Conquest Planning
Conquest Planning provides AI-powered financial planning software to banks, wealth managers, insurers, and credit unions, built on its proprietary SAM deterministic AI engine and serving 60,000+ advisors across 1,000+ organizations in Canada, the U.S., and the U.K.
- Company typePrivate
- Founded2018
- HeadquartersWinnipeg, Canada
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Conquest Planning does
Conquest Planning is a Winnipeg, Canada-based financial technology company founded in 2018 that builds AI-powered financial planning software for large financial institutions, including tier-1 banks, wealth managers, insurers, and credit unions. Its flagship platform is built around the Strategic Advice Manager (SAM), a proprietary deterministic AI expert system that produces auditable, explainable goal-based, cash-flow-based, and estate planning outputs, with compliance guardrails for Canadian (CRM2/CRM3), U.S. (Best Interest / DOL Fiduciary), and U.K. (FCA Targeted Support) regulatory frameworks. Layered on top of SAM are an expanding set of AI modules — SAM Guide (agentic natural-language advisor experience), SAM Bytes (micro-journey strategy workflows), LLM Data Migration for unstructured documents, and an MCP server for external AI agents — delivered through a native multilingual UI (English, French, Spanish; Chinese in development) or via open two-way APIs.
The company sells into enterprise and OEM/white-label channels, serving 60,000+ financial advisors across 1,000+ financial services organizations, including six of the top ten banks in North America and approximately 70% of Canadian financial advisors reached via deployments. Revenue is generated through recurring enterprise SaaS subscriptions, OEM/white-label licensing (e.g., Manulife Wealth, CI Wealth, Raymond James, Meridian Credit Union), and one-time implementation, migration, and professional services. Pricing is quote-based and negotiated per institution based on advisor seat count, modules enabled, and deployment model, with multi-year enterprise agreements as the norm. As of early 2026 the company has raised over $100M USD in venture funding (including an $80M Series B led by Goldman Sachs Alternatives in June 2025), employs roughly 100-200 people, and is led by CEO Brad Joudrie (effective January 2026) with founder Mark Evans as Executive Chairperson.
Conquest Planning firmographics
Firmographics- Name
- Conquest Planning
- Legal name
- Conquest Planning Inc.
- Website
- https://conquestplanning.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Conquest Planning provides AI-powered financial planning software to banks, wealth managers, insurers, and credit unions, built on its proprietary SAM deterministic AI engine and serving 60,000+ advisors across 1,000+ organizations in Canada, the U.S., and the U.K.
- Ownership category
- akta.pro rank
Conquest Planning industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Digital/Robo Financial Planning (FSAEAAAK)
- akta.pro secondary industries
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Conquest Planning is headquartered
LocationHeadquarters
- HQ city
- Winnipeg
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Conquest Planning business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations, Others
Revenue model
- Enterprise SaaS subscriptions: Recurring subscription contracts with financial institutions (banks, insurers, wealth managers, credit unions) for use of the Conquest Planning platform, scaled to the size of the institution's advisor base. Multi-year enterprise agreements are typical given integration depth.
- Embedded / white-label licensing: Licensing of the planning engine and SAM technology for OEM/white-label embedding within partners' branded advisor experiences (e.g., Manulife Wealth, CI Wealth, Raymond James, Meridian Credit Union). Revenue typically takes the form of recurring license fees tied to usage or advisor seats.
- Implementation, migration, and professional services: One-time and ongoing services for onboarding enterprise clients, including data migration (supported by LLM Data Migration tooling), configuration, integration with custodians/CRMs, and training.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise contract — quote-based |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Conquest Planning product offering
Product offeringCore offering
Conquest Planning provides a financial planning software platform built on a proprietary deterministic AI expert system (Strategic Advice Manager / SAM). The platform supports goal-based, cash-flow-based, and estate financial planning for financial advisors and their clients across banks, wealth managers, insurers, and credit unions. It is offered via direct deployment, white-label/embedded integration, and an open two-way API, with multilingual support (English, French, Spanish, and Chinese in development).
