Conquest Rebrands and Expands Beyond Financial Planning
Fintech company Conquest, formerly known as Conquest Planning, has rebranded with a new visual identity and shortened its name to reflect an expanded focus beyond financial planning. The firm's Strategic Advice Manager (SAM) now includes agentic capabilities that allow it to evaluate and rank strategies using AI-driven insights across various wealth segments. The company emphasizes dynamic advice tailored to changing client needs, supported by deterministic algorithms and audit trails for transparency. Conquest will showcase its new brand at the Future Proof Festival in April 2026 after announcing a collaboration with Advisor360° earlier that month. The firm has raised $80 million in Series B funding as of June 2025, bringing total capital to over $100 million. Founded by Mark Evans and based in Canada, Conquest expanded into the U.S. market in mid-2022 after launching there in 2020.
Topics: AI in Finance Brand Strategy Financial Planning Fintech