# CONQUEST

**Source:** https://www.startuphub.ai/startups/conquest
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** conquest
- **Website:** https://www.conquestplanning.com/
- **Location:** Winnipeg, Canada
- **Founded:** 2018-01-01
- **Operating status:** Active
- **Total funding:** $3M
- **Sectors / tags:** Fintech, Financial Software, AI, SaaS, Wealth Management, Financial Planning Software, API Platform
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/conquest-planning
  - Twitter: https://twitter.com/conquestplan
  - Facebook: https://www.facebook.com/conquestplanning

## Frequently asked

### 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.

### What is CONQUEST's revenue?

StartupHub estimates CONQUEST's annual revenue at $768K (range $484K to $1.4M, 27% confidence), based on comparable companies in the sector.

### What is CONQUEST's valuation?

StartupHub estimates CONQUEST's effective valuation at $12.4M (range $7.5M to $18.0M, 10% confidence), based on comparable companies in the sector.

### 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.

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