\u201cFinancial advice was never meant to be static,\u201d said Brad Joudrie, chief executive officer of Conquest, in a prepared statement. \u201cClients\u2019 lives change constantly, and the advice they receive should be able to keep pace.\u201d<\/p>\n
The engine can power AI-enabled advisor, client and white-label experiences, helping firms deliver financial guidance across any wealth segment, channel and surface, according to the company.<\/p>\n
Related:AI-Adopting RIAs Hire More, Boost Productivity<\/a><\/p>\n Every recommendation generated by SAM is backed by a deterministic algorithm and an audit trail that can be checked at each step.<\/p>\n The new visual identity features a mark inspired by a sonic boom, paired with a visual system, color palette and brand voice.<\/p>\n \u201cOur business, technology and ambitions have grown, and our new positioning needed a brand that could better reflect our growth and path forward,\u201d said Karen Budell, chief marketing officer of Conquest.<\/p>\n The company will showcase its new identity at Future Proof Festival.<\/p>\n In April, the all-in-one advisory platform Advisor360\u00b0 announced a collaboration and integration with Conquest<\/a> that aimed to unify workflows across planning, execution and client management.<\/p>\n Conquest, which has been powered by AI since its founding in Canada by Mark Evans (creator of Naviplan), who stepped down as CEO in December<\/a> and moved into the executive chairman of the board role.<\/p>\n In June 2025, the company announced it raised an $80 million in a Series B funding round, bringing the company\u2019s total funding to over $100 million (its $17.8 million Series A was announced in February 2023<\/a>).<\/p>\n![\"conquest-logo-2color@3x.png\"](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/09\/conquest-logo-2color@3x.png\" "\\"conquest-logo-2color@3x.png\\"\/"){kind=logo}
<\/p>\n