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Conquest Planning
Conquest Planning is an innovative financial technology platform designed to modernize wealth management and financial advisory services. The platform leverages deterministic artificial intelligence and advanced analytics to automate strategic advice delivery across diverse client tiers. By providing intuitive collaborative tools and real-time planning updates, it eliminates legacy administrative bottlenecks. The solution empowers financial institutions to scale personalized advice efficiently and securely.
What it does
- Evaluates hundreds of financial strategies simultaneously using a proprietary AI expert system. - Delivers hyper-personalized financial plans catering to mass-market savers up to ultra-high-net-worth households. - Synchronizes real-time data inputs to streamline advice delivery across self-directed, hybrid, and full-service models. - Generates auditable and transparent recommendations that satisfy institutional compliance standards.
Why it works
Pricing model uses enterprise subscription tiers scaled for advisory practices and institutional deployment. Positioned as a next-generation advice engine built to replace legacy back-office calculators. Technical advantage stems from deterministic AI capabilities that make every automated recommendation fully explainable and auditable. Distribution scales efficiently through enterprise partnerships with major financial institutions and wealth networks.
Category: Business & Operations
Team Size: 100+
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As of 2026
Business & Operations
Revenue: $10M-100M ARR
AI-powered financial planning software for wealth management firms.
Overview
Conquest Planning is an innovative financial technology platform designed to modernize wealth management and financial advisory services. The platform leverages deterministic artificial intelligence and advanced analytics to automate strategic advice delivery across diverse client tiers. By providing intuitive collaborative tools and real-time planning updates, it eliminates legacy administrative bottlenecks. The solution empowers financial institutions to scale personalized advice efficiently and securely.
Funding status: Funded
Revenue source: Enterprise Subscriptions
Customer type: B2B
Pricing: Enterprise
Tech stack: React, Node.js, Python, PostgreSQL, AWS, REST APIs
Platform: Web • Cloud
Integrations: Manulife Wealth, major portfolio management software, CRM systems, custodian platforms, financial data feeds
Founder story
Conquest Planning was founded in 2018 in Winnipeg, Canada, by a team of financial technology veterans with over thirty years of collective industry experience. Recognizing the limitations of legacy financial planning calculators, the founders built an intelligent, product-led platform designed to make financial advice accessible and scalable for every household.
What it does
- - Evaluates hundreds of financial strategies simultaneously using a proprietary AI expert system
- - Delivers hyper-personalized financial plans catering to mass-market savers up to ultra-high-net-worth households
- - Synchronizes real-time data inputs to streamline advice delivery across self-directed, hybrid, and full-service models
- - Generates auditable and transparent recommendations that satisfy institutional compliance standards.
Who it's for
- Wealth Management Firms
- Financial Advisors
- Enterprise Financial Institutions
- Compliance Officers
Why it works
- Pricing model uses enterprise subscription tiers scaled for advisory practices and institutional deployment
- Positioned as a next-generation advice engine built to replace legacy back-office calculators
- Technical advantage stems from deterministic AI capabilities that make every automated recommendation fully explainable and auditable
- Distribution scales efficiently through enterprise partnerships with major financial institutions and wealth networks.
Growth strategies
- Accelerating market expansion across the United States and international wealth management sectors
- Enhancing AI- driven recommendation logic and automated strategic advice manager tools
- Deepening integration capabilities with core banking, portfolio management, and CRM systems
- Targeted enterprise co- selling and strategic distribution partnerships with global financial institutions
Alternatives
Comparison overview
- Conquest Planning provides an AI-driven, explainable advisory engine designed to automate multi-tier client strategies from self-directed to UHNW, whereas traditional tools rely on static data-entry calculators
- Financial institutions choose Conquest Planning for auditable compliance tracking, though legacy systems often feature simpler out-of-the-box reporting templates.