Product overview
Conquest Planning offers a single integrated platform-plus-modules architecture centered on its proprietary AI expert system, the Strategic Advice Manager (SAM). The Conquest Platform is the core financial planning product — a deterministic, auditable planning engine that supports digital, collaborative (hybrid), and traditional advisor-led delivery models and serves over 2 million plans across Canada, the U.S., and the U.K. SAM is the underlying calculation engine and AI expert system that powers every recommendation and is itself a distinct product line with its own roadmap. Building on top of the platform and SAM, Conquest has released an expanding suite of AI modules and features including SAM Guide (agentic natural-language advisor experience), SAM Bytes (micro-journey strategy workflows), LLM Data Migration (unstructured document ingestion), an MCP Server (headless AI agent access), SAM Insights, SAM Strategies, SAM Score, and end-user features such as Auto Plan with SAM, Plan Alternatives, Volatility Analysis, Debt Consolidation, and External Accounts. The platform is multilingual (English, French, Spanish with Chinese planned) and is delivered through either a native UI, embedded into partner tech stacks (e.g., Advisor360°, Zocks), or accessed via the open two-way API.
Differentiator
Problem solved
Functional benefit
Products and services
- Conquest Platform Conquest's flagship financial planning platform that enables advice delivery across the full wealth continuum — from mass market to UHNW, supporting self-directed, hybrid, and full-service delivery models. Built on a deterministic AI engine (SAM) that makes every recommendation auditable, consistent, and verifiable, with firm-wide analytics, an open two-way API, and multilingual UI (English, French, Spanish, with Chinese coming). Trusted by 6 of the top 10 banks in North America.
- Strategic Advice Manager (SAM) Conquest's proprietary AI expert system and deterministic calculation engine. A rules-based, auditable engine built on codified financial planning best practices for Canada, the U.S., and the U.K. SAM analyzes each client's complete financial picture and surfaces ranked, actionable strategies; supports CRM2/CRM3 (Canada), Best Interest/DOL Fiduciary (U.S.), and FCA Targeted Support (UK) regulatory frameworks. Powers all of Conquest's downstream products and features.
- Conquest MCP Server Model Context Protocol server that exposes Conquest's planning engine to external AI agents via configurable APIs. Designed to eliminate LLM hallucinations by retrieving financial planning data directly from the source.
Quantifiable outcome
- 2M+ financial plans created on the platform
- +4 more outcomes
Companies that use Conquest Planning
Customer profileNamed customers25 records
Segments6 records
Ideal customer profiles6 records
Conquest Planning technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability13 records
Feature8 records
Conquest Planning partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered strategic, core and flagship.
- Advisor360°strategicEmbedded integration between Conquest Planning and the Advisor360° wealth management platform, enabling joint clients to access Conquest-powered planning workflows within Advisor360°'s broader advisor ecosystem. Integration announced April 2026.
- ZockscoreAI integration partnership bringing Zocks' meeting- and conversation-AI capabilities together with Conquest Planning's planning engine to streamline advisor workflows from client meeting to financial plan. Announced June 2026.
- PlannrCRMcoreCRM integration partnership with PlannrCRM, enabling bi-directional data flow between CRM workflows and Conquest's planning outputs for shared advisor clients. Announced November 2024.
- Manulife WealthflagshipWhite-label / embedded deployment of Conquest Planning under the Manulife Wealth brand, powering financial planning for Manulife's advisor channel. Announced September 2024.
- Raymond James (Canada)flagshipEnterprise deployment and embedded planning experience for Raymond James Canada advisors. Announced September 2024.
- CI WealthflagshipEmbedded / white-label deployment of Conquest Planning for CI Wealth's advisor network. Announced March 2025.
- Meridian Credit UnioncoreDeployment of Conquest Planning for Meridian Credit Union's advisory and member services teams. Announced October 2025.
- FÉRIQUEcorePlanning platform deployment for FÉRIQUE's Quebec-based advisor and member network, leveraging Conquest's French-language UI. Announced November 2024.
Scale indicators9 records
Recent moves9 records
Expansion highlights6 records
Conquest Planning competitors and assessment
Company assessmentDirect peers
- eMoney Advisor: Fidelity-owned financial planning software for advisors and enterprises, the most established direct competitor to Conquest in the North American bank/wealth/insurance planning market. Both serve tier-1 institutions with goal-based and cash-flow planning, white-label/embedded deployment, and integration with custodians and CRMs.
- RightCapital: Financial planning software widely used by US RIAs and broker-dealer channels. Competes head-to-head with Conquest in the embedded/enterprise segment and is often compared on cash-flow planning, advisor UX, and integration depth with CRM and portfolio management platforms.
