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Conquest Planning

Financial Software · Canada · 90 Employees

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About

Headquarters

800-330 St Mary Ave, Winnipeg, Manitoba, R3C 3Z...

Revenue

$18.9 Million

Industry

Business Services General Business Services

Highlights

$46.5M

Total Funding Amount

$18M

Most Recent Funding Amount

4

Number of Funding Rounds

Who is Conquest Planning

Conquest Planning is a financial technology company offering financial planning software That empowers advisors & planners to build plans faster an d collaborate with their clients. The company is based in Winnipeg, Canada.Read more

Conquest Planning's Social MediaPopular SearchesConquest Planning IncConquest PlanningConquest FinancialSIC Code 73,737NAICS Code 51,513Show more

Conquest Planning Org Chart

Mark Evans
Mark Evans

President & Chief Executive Officer

PhoneEmail
Sean MacDonald
Sean MacDonald

Chief Financial Officer, At Conquest Planning...

PhoneEmail
Paul Thiessen
Paul Thiessen

Chief Technology Officer

PhoneEmail

PhoneEmail

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Conquest Planning Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateFeb 07, 2023
RoundSeries A
Amount$18M
InvestorsRBC, BNY Mellon, Fidelity
Funding DateFeb 07, 2023
RoundSeries A
Amount$18M
InvestorsRBC, BNY Mellon, Fidelity
Funding DateJul 21, 2021
RoundUnspecified
Amount$7.5M
InvestorsPortage Venture Partners, IGM Financial, Fidelity International Strategic Ventures
See More

$46.5M

Total Funding Amount

$18M

Most Recent Funding Amount

4

Number of Funding Rounds

Conquest Planning Tech Stack

A closer look at the technologies used by Conquest Planning

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Conquest Planning News & Media

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Frequently Asked Questions regarding Conquest Planning

Where is Conquest Planning located?
Conquest Planning's headquarters are located at 800-330 St Mary Ave, Winnipeg, Manitoba, R3C 3Z5, Canada
What is Conquest Planning's official website?
Conquest Planning's official website is www.conquestplanning.com
What is Conquest Planning's Revenue?
Conquest Planning's revenue is $18.9 Million
What is Conquest Planning's SIC code?
Conquest Planning's SIC: 73,737
What is Conquest Planning's NAICS code?
Conquest Planning's NAICS: 51,513
How many employees does Conquest Planning have?
Conquest Planning has 90 employees
What industry does Conquest Planning belong to?
Conquest Planning is in the industry of: Business Services General, Business Services
What is Conquest Planning competition?
Conquest Planning top competitors include: Snap Projections, DFS Private Wealth, Apeiron Software, Ryan Lamontagne
What technology does Conquest Planning use?
Some of the popular technologies that Conquest Planning uses are: WordPress.org, reCAPTCHA, PHP, Embedly
Who is the CEO of Conquest Planning?
Conquest Planning's CEO is Mark Evans
Who is the CFO of Conquest Planning?
Conquest Planning's CFO is Sean MacDonald
Who is the CTO of Conquest Planning?
Conquest Planning's CTO is Paul Thiessen
What does Conquest Planning do?

Conquest Planning is a financial technology company offering financial planning software That empowers advisors & planners to build plans faster and collaborate with their clients. The company is based in Winnipeg, Canada.... Read More

What are Conquest Planning social media links?
Conquest Planning Linkedin page Conquest Planning Twitter page Conquest Planning Facebook page
How much funding has Conquest Planning raised to date?
Conquest Planning has raised $46.5 Million in 4 funding rounds
When was the last funding round for Conquest Planning?
Conquest Planning closed its last funding round on Feb 07, 2023 with the amount of $18 Million
Who invested in Conquest Planning?
Conquest Planning has 11 investors including IGM Financial, Fidelity International Strategic Ventures, Eight Roads and Portag3 Ventures.
Is Conquest Planning a public company?
Conquest Planning is private company therefore does not currently have an official ticker symbol
See more information about Conquest Planning

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