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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
Support
Chat with our sales agent and get help with specific questions
Advise AI is around the corner
See us in Austin, TX from Oct 20-22, 2026.
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About

About

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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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CONTACT US

Chat with the team behind the engine

Comparing software, scoping a rollout, or ready to see how we can help your advisors better serve clients  — tell us where you are, and we’ll get you to someone ready to help.

sales@conquestplanning.com

OUR OFFICES

Where to find us

CANADA HQ

Manitoba

330 St Mary Ave 800
Winnipeg, MB R3C 3Z5
Canada

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UNITED STATES

New York

14 Wall St., 20th Floor
New York, NY 10005
United States

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UNITED KINGDOM

London

37th Floor One Canada Square
Canary Wharf
London
United Kingdom
E14 5AA

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