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Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
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EQ meets IQ with BeFi coaching agent, Lydia
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The AI-powered financial advice engine
We are helping firms and advisors deliver personalized, verifiable financial advice at scale
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Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
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Awards & Press
Latest News
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
December 22, 2022
Professional Adviser
Pricing, private equity and tech — where next for platforms in 2023?
December 1, 2022
Professional Paraplanner
FTRC assesses new financial planning system Conquest
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
May 26, 2022
Money Marketing
Fidelity launches ‘game changing’ advice software
September 19, 2022
Wealth Professional
Why the euphoria for fintech investment has fizzled out
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
Accolades we’re proud of
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