Conquest Planning

Conquest Planning is a financial planning software company based in Winnipeg, Canada, founded in 2018 by experienced professionals in financial technology.

The company specializes in an AI-powered platform that enables financial institutions, banks, and wealth management firms to provide personalized and scalable financial advice. Their flagship product, the Strategic Advice Manager (SAM), uses a deterministic AI engine to analyze client data and generate tailored financial strategies in real time. The platform supports various engagement models, including digital, hybrid, and traditional advisor-led interactions, allowing firms to efficiently serve a diverse range of clients. Conquest Planning focuses on delivering comprehensive services such as data analysis, actionable financial advice, compliance support, and advisor-client engagement tools. With a mission to democratize access to quality financial planning, the company serves over 1,000 financial institutions globally, impacting more than 1 million families.