Recognition highlights the platform’s trusted, AI-powered approach to expanding access to personalized financial advice
WINNIPEG, Manitoba – July 23, 2026 – Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, today announced that it has been named one of CNBC’s World’s Top Fintech Companies of 2026. The fourth annual list recognizes 500 global fintech companies across eight market segments driving innovation and transformation in financial services.
The recognition underscores Conquest's leadership in wealth technology, including its commitment to redefining how financial advice is delivered through trusted, AI-powered solutions that equip advisors and financial institutions to provide personalized guidance at scale. Built on its proprietary deterministic planning engine, Conquest delivers auditable, verifiable advice that financial institutions can trust while preserving the human relationships at the center of financial planning. Today, more than 2 million financial plans have been created on the platform across Canada, the United States and the United Kingdom, with Conquest trusted by over 70% of the Canadian financial market and six of the top 10 largest financial institutions in North America.
“From our inception, we’ve been committed to expanding access to high-quality financial advice without compromising the trust that's essential to every recommendation,” said Brad Joudrie, CEO of Conquest. “We built a proprietary calculation engine and AI expert system that helps advisors and financial institutions deliver more personalized guidance at scale while maintaining the necessary transparency and oversight. We're honored that CNBC has recognized this approach, which reflects the dedication of our team as we continue to shape the future of advice delivery.”
Conquest serves diverse clients across the wealth continuum, from mass-market clients to ultra-high-net-worth individuals, through partnerships with financial advisors, banks, insurance firms and pension providers. Its proprietary Strategic Advice Manager® (SAM) uses an AI expert system and intelligent capabilities to produce consistent, auditable recommendations that stand up to compliance and regulatory scrutiny because they’re grounded in a deterministic calculation engine. Rather than replacing advisors, SAM equips them to deliver more personalized guidance, strengthen client relationships and serve more households with confidence.
Beyond automating workflows, SAM helps advisors uncover planning opportunities through holistic financial health checks, natural language interactions, real-time contextual insights and advanced planning strategies. By combining verifiable AI with advisor expertise, Conquest powers firms to deliver sophisticated financial guidance more efficiently while expanding access to high-quality advice across a broader range of clients.
Today, more than 60,000 advisors across 1,000+ financial institutions rely on Conquest to improve efficiency and drive growth. Firms using Conquest have achieved measurable business outcomes, including increasing onboarding rates with more than $1 million in investable assets from 12% to 26%.
CNBC's World's Top Fintech Companies 2026 recognizes organizations shaping the future of financial services through innovation, technology and scalable digital solutions. Developed in partnership with Statista, the ranking evaluates companies using a methodology that combines publicly available information with company-submitted data across general and segment-specific performance indicators. The full methodology can be found here.
About Conquest Planning
Conquest Planning is a leading financial planning software company that enables advice delivery across the full spectrum, from digital to hybrid to traditional advisor-led engagements. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent, AI-enhanced features to help advisors build better plans, serve more clients and grow their practice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, Fidelity International Strategic Ventures, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn, X and YouTube.
Contacts
Media Contacts:
StreetCred PR
conquest@streetcredpr.com
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