AI in Wealth Advisory
Financial advice is rapidly evolving. The emergence of AI-powered tools has given rise to platforms that can streamline financial planning—shifting focus from manual calculations to strategic advisory. These systems are not replacements—they are enablers, empowering advisors to deliver deeper client engagement and scalable solutions.
At TTR Group, we recognize the transformational impact that intelligent automation and data-driven workflows bring to compliant, client-centric advisory services. Our services — from digital transformation to wealthtech integration and advisory infrastructure — help firms harness these shifts while remaining within strong regulatory frameworks. Learn more about this synergy here.
Conquest Planning: A Fintech Redefining Advice
Winnipeg-based Conquest Planning, founded in 2018 by fintech veteran Mark Evans (formerly creator of NaviPlan), offers an AI-driven financial planning platform tailored for advisors. Its proprietary Strategic Advice Manager (SAM) engine intelligently analyzes client profiles — transformations in income, retirement planning, estate strategy — to generate personalized financial plans via a single UI.
Now operational across Canada, the U.S., and London, Conquest supports over 60,000 advisors within more than 1,000 institutions — including RBC, Morgan Stanley, NSC, BNY Pershing, and Raymond James.
$80M Series B Led by Goldman—Backed by Citi
On June 23, 2025, Conquest closed an $80 million USD Series B (CA$110m), led by Goldman Sachs Alternatives, with Citi Ventures among the new investors alongside BDC Capital, Canapi Ventures, TIAA, and USAA. This takes total funding to over $100 million across rounds.
Jade Mandel, Managing Director at Goldman’s Growth Equity, will join Conquest’s board — signaling strong alignment between global asset management and cutting-edge wealthtech. Citi’s involvement underscores the conviction that AI will shape future advisory models.
The Investment’s Strategic Value
Here’s why this aligns with the direction of financial advice:
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Scalability through AI: Conquest’s platform replaces multiple niche calculators with one intelligent planning tool, automating thousands of scenarios in seconds.
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Advisor empowerment: The suite includes AI chatbots (“Ask SAM”), estate & legacy modules, and SAM Bytes micro‑engagements, enhancing advisor response time and client touchpoints.
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Faster go-to-market: Conquest is now accelerating expansion into the U.S. and U.K., supported by this round of funding.
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Path to profitability: With profitability expected by Q3 2025, Conquest is validating both its business model and investor confidence.
Implications for TTR Group Clients
For TTR’s clientele — from advisory firms to financial institutions — this development is significant:
| Impact Area | Opportunity for TTR Clients |
|---|---|
| Enhanced efficiency | Advisors can deploy AI-powered workflows, speeding client plans and allowing more time for strategy and compliance. |
| Modular integration | The SAM engine and chatbot tools align with TTR’s emphasis on API-first, modular solutions, enabling seamless integration with advisor portals, CRM systems, and compliance platforms. |
| Operational scalability | AI-enabled client interactions (like micro‑planning and chatbots) support TTR’s goal of expanding advisory access across client segments. |
| Competitive differentiation | Early adoption of such technologies helps TTR clients stand out in a market increasingly driven by evidence-based, personalized advisory. |
TTR Group’s core capabilities — including digital transformation, operational efficiency, and infrastructure readiness — can support clients in evaluating, integrating, and scaling AI-driven advisory tools like Conquest.
A Pivotal Moment for Advisor-Focused AI
This round isn’t just capital—it’s a signal. AI-powered platforms are moving from experimental tools to foundational architecture in advisory practices. With Goldman and Citi’s deep involvement, Conquest is positioned to lead a new wave of “augmented advice.”
For advisors and financial institutions, the path forward is clear: embrace AI strategically. Not to replace the human element of advice, but to elevate it through greater accuracy, responsiveness, and scalability.
How TTR Group Can Help Your Business
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Strategic evaluation: Assess fit with client workflows and tech stacks.
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Platform integration: Connect AI engines with existing systems (portals, CRM, compliance).
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Change management: Guide training programs for advisors using AI tools effectively.
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Continuous innovation: Monitor AI trends and scale the advisory infrastructure accordingly.
Goldman’s and Citi’s Series B investment in Conquest Planning is a marker of where wealth-tech is heading: client‑centric, AI‑augmented, and scalable. For TTR Group and its partners, it’s an opportunity to lead the digital transformation — delivering better outcomes, operational efficiency, and compliance in an increasingly competitive landscape. TTR Group will help financial firms deliver transformation through digital-first strategy, modular platforms, efficient operations, and wealth infrastructure. We enable advisory businesses to adapt, scale, and thrive in tomorrow’s landscape.
