Conquest Planning Hits 2M Plans, Targets Inclusion with Spanish UI

WINNIPEG, Manitoba – April 09, 2026 – Financial technology firm Conquest Planning Inc. has announced two significant milestones that signal a major shift in how financial advice is being delivered: the creation of over 2 million financial plans on its platform and the launch of a full Spanish-language user interface. These developments underscore the company's rapid growth and a strategic push to make sophisticated financial planning more accessible, particularly within the vast and underserved Spanish-speaking market in the United States.

The dual announcement highlights a convergence of technological scalability and a mission-driven approach to financial inclusion. The platform's accelerated adoption by financial institutions and advisors is largely attributed to its powerful artificial intelligence engine, while the new multilingual capabilities aim to break down long-standing barriers to wealth management.

The AI-Powered Ascent to Millions

Reaching the 2 million plans milestone is a testament to the efficiency and scalability of Conquest's platform. This growth has been remarkably swift, with the company effectively doubling the number of plans created in roughly 18 months. This pace stands in stark contrast to traditional financial planning methods, where a single comprehensive plan could historically take an advisor over 10 hours to construct.

At the heart of this efficiency is the company's proprietary AI expert system, the Strategic Advice Manager, or SAM. Unlike some generative AI models that can produce unpredictable outputs, SAM is built on a deterministic calculation engine. This ensures that every piece of advice is auditable, repeatable, and based on codified financial planning best practices. The system analyzes a client's entire financial situation and then proposes a ranked list of actionable strategies, performing thousands of complex calculations in real-time.

“Two million plans is a milestone we’re proud of, but what it really tells us is that firms are ready to deliver planning differently—at greater scale, with greater depth, and to a broader range of clients,” said Brad Joudrie, CEO of Conquest Planning, in a recent statement. This sentiment is echoed by early adopters of the platform.

“We were there on day one — our team created the very first plan on the Conquest platform. Today our advisors have created plans for almost 80% of our clients,” said Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. “We know the impact that has had on our clients, so we’re proud to celebrate this milestone for Conquest and what it truly reflects: real families and clients who now have a financial roadmap they didn't have before.”

Bridging the Linguistic and Financial Divide

Perhaps the more forward-looking announcement is the launch of the Spanish-language user interface. This is not merely a feature addition but a strategic move to address a critical market need. According to U.S. Census Bureau data, approximately 45 million people speak Spanish at home, representing the second-largest Spanish-speaking population in the world. This demographic wields over $4.1 trillion in purchasing power yet remains disproportionately underserved by traditional financial institutions.

Research indicates that while Hispanic households have the highest adoption rate of fintech solutions at 92%, a lack of native-language offerings often forces them to rely on informal advice from family and friends. Conquest's bilingual platform allows advisors to seamlessly switch between English and Spanish, enabling them to build trust and communicate complex financial strategies in a client's preferred language.

“Launching our Spanish-language platform is a direct expression of that same conviction, and a massive opportunity to serve Spanish-speaking clients,” Joudrie added. This initiative positions the company to tap into a market that is not only large but also highly receptive to digital financial tools that respect cultural and linguistic needs. The company’s global ambitions are further underscored by its plans to release simplified and traditional Chinese interfaces later this year, expanding its accessibility to other significant global populations.

Future-Proofing Advice with Flexible Architecture

The technological foundation enabling this scalability and flexibility is Conquest's 'headless' architecture. This design allows the platform's core calculation engine and the SAM AI to be embedded into any firm's existing technology stack and workflow. Financial institutions can leverage Conquest's power without having to rip and replace their current systems, providing a future-proof model for advice delivery.

Whether an advisor uses the native Conquest interface or accesses its engine through their firm's proprietary portal, the underlying intelligence remains consistent. This has made the platform an attractive choice for enterprise clients, including major institutions like the Royal Bank of Canada (RBC), which entered a strategic partnership in 2023 to enhance its digital planning experience. This flexibility allows firms to serve a wide spectrum of clients, from mass-market individuals to ultra-high-net-worth families, with a consistent and auditable standard of advice.

This strategic approach has attracted significant attention from major investors. In the last few years, Conquest has secured over $100 million USD in funding, including a recent $80 million Series B round led by Growth Equity at Goldman Sachs Alternatives. The list of backers reads like a who's who of global finance, with Fidelity International Strategic Ventures, BNY Mellon, Citi Ventures, and USAA among them. This powerful vote of confidence provides the capital to fuel further U.S. expansion and the continued evolution of the SAM AI, ensuring the platform remains at the forefront of the wealth tech revolution.