Conquest Planning is a modern financial planning platform that helps deliver prioritized financial planning strategies to consumers and financial advisors to build a better advice model.
Location: Canada, Manitoba, Winnipeg
Total raised: $17.94M
Investors 3
| Date | Name | Website |
| 17.07.2021 | Portag3 Ve... | p3vc.com |
| - | Fidelity I... | fisv.com |
| - | Portage Ve... | portagevc.... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 09.02.2023 | Series A | $17.94M | Fidelity I... |
Mentions in press and media 3
| Date | Title | Description | Source |
| 09.02.2023 | Canada-based Conquest Planning closes CAD 24 million in Seri... | Winnipeg, Canada-based provider of a technology platform for financial planning, Conquest Planning, ... | vcbay.news... |
| 08.02.2023 | Conquest Planning Closes CAD$24M Series A Funding | Conquest Planning, a Winnipeg, Canada-based provider of a technology platform for financial planning... | finsmes.co... |
| - | Conquest Planning | “Financial advice delivery – reimagined. Modernizing how financial institutions deliver advice acros... | fastfounde... |