advice with confidence and empathy to inspire better client outcomes.
Learn about the behavioral coachWe are driven to ensure the world gets access to quality advice across all wealth segments.
Learn about ConquestLorem ipsum dolor sit amet, consectetur adipiscing elit.
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Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
