Conquest Planning Secures $80 Million to Revolutionize Financial Advice
June 24, 2025, 3:44 pm
Location: United States, New York
Employees: 10001+
Founded date: 1784
Total raised: $1.9B
In the fast-paced world of finance, innovation is the name of the game. Conquest Planning, a financial planning software company based in Winnipeg, Canada, has just raised $80 million in Series B funding. This substantial investment is set to propel the company into new territories and enhance its already impressive technology platform.
Founded in 2018, Conquest Planning has quickly carved out a niche in the financial services sector. The company’s software is designed to streamline the financial planning process, making it more efficient and personalized. With over 1,000 financial services organizations already on board, including major players like RBC and Manulife, Conquest is making waves across Canada, the U.S., and the U.K.
The recent funding round was led by Goldman Sachs Alternatives, a heavyweight in the investment world. Other notable participants included Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, BNY, Portage, and USAA. This diverse group of investors signals strong confidence in Conquest’s vision and potential.
The capital raised will be used to accelerate Conquest’s expansion into the U.S. market. The company aims to tap into the growing demand for modern financial planning solutions. As the financial landscape evolves, so do the needs of consumers. People are seeking personalized advice that reflects their unique circumstances. Conquest’s platform is designed to meet this demand head-on.
At the heart of Conquest Planning’s offering is its AI-powered Strategic Advice Manager (SAM). This sophisticated tool performs complex calculations, allowing financial advisors to provide tailored recommendations quickly. SAM transforms the financial planning experience from a cumbersome process into a seamless journey. It enables advisors to visualize various scenarios and their impacts on clients’ financial goals. This level of insight is invaluable in today’s unpredictable economic climate.
The company’s growth trajectory is impressive. With nearly 1.5 million financial plans created on its platform, Conquest is rapidly gaining market share. Its user-friendly interface and data-driven approach have resonated with financial advisors and their clients alike. The software empowers advisors to deliver high-quality, personalized advice at scale. In a world where efficiency is key, Conquest is leading the charge.
The timing of this funding round is particularly significant. As economic volatility becomes the norm, the need for reliable financial planning tools is more pronounced than ever. Consumers are increasingly aware of the importance of sound financial advice. They want solutions that are not only effective but also adaptable to their changing needs. Conquest Planning is positioned to deliver just that.
Dr. Mark Evans, the CEO of Conquest, emphasizes the shift in consumer expectations. The era of trial-and-error financial planning is fading. Investors now demand precision and personalization. Conquest’s platform harnesses the power of automation and real-time intelligence to meet these demands. It’s about making high-quality financial advice accessible to a broader audience.
The backing from prominent investors also highlights the growing recognition of wealth management as a critical growth driver. Financial planning is not just a service; it’s a foundational pillar of client relationships. Institutions that embrace modern, configurable platforms like Conquest’s will be better equipped to meet the evolving needs of their clients.
As Conquest Planning prepares to expand its footprint, the financial services industry is watching closely. The company’s innovative approach could set new standards for financial planning. By leveraging technology, Conquest is not just keeping pace with the industry; it’s redefining it.
The funding will also support ongoing development efforts. Conquest is committed to enhancing its platform, ensuring it remains at the forefront of financial technology. The integration of AI and data analytics will continue to evolve, providing advisors with the tools they need to succeed.
In conclusion, Conquest Planning’s recent $80 million funding round marks a significant milestone in its journey. With a clear vision and robust technology, the company is poised to transform the financial planning landscape. As it expands into new markets and enhances its offerings, Conquest is not just a player in the industry; it’s a game-changer. The future of financial advice is here, and it’s powered by Conquest Planning.
Founded in 2018, Conquest Planning has quickly carved out a niche in the financial services sector. The company’s software is designed to streamline the financial planning process, making it more efficient and personalized. With over 1,000 financial services organizations already on board, including major players like RBC and Manulife, Conquest is making waves across Canada, the U.S., and the U.K.
The recent funding round was led by Goldman Sachs Alternatives, a heavyweight in the investment world. Other notable participants included Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, BNY, Portage, and USAA. This diverse group of investors signals strong confidence in Conquest’s vision and potential.
The capital raised will be used to accelerate Conquest’s expansion into the U.S. market. The company aims to tap into the growing demand for modern financial planning solutions. As the financial landscape evolves, so do the needs of consumers. People are seeking personalized advice that reflects their unique circumstances. Conquest’s platform is designed to meet this demand head-on.
At the heart of Conquest Planning’s offering is its AI-powered Strategic Advice Manager (SAM). This sophisticated tool performs complex calculations, allowing financial advisors to provide tailored recommendations quickly. SAM transforms the financial planning experience from a cumbersome process into a seamless journey. It enables advisors to visualize various scenarios and their impacts on clients’ financial goals. This level of insight is invaluable in today’s unpredictable economic climate.
The company’s growth trajectory is impressive. With nearly 1.5 million financial plans created on its platform, Conquest is rapidly gaining market share. Its user-friendly interface and data-driven approach have resonated with financial advisors and their clients alike. The software empowers advisors to deliver high-quality, personalized advice at scale. In a world where efficiency is key, Conquest is leading the charge.
The timing of this funding round is particularly significant. As economic volatility becomes the norm, the need for reliable financial planning tools is more pronounced than ever. Consumers are increasingly aware of the importance of sound financial advice. They want solutions that are not only effective but also adaptable to their changing needs. Conquest Planning is positioned to deliver just that.
Dr. Mark Evans, the CEO of Conquest, emphasizes the shift in consumer expectations. The era of trial-and-error financial planning is fading. Investors now demand precision and personalization. Conquest’s platform harnesses the power of automation and real-time intelligence to meet these demands. It’s about making high-quality financial advice accessible to a broader audience.
The backing from prominent investors also highlights the growing recognition of wealth management as a critical growth driver. Financial planning is not just a service; it’s a foundational pillar of client relationships. Institutions that embrace modern, configurable platforms like Conquest’s will be better equipped to meet the evolving needs of their clients.
As Conquest Planning prepares to expand its footprint, the financial services industry is watching closely. The company’s innovative approach could set new standards for financial planning. By leveraging technology, Conquest is not just keeping pace with the industry; it’s redefining it.
The funding will also support ongoing development efforts. Conquest is committed to enhancing its platform, ensuring it remains at the forefront of financial technology. The integration of AI and data analytics will continue to evolve, providing advisors with the tools they need to succeed.
In conclusion, Conquest Planning’s recent $80 million funding round marks a significant milestone in its journey. With a clear vision and robust technology, the company is poised to transform the financial planning landscape. As it expands into new markets and enhances its offerings, Conquest is not just a player in the industry; it’s a game-changer. The future of financial advice is here, and it’s powered by Conquest Planning.