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Conquest

In PWD coverage since September 9, 2026 · 5 stories

1Deals on our tracker

Deal recordFull tracker →

Sep 13, 26Deal announced — coverage

PWD coverage

RIA

Conquest's direct-to-RIA tier is a hedge on the platform channel

The self-serve launch buys Conquest a direct relationship with the long tail it will need if embedded platform deals, not subscriptions, are where the volume goes.

practice · Sep 14The AI race moves to what happens after the meeting

advisor_note · Sep 12Mariner's $175 million bot budget is a supervision purchase

practice · Sep 10Conquest drops 'Planning' and bets on a white-label advice engine

RIA · Sep 9Conquest drops 'Planning' and pivots to AI advice

Conquest

Conquest's direct-to-RIA tier is a hedge on the platform channel

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