# Conquest Planning

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/conquest-planning

- Industry: Software
- Headquarters: Winnipeg, Canada
- Website: www.conquestplanning.com
- Total disclosed funding: $108M
- Latest round: Series B (Jun 17, 2025)
- Investors on record: 12

## About

Based in Canada, Conquest Planning Inc. is a financial technology firm that specializes in providing an innovative enterprise platform for financial planning, enhancing access to personalized financial advice for diverse wealth segments.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. In February 2023, Conquest raised USD 24 mn in Series A funding, led by Fidelity International Strategic Ventures and including participation from the Bank of New York Mellon Private Equity and RBC Capital Markets. Since its inception, the company has engaged in three significant deals, with the most recent occurring in February 2023.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%. The company has successfully launched its platform in Canada in 2021, the UK in 2022, and the US in 2023, with a growing clientele that includes anticipation of featuring five of the top ten largest banks in North America by 2024.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. Specific pricing plans for various services are not disclosed, but the platform's offerings cater to a diverse client base, enhancing the overall value proposition in the financial services industry.In February 2023, Conquest Planning, Inc. raised USD 24 mn in Series A funding, which will be utilized for continued expansion into the US and the UK, as well as for growth and investments in enhancing the platform user experience. The company aims to further innovate its product offerings and improve user engagement, thereby solidifying its position in the expanding financial technology market.

## Funding rounds

- Series B, Jun 17, 2025, $81M — BDC Capital, Bank of New York Mellon, Goldman Sachs Asset Management, Citi Ventures, USAA Ventures, Portage Ventures, Canapi Ventures, TIAA Ventures
- Series A, Feb 7, 2023, $24M — RBC Capital Markets, Bank of New York Mellon Private Equity, Portage Ventures, Fidelity International Strategic Ventures
- Seed, Feb 19, 2020, $3M — Eight Roads Ventures, Portage Ventures

## Investors

- Eight Roads Ventures (https://capitalatlas.ai/funds/eight-roads-ventures) — Seed
- Portage Ventures (https://capitalatlas.ai/funds/portage-ventures) — Seed, Series A, Series B
- RBC Capital Markets (https://capitalatlas.ai/funds/rbc-capital-markets) — Series A
- Bank of New York Mellon Private Equity (https://capitalatlas.ai/funds/bank-of-new-york-mellon-private-equity) — Series A
- Fidelity International Strategic Ventures (https://capitalatlas.ai/funds/fidelity-international-strategic-ventures) — Series A
- BDC Capital (https://capitalatlas.ai/funds/bdc-capital) — Series B
- Bank of New York Mellon — Series B
- Goldman Sachs Asset Management (https://capitalatlas.ai/funds/goldman-sachs-asset-management) — Series B
- Citi Ventures (https://capitalatlas.ai/funds/citi-ventures) — Series B
- USAA Ventures (https://capitalatlas.ai/funds/usaa-ventures) — Series B
- Canapi Ventures (https://capitalatlas.ai/funds/canapi-ventures) — Series B
- TIAA Ventures (https://capitalatlas.ai/funds/tiaa-ventures) — Series B