Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.
Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7 RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal