Conquest Planning
Financial Software · Canada · 51-200 Employees
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Overview
Headquarters
800-330 St Mary Ave, Winnipeg, Manitoba,...Website
www.conquestplanning.comRevenue
$33.6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
4
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2
About Conquest Planning
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.Explore more
Conquest Planning Org Chart
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Number of Employees
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Company Profile Activity
Activity Insights
Conquest Planning is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Conquest Planning is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Conquest Planning.
Conquest Planning financials insights
Gather financial insights about Conquest Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Angel/Seed
$3M
2021
Unspecified
$7.5M
2023
Series A
$18M
Series A
$18M
2025
Series B
$80M
Conquest Planning Tech Stack
A closer look at the technologies used by Conquest Planning
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Most Recent Scoops
Hiring Plans
Conquest Planning has more open roles in Information Technology than it has had at any time in the past 12 months. Areas of expertise include: Identity And Access Management, ITIL 4, Cloud Applications, System Migration, Data Loss Prevention, SaaS Security, and Cloud Platform System.
Hiring Plans
New Hire
Executive Move
Kristen W. has recently joined the organization as Chief Operating Officer. Previously, Winther served as Subsidiary Chief Operating Officer for TIFIN.
Executive Moves, New Hire
Hiring Plans
Conquest Planning has more open roles in Engineering & Technical than it has had at any time in the past 12 months.
Hiring Plans
Open Position
Executive Move
Executive Moves
Conquest Planning News & Media
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs ...
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives bringing total funding to over $100 million USD.Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs ...
WINNIPEG, Manitoba, June 23, 2025--Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives bringing total funding to over $100 million USD.Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada
WINNIPEG, Manitoba--(BUSINESS WIRE)-- #AI--Conquest Planning has partnered with PWL Capital to expand access to hyper-personalized financial planning across Canada.CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
WINNIPEG, Manitoba--(BUSINESS WIRE)-- #AI--Conquest Planning partners with CI Wealth, the Canadian wealth management division of CI Financial.
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Frequently Asked Questions Regarding Conquest Planning
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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
