Company

Conquest

Conquest, formerly branded Conquest Planning, develops financial-planning software for wealth firms and professional advisors. Its Strategic Advice Manager combines a calculation engine and AI expert system to analyze financial situations and rank strategies. Enterprise deployments are available; its independent-advisor self-service offer is listed on a waitlist.

Linked from conquestplanning.com · checked 2 Nov

Visit conquestplanning.com

Status: Active; Checked 2 Nov 2026
Based in: Unknown
Founded: 2018; Source ↗
Tools listed: 1

Tools from Conquest

Conquest
Financial planning software with a verifiable AI advice engine for advisors and wealth firms.
Finance · Book a demo · Checked 2 Nov 2026
Enterprise custom quote; self-serve trial forthcomingEnterprise pricing is scoped to the firm, not per seat. The 14-day trial is described as forthcoming for waitlisted independent advisors; joining the waitlist is free and does not commit the user.

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