Conquest integrates Shaping Wealth's Lydia AI agent into advisor workflow

Conquest Planning Inc. announced a strategic partnership on July 28, 2026.

Primary

Conquest Planning Inc.

Date

July 28, 2026

Sub-sector

Wealthtech

Demonstrates ongoing AI-driven consolidation in wealthtech advisor tools, but integration announcements between sub-$1B players lack clear M&A signal or pricing precedent for sub-$250M founders.

Primary company

Conquest Planning Inc.

Counterparty

Not disclosed

Amount

Not disclosed

Event date

July 28, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

Finextra

Source: finextra.com