Conquest Planning

The firm's core offering is an AI-powered platform designed to serve a diverse client base that includes financial advisors, banks, brokerages, insurance firms, and pension providers. Conquest aims to make personalized financial advice accessible across the entire wealth spectrum, from individuals with debt management needs to high-net-worth families requiring complex estate planning. The business model is primarily B2B, selling its software to financial institutions which then use it to serve their end clients. Revenue is generated based on plan packages rather than assets under administration, with pricing typically depending on the number and complexity of financial plans.

The platform's central feature is the Strategic Advice Manager (SAM), an artificial intelligence engine that analyzes a client's financial situation and suggests optimal strategies to meet their goals. This system moves beyond traditional, static financial planning by allowing advisors and clients to collaboratively model thousands of scenarios in real-time, visualizing the impact of different decisions like saving more or retiring later. The platform is built on an open API, allowing for seamless integration with a firm's existing technology stack, such as CRMs like Salesforce. It supports a holistic analysis covering retirement, estate planning, insurance, and more, with capabilities for localized tax methodologies. A client portal enables digital co-planning, where clients can view their plans and interact with their advisors. For self-directed investors, Conquest offers SAM Bytes, a tool for guided planning on specific financial decisions.

Since its commercial launch in 2020, Conquest has expanded its operations from Canada to the United Kingdom and the United States. The company has secured significant funding to fuel this growth, including a $3 million seed round in 2020, a $24 million Series A in 2023, and an $80 million Series B round in June 2025 led by Goldman Sachs Alternatives. This has brought its total funding to over $100 million. Major clients include IG Wealth Management, Canada Life, Fidelity International, and BNY Mellon.