Language
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
Read Press →
Solutions

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
Read Press →
Pricing
Resources

Resources

Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Advise AI is around the corner
See us in Austin, TX from Oct 20-22, 2026.
request meeting →
About

About

Awards & Press
Learn the latest
Leadership
Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
Learn More →
Get Started

Meet us at

Future Proof Festival

Sep 14
Huntington Beach, CA

Our team is back at the world’s largest wealth festival. Come break the ice with us (literally, we have ice chisels) and get a chance to win some new Conquest-branded swag. 

Stop by booth #109 or catch us at the Qwealth Canadian Lounge. 

We’re hosting a booth-side happy hour each evening from 3-5pm, so be sure to stop by for a cold one! 

‍

OVER 2.5 MILLION HOUSEHOLDS RECEIVED FINANCIAL GUIDANCE

Proud to be recognized

Connect with us

Complete the form below to meet with us at the event.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

OVER 2 MILLION HOUSEHOLDS RECEIVED FINANCIAL GUIDANCE

Proud to be recognized

Platform
Strategic Advice Manager® (SAM)
Behavioral Finance Agent
MCP
Solutions
By institution type
Banks & Credit Unions
Broker-Dealers
Independent Advisors
by engagement Model
Advisor-Led
Hybrid
Self-Directed
Pricing
Resources
Customer Stories
Events & Webinars
FAQ
Support
About
Awards and Press
Leadership
Careers
Mission & Values
Contact Us
Request A Demo
Privacy Policy
Strategic Advice Manager® is a registered trademark of Conquest Planning Inc.
© 2026 Conquest Planning Inc. All rights reserved