Conquestplanning

Conquestplanning provides AI‑driven financial planning software for wealth firms, advisors, and institutions. Their Strategic Advice Manager (SAM) engine delivers verifiable, personalized advice at scale, integrating behavioral finance agents and compliance tools. The platform supports multi‑language locales, offers a pricing page, resources, and a developer portal for API access, aiming to modernize financial planning with transparent, auditable recommendations.

Conquestplanning is listed with 1 API on the APIs.io network. Tagged areas include Company, Financial Planning, Artificial Intelligence, Wealth Management, and Software-as-a-Service.

Conquestplanning’s developer surface includes documentation, pricing, support, getting-started guide, and 8 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

10.4/100 minimal ▼ -6.1 Agent 0/100 human only Heartbeat 100/100 alive Full breakdown ↓
scored 2026-11-06 · rubric v0.27.0 · Show this score on your site →

1 API

Company Financial Planning Artificial Intelligence Wealth Management Software-as-a-Service

Kin Score

Kin Score How this is scored →
scored 2026-11-06 · rubric v0.27.0

Composite quality — 10.4/100 · minimal

Contract Quality 0.0 / 21

Developer Ergonomics 3.0 / 17

Access Clarity 1.8 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 5.0 / 9

Regulatory Posture 1.1 / 15

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

MCP Tool Quality 6 / 6

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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Agent readiness — checks not met, largest first (exact, from this profile):

Machine-Readable Contract +18 pts — api_specs includes an OpenAPI document
MCP Server +12 pts — deployment.mode + probe verdict on the mcp/ manifest, not the pointer; an unprobed slug falls back to authorship
Agentic Access Contract +10 pts — agentic_access artifact present (x-agentic-access), graded by author
Machine-Readable Auth +10 pts — a served openid-configuration/oauth-authorization-server carrying `issuer` (served), else the securitySchemes class in the provider OpenAPIs — bound (mutualTLS, DPoP, Signature) > negotiable (oauth2 authorizationCode/clientCredentials, openIdConnect) > bearer (http bearer, apiKey)
Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
Stable Error Semantics +8 pts — OpenAPI $refs a shared error schema across 4xx/5xx responses (verified), else common[].type includes ErrorCatalog / ErrorCodes / DeclineCodes

13 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 0.0 — up to +25.0 composite points
Access Clarity scores 10.5 — up to +17.9 composite points
Developer Ergonomics scores 17.9 — up to +16.4 composite points

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/conquestplanning/apis.yml: open an issue on github.com/api-evangelist/conquestplanning to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

Conquestplanning API

API access for Conquestplanning platform (developer portal)

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Conquestplanning Domain Security

TLSv1.2 · HSTS · DMARC

SECURITY

Resources

Get Started 2

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

GettingStarted

GettingStarted

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 2

Pricing, plans, and the legal terms of use

Pricing

Pricing

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Newsroom

Newsroom

Website

Website

Other 3

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

Leadership

Leadership

Source (apis.yml)

aid: conquestplanning
name: Conquestplanning
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  probe_state: unreadable
  source:
  - security
  generated: '2026-11-06'
  method: derived
image: https://cdn.prod.website-files.com/62aa2492f1114e6a77f39a86/6aa15c4a645aa3b4fa71e92c_og-general-cq.png
description: Conquestplanning provides AI‑driven financial planning software for wealth firms, advisors, and institutions.
  Their Strategic Advice Manager (SAM) engine delivers verifiable, personalized advice at scale, integrating behavioral finance
  agents and compliance tools. The platform supports multi‑language locales, offers a pricing page, resources, and a developer
  portal for API access, aiming to modernize financial planning with transparent, auditable recommendations.
url: https://raw.githubusercontent.com/api-evangelist/conquestplanning/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment pass 2026-10-10 (modular-v1; was harvest)
specificationVersion: '0.20'
created: '2026-10-10'
modified: '2026-10-10'
tags:
- Company
- Financial Planning
- Artificial Intelligence
- Wealth Management
- Software-as-a-Service
tags_raw:
- Company
- Financial-Planning
- AI
- Wealth-Management
- SaaS
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Hosts
  url: hosts/conquestplanning-hosts.yml
- type: Vendors
  url: vendors/conquestplanning-vendors.yml
- type: Newsroom
  url: https://conquestplanning.com/media
- type: Leadership
  url: https://conquestplanning.com/leadership
- type: DeveloperPortal
  url: https://dev.conquestplanning.com/
- type: DomainSecurity
  url: security/conquestplanning-domain-security.yml
- type: Website
  url: https://conquestplanning.com
- type: Documentation
  url: https://conquestplanning.com/platform
- type: Pricing
  url: https://conquestplanning.com/pricing
- type: Support
  url: https://conquestplanning.com/support
- type: PrivacyPolicy
  url: https://conquestplanning.com/privacy-policy
- type: GettingStarted
  url: https://conquestplanning.com/get-started
apis:
- name: Conquestplanning API
  description: API access for Conquestplanning platform (developer portal)
  humanURL: https://dev.conquestplanning.com/
  baseURL: null
  properties: []
  x-coverage:
    state: unreadable
    reason: js-rendered-docs
    detail: Developer portal pages are rendered via JavaScript with no machine‑readable spec discovered.
    evidence:
    - url: https://dev.conquestplanning.com/
      status: 200
    checked: '2026-10-10'
  aid: conquestplanning:conquestplanning-api
x-coverage:
  state: unreadable
  reason: no-machine-readable-spec
  method: derived
  generated: '2026-10-10'
  generator: derive-coverage.py (pre-flight evidence)
  detail: the company publishes developer documentation but serves no machine-readable contract from it
  evidence:
  - url: https://conquestplanning.com
    status: 200
  - url: https://equityzen.com/company/conquestplanning
    status: 403
x-enrichment:
  date: '2026-10-10'
  status: enriched
  artifacts_added: 6
  pass: modular-v1
  engine: identity=local,contract=local,surfaces=local,docs=local,regulatory=local

Conquestplanning API — frequently asked questions

Does Conquestplanning have an API?

Yes. APIs.io lists 1 API from Conquestplanning, including Conquestplanning API.

Is the Conquestplanning API ready for AI agents?

Conquestplanning has a Kin Score of 10.4 out of 100 (minimal) and an Agent Readiness score of 0.0 (human-only), scored by API Evangelist on 2026-11-06.

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