Language
English (US)
French (CA)
English (UK)
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
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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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.
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About
About
Awards & Press
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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
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CA-EN
CA-FR
UK
US
Awards & Press
Latest News
Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
March 25, 2026
Financial Advisor
Four Common Misconceptions Financial Advisors Have About AI
March 5, 2026
Business Wire
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
February 12, 2026
Investment News
Human advisors still essential amid AI revolution, say fintechs
December 10, 2025
Professional Adviser
Advice for all: Why targeted support is a once-in-a-generation opportunity
December 2, 2025
Wealth Professional
New Conquest CEO looks to the firm's future
Previous
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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
For media inquiries
Please contact our media team
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