Conquest Planning
Latest round
- Series B
Last raised
- Jun 2025
Total raised
- $108M
Investors
- 12
About Conquest Planning
Based in Canada, Conquest Planning Inc.Conquest Planning Inc. is a financial technology company founded in 2018 and headquartered in Winnipeg, Canada. The firm focuses on developing solutions that empower financial institutions and advisors to deliver personalized financial advice.Conquest offers an enterprise platform designed to democratize access to financial advice across a wide spectrum of wealth segments, from mass market to ultra-high net worth individuals. The platform includes a flagship product known as the AI-powered Strategic Advice Manager (SAM), which provides personalized financial recommendations based on clients' unique situations, preferences, and goals. Conquest's solutions enable financial institutions, wealth management firms, and their advisors to deliver comprehensive and efficient financial planning services. Key features of the platform include collaborative planning tools that enhance engagement and the ability to create financial plans significantly faster—by up to 90%.Conquest's revenue model primarily revolves around partnerships with financial institutions and wealth management firms, offering subscription-based access to its platform and services. Firms subscribe to the platform to equip their advisors with advanced financial planning tools, which clients utilize to deliver personalized financial advice. The platform’s capabilities allow for the creation of financial plans at a significantly increased rate, allowing for a higher onboarding rate for new clients with substantial investable assets.In February 2023, Conquest Planning, Inc. The company aims to further innovate its product offerings and improve user engagement, thereby solidifying its position in the expanding financial technology market.
Who invested in Conquest Planning
12 investors across 3 rounds
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Questions about Conquest Planning
Who invested in Conquest Planning?
Conquest Planning has 12 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Conquest Planning raised?
Conquest Planning has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Conquest Planning last raise money?
Conquest Planning's most recent round on record is a Series B, in Jun 2025.
What does Conquest Planning do?
Based in Canada, Conquest Planning Inc.
Where is Conquest Planning headquartered?
Conquest Planning is headquartered in Winnipeg, Canada.
Which VCs invest in companies like Conquest Planning?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Conquest Planning's stage. Their profiles are linked below.
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