Conquest Rebrands Beyond Planning, Pushing AI Advice Platform Backed by $100 Million
Updated
Updated · Wealth Management · Sep 8
Conquest Rebrands Beyond Planning, Pushing AI Advice Platform Backed by $100 Million
3 articles · Updated · Wealth Management · Sep 8
Summary
Conquest shortened its name from Conquest Planning and rolled out a new visual identity, recasting itself as a broader financial-advice platform rather than a planning-only fintech.
SAM, the company’s AI advice engine, drives that shift with agentic capabilities, strategy ranking, life-event modeling and client Q&A, while each recommendation carries a deterministic audit trail.
The platform is designed to power advisor, client and white-label experiences across wealth segments and channels, extending Conquest’s reach beyond traditional planning workflows.
The rebrand follows Conquest’s April integration with Advisor360° and builds on more than $100 million in total funding, including an $80 million Series B announced in June 2025.
Founded in Canada in 2018 by Naviplan creator Mark Evans, the company entered Canada in 2020 and the U.S. in 2022, and will showcase the new brand at Future Proof Festival.