Conquest Planning is a Canadian-based technology firm focused on revolutionizing the financial planning industry. Its core offering is an innovative, AI-powered platform designed to empower financial advisors to build and deliver hyper-personalized financial plans with greater efficiency and accuracy. The company's mission is to make complex financial advice more accessible and understandable for everyone. By leveraging its proprietary Strategic Advice Manager (SAM), the platform can rapidly generate and compare thousands of potential financial strategies, enabling advisors to collaborate with clients in real-time and demonstrate the impact of different life decisions on their long-term financial goals.

Founded in

Canada