Conquest Planning

Conquest Planning is a technology platform revolutionizing financial planning with customized and convenient advice. Its AI-powered software allows financial advisors, banks, brokerages, and insurance firms to offer personalized advice at scale, empowering individuals across various life stages to access high-quality financial planning.

Funding Round: Series B

Funding Amount: $80M

Date: 23-Jun-2025

Investors: Growth Equity at Goldman Sachs Alternatives, Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, USAA, BNY, Portage

Markets: Fintech, AI

HQ: Winnipeg, Manitoba, Canada

Founded: 2018

Website: https://conquestplanning.com

LinkedIn: https://www.linkedin.com/company/conquest-planning-inc

Twitter: https://twitter.com/ConquestPlanInc

Instagram:

Facebook: https://www.facebook.com/ConquestPlanningInc