Conquest Planning Inc. Information

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 advice at scale. 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. Today, the company supports more than 75% of financial advisors across Canada, and has powered more than 25M plans. Its strategic investors include Goldman Sachs Alternatives, Fidelity International Strategic Ventures, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, visit www.conquestplanning.com.