CONQUEST
Agent47Agent Readiness: 47/100. Above median. Measured by StartupHub.ai. Median 41.Trust93Data Trust: 93/100. Top 25%. Measured by StartupHub.ai. Median 61.AI-powered financial planning software for advisors, banks, and wealth management firms.
About
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.
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Key facts
- Website
- conquestplanning.com
- Headquarters
- Winnipeg, Canada
- Founded
- 2018
- Total funding
- $3M (Seed)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 1 Jan 2020 | Seed | $3M |
Tech stack
Detected on conquestplanning.com, last scanned 8 Sept 2026. Run your own scan
- Frontend
- jQuery
- Analytics
- Google Tag Manager, Plausible
- CMS / Builders
- Webflow, Salesforce
- CDN
- Cloudflare
- Hosting
- AWS
- Email provider
- Microsoft 365
- Video / media
- Vimeo
CONQUEST scores 52. Does yours?
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Frequently asked
Is CONQUEST trustworthy and reputable?
StartupHub's Data Trust & Reputation score for CONQUEST is 93 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has CONQUEST raised?
CONQUEST has raised a total of $3M in funding. The most recent round on record is Seed.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for CONQUEST
