CONQUEST
AI-powered financial planning software for advisors, banks, and wealth management firms.
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detected 2026-06-19
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What does CONQUEST do?
Conquest Planning offers a financial planning platform powered by a deterministic AI engine called Strategic Advice Manager (SAM). This platform makes financial recommendations auditable, consistent, and verifiable, enabling financial institutions to serve more clients at higher quality across the wealth continuum. It is trusted by major banks and enterprises to augment advisors, protect audit trails, and deliver personalized advice at scale.
How much funding has CONQUEST raised?
CONQUEST has raised a total of $3M in funding. The most recent round on record is Seed.
Where is CONQUEST headquartered?
CONQUEST is headquartered in Winnipeg, Canada.
When was CONQUEST founded?
CONQUEST was founded in 2018.
What industry does CONQUEST operate in?
CONQUEST operates in Fintech, Financial Software, AI, SaaS, Wealth Management, Financial Planning Software.