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Conquest
Winnipeg, Manitoba, Canada
What it is
Conquest is a paid financial planning platform built around its Strategic Advice Manager, or SAM. The engine evaluates and ranks strategies, models life events, and responds to client questions while producing deterministic, repeatable, auditable results. One engine supports self-directed, hybrid, and advisor-led planning across retirement, investment, insurance, tax, business succession, estate, corporate, and family trust needs. Listed capabilities include a client portal, cash-flow modeling, goal planning, scenario analysis, tax planning, insurance planning, and investment planning. An open two-way API connects SAM with existing technology stacks or custom advisor and client experiences. The MCP Server can connect plan data to Claude, ChatGPT, and Microsoft Copilot, with firm-controlled access and authenticated connections. Conquest lists integrations including Charles Schwab, TradePMR, held-away account aggregation, Zocks, and Jump. It says it serves more than 1,000 firms and has powered over 2.5 million financial plans. Founded in 2018, the company is headquartered in Winnipeg, Manitoba.
For and against
For
- Deterministic, repeatable, auditable planning results
- Supports self-directed, hybrid, and advisor-led models
- Covers retirement through family trust planning
- Open two-way API
- Client portal and scenario analysis
Against
- No free plan
- Pricing is provided on request
- Independent-advisor waitlist is free
- Some listed integrations are still on the way
The verdict
Conquest brings broad financial planning coverage and an API-centered architecture to advisors and wealth firms. Its audience limits, waitlist status, and request-based enterprise pricing should shape evaluation.
Who it suits
The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer. Larger wealth firms can request tailored enterprise pricing and implementation.
Plans and prices
Independent advisor early-access trial
US-based certified independent advisors · typically teams of 10 or fewer · launch pending
Read 15 Oct 2026 · production.conquestplanning.com
Independent advisors & RIAs
Waitlist is free; 14-day trial is upcoming; US-based independent advisors and boutique firms, typically teams of 10 or fewer
Read 4 Oct 2026 · conquestplanning.com
Enterprise wealth-firm deployment
Plans priced by firm requirements rather than seats · customization · guided implementation · dedicated support
Read 15 Oct 2026 · production.conquestplanning.com
Enterprise wealth firms
Custom quote; pricing scoped to firm needs, not per seat; page lists unlimited plans, seats and advisors
Read 4 Oct 2026 · conquestplanning.com
On the record
- AI assistants
- The MCP Server connects plan data to assistants including Claude, ChatGPT, and Microsoft Copilot; firms control access and connections are authenticated.conquestplanning.com · read 4 Oct 2026
- API
- Conquest offers an open two-way API to connect SAM with an existing technology stack or custom-built advisor and client experiences.conquestplanning.com · read 4 Oct 2026
- API and extensibility
- Conquest markets an open API and a headless engine, and its MCP server can provide live plan data to Claude, Copilot and ChatGPT.conquestplanning.com · read 15 Oct 2026
- Audience
- The self-serve offering is for certified US-based independent advisors and boutique firms, typically teams of 10 or fewer; larger firms are directed to request a tailored demo.conquestplanning.com · read 4 Oct 2026
- Auditability
- Each recommendation has an audit trail linking it to the inputs and reasoning that produced it.conquestplanning.com · read 15 Oct 2026
- Behavioral coaching
- The Lydia behavioral-finance agent delivers coaching through SAM Guide.conquestplanning.com · read 15 Oct 2026
- Client engagement
- Discovery & Insights lets prospects enter information through a link before meeting an advisor, and clients can receive real-time updates, tasks and what-if scenarios.conquestplanning.com · read 15 Oct 2026
- Company identity
- LinkedIn lists the maker as Conquest, privately held, with 51–200 employees and headquarters in Winnipeg, Manitoba.linkedin.com · read 15 Oct 2026
- Company scale
- Conquest says it serves more than 1,000 firms across Canada, the US, and the UK and has powered more than 2.5 million financial plans.conquestplanning.com · read 4 Oct 2026
- Core engine
- Strategic Advice Manager (SAM) combines a calculation engine with a proprietary AI expert system that evaluates a client’s financial picture and ranks strategies.conquestplanning.com · read 15 Oct 2026
- Data-training policy
- SAM Guide conversations are not stored or used to train models, and the assistant does not search the public internet.conquestplanning.com · read 15 Oct 2026
- Delivery models
- The same engine supports self-directed, hybrid and advisor-led planning experiences.conquestplanning.com · read 15 Oct 2026
- Deterministic outputs
- SAM is described as deterministic rather than generative, producing repeatable results from codified planning rules.conquestplanning.com · read 15 Oct 2026
- Document intake
- Advisors can upload reports, tax returns, statements or handwritten notes to populate a client profile without rekeying information.conquestplanning.com · read 15 Oct 2026
- Engine
- SAM combines a calculation engine and proprietary AI expert system and produces deterministic, repeatable, auditable results.conquestplanning.com · read 4 Oct 2026
- Funding
- The company’s history records a $24 million CAD Series A in 2022 and an $80 million USD Series B in 2025.conquestplanning.com · read 15 Oct 2026
- Historical advisor pricing
- A partner advisor FAQ listed an unlimited package at $2,400 per year or $200 per month, or pay-per-plan pricing of $45 per plan, with annual packages non-refundable.wwm.worldsourcewealth.com · read 15 Oct 2026
- Historical enterprise pricing
- Advisor.ca reported typical enterprise pricing of $25–$50 per client plan, varying by complexity and expected plan volume.advisor.ca · read 15 Oct 2026
