Conquest Planning

Conquest is a leading financial planning software company that enables advice delivery across the full spectrum, from digital to hybrid to traditional advisor-led engagements. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent, AI-enhanced features to help advisors build better plans, serve more clients and grow their practice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, Fidelity International Strategic Ventures, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY Mellon, Portage and Royal Bank of Canada.