Conquest

Conquest makes financial planning software built around Strategic Advice Manager (SAM), a calculation engine and AI expert system that banks, broker-dealers, wealth firms and RIAs use to produce client plans. The company says SAM has powered more than 2.5 million plans for over 1,000 firms in Canada, the U.S. and the U.K., including six of the ten largest banks in North America.

SAM evaluates hundreds of planning strategies for a household at once, ranks them, models life events and answers client questions, and each recommendation traces back to its inputs and logic for compliance review. One engine serves advisor-led, hybrid and self-directed (digital) advice, from mass-market savers to ultra-high-net-worth households, without moving data between tools. Because the engine is headless, firms can reach it inside their own applications and through an MCP connection from AI assistants such as Claude and ChatGPT. An integration with Lydia, a behavioral coaching agent from Shaping Wealth, gives advisors prompts during client conversations.

Conquest was founded in 2018 and is based in Winnipeg, Manitoba. In September 2026 it shortened its name from Conquest Planning to Conquest. Enterprise pricing is quoted on a per-plan basis rather than per seat, and the company has announced a 14-day free trial for independent advisors and RIAs, and is taking sign-ups for it through a waitlist. It reports ISO/IEC 42001 certification for AI governance.