Conquest Planning
Canadian-founded advice engine that ranks financial strategies for advisors and their clients.
conquestplanning.comConquest Planning sells an advice engine it calls the Strategic Advice Manager, which evaluates and ranks financial strategies and models life events. It also offers a behavioral coaching agent and says its engine can be reached from outside AI tools.
The company was founded in 2018 and raised an $80 million Series B in June 2025 to expand in the United States, according to trade press. Reports differ on whether its base is Toronto or Winnipeg.
What it does
- Strategy ranking engine
- Life event modeling
- Behavioral coaching agent
- Self-directed and advisor-led modes
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Coverage
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