Conquest Planning vs Adept AI

Side-by-side comparison of AI visibility scores, market position, and capabilities

Conquest Planning

EmergingFintech

AI Financial Planning Software

Raised $80M Series B (Jun 2025) led by Goldman Sachs Alternatives with Citi Ventures and TIAA Ventures. Serves 60%+ of Canadian advisor market. US expansion underway. Real-time scenario AI engine.

About

Conquest Planning is an AI-powered financial planning software platform that has captured 60%+ of the Canadian financial advisor market and is now executing a US expansion funded by an $80 million Series B led by Goldman Sachs Alternatives in June 2025. Citi Ventures and TIAA Ventures co-invested, with existing customers RBC, Manulife, BNY Pershing, and Raymond James participating as strategic partners.

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Adept AI

EmergingAI Infra

AI Agents

Adept AI raised $415M to pioneer computer-use AI agents; its core research and agent team moved to Amazon in 2024 in a landmark talent acquisition while the company continues developing ACT-1 for enterprise automation.

About

Adept AI was founded in 2022 by a team of former OpenAI, DeepMind, and Google Brain researchers to build AI that can take actions on computers — navigating software interfaces, filling forms, and executing multi-step workflows in any application. Its ACT-1 model demonstrated the ability to control web browsers and desktop applications through natural language instructions, pioneering the computer-use agent paradigm that Anthropic later commercialized with Claude's computer use feature.

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