- Riskalyze: Risk-tolerance and financial planning platform used by tens of thousands of advisors. Closely comparable to Conquest's advisor-led planning workflow with a strong footprint in US broker-dealer and RIA channels, though focused more on risk alignment than comprehensive planning.
Broad incumbents
- Envestnet (MoneyGuide): Large incumbent wealth-management platform that owns MoneyGuide, a widely deployed financial planning application. Overlaps directly with Conquest in bank, RIA, and wealth management planning, but ships as part of a broader data, analytics, and portfolio management stack rather than as a focused planning engine.
- Orion Advisor Technology: Large wealthtech platform providing portfolio accounting, CRM, and financial planning tools to RIAs and broker-dealers. Overlaps with Conquest on planning functionality, but competes principally as a full-stack wealth management platform rather than a focused planning engine.
- Addepar: Wealth management technology platform widely used by large RIAs, family offices, and private banks. Comparable to Conquest at the high end of the market on household-level reporting and planning, though Addepar's strength is portfolio analytics and reporting rather than comprehensive financial planning advice.
- BlackRock (FutureAdvisor): Global asset manager whose FutureAdvisor platform and broader Aladdin/wealth offerings compete with Conquest for the planning and digital-advice wallet inside large financial institutions. Serves the same enterprise buyer set, though typically as part of a much broader product suite.
Emerging players
- Holistiplan: AI-driven tax planning tool used by financial advisors. Comparable to Conquest in targeting the same advisor base with an AI-first workflow, but focused on tax planning rather than comprehensive goal- and cash-flow-based financial planning.
- Vanilla: Financial planning and client engagement platform for wealth managers and RIAs. Overlaps with Conquest in advisor-led planning workflows, with a particular emphasis on modern UX and client engagement — a more emerging challenger in the same category.
Others
- Advisor360°: Unified advisor platform (CRM, onboarding, trading, model management, compliance, reporting) into which Conquest Planning is now directly embedded. Functions both as a partner/distribution channel and as an adjacent wealthtech platform that competes for the same institutional wallet.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Conquest Planning social profiles
Digital presenceConquest Planning compliance and trust
Trust signalCompliance2 records
Conquest Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Conquest Planning leadership team
Management profileNumber of profiles
Profiles12 records
Conquest Planning funding detail
Funding detailFunding overview
Funding rounds5 records
Investors13 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Conquest Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Conquest Planning
What does Conquest Planning do?
Conquest Planning provides a financial planning software platform built on a proprietary deterministic AI expert system (Strategic Advice Manager / SAM). The platform supports goal-based, cash-flow-based, and estate financial planning for financial advisors and their clients across banks, wealth managers, insurers, and credit unions. It is offered via direct deployment, white-label/embedded integration, and an open two-way API, with multilingual support (English, French, Spanish, and Chinese in development).
Is Conquest Planning a public or private company?
Conquest Planning is a private company. It is classified as venture growth investor backed and is currently operating.
When was Conquest Planning founded?
Conquest Planning was founded in 2018. It employs 101 to 250 people.
Where is Conquest Planning based?
Conquest Planning is headquartered in Winnipeg, Canada, in the North America region.
How does Conquest Planning make money?
Three revenue lines are on record. Enterprise SaaS subscriptions are the primary driver. The others are embedded / white-label licensing and implementation, migration, and professional services.
Who are Conquest Planning's main competitors?
Direct peers on record are eMoney Advisor, RightCapital and Riskalyze. Broad incumbents are Envestnet (MoneyGuide), Orion Advisor Technology, Addepar and BlackRock (FutureAdvisor). Emerging players are Holistiplan and Vanilla. Advisor360° is listed as an others.
Does Conquest Planning have an API?
Yes. Conquest offers an open two-way API that was built to integrate with customer tech stacks and allow for flexible user experiences. The platform can be used natively through the Conquest interface or connected via the calculation engine to a customer's system so that the UX/UI meets their requirements. The platform also exposes its planning engine via a Model Context Protocol (MCP) server, enabling external AI agents — whether built by Conquest customers or third parties — to interact directly with the Conquest platform via configurable APIs. No documentation URL, SDK language, or auth method is specified in the source material.
What industry is Conquest Planning in?
Conquest Planning's product category is Financial Planning Software. Its primary akta.pro industry code is FSAEAAAK, Digital/Robo Financial Planning, with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 541512 and its SIC code is 7372.