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Overview
Conquest is a data platform that helps organizations grow their communities by automatically collecting and analyzing member activities across multiple channels. It consolidates data, categorizes members, and triggers automated actions so teams don’t need to track interactions manually. The platform pulls both historical and forecasted data from connected tools to deliver a complete view of how members engage. By connecting with existing software and providing end-to-end automation and a unified view of behavior, Conquest aims to optimize community engagement and growth with scalable insights.
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Simplify's take
What believers are saying
- June 2025 Series B raised $80 million from Goldman Sachs Alternatives and others.
- April 2026 reached 2 million plans; September 2026 surpassed 2.5 million.
- September 2026 self-serve launch opens direct sales to independent advisors and RIAs.
What critics are saying
- Enterprise dependence on banks and wealth firms concentrates revenue in few buyers.
- Self-serve RIAs launched September 2026; low-price channel can compress enterprise pricing quickly.
- Competitors like eMoney, MoneyGuidePro, and advisor platforms can replicate planning features by 2027.
What makes Conquest unique
- Conquest’s SAM engine delivers verifiable AI advice, not black-box model outputs.
- October 2026 Claude integration extends planning workflows into Anthropic’s ecosystem.
- 2026 rebrand from Conquest Planning to Conquest widens positioning beyond planning.
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