What is Conquest Planning?
Conquest Planning operates as a sophisticated financial technology provider, specializing in software solutions that streamline the planning process for financial advisors and their clients. The platform is engineered to enhance operational efficiency, enabling planners to construct comprehensive financial strategies with greater speed and precision. By fostering a collaborative environment between advisors and end-users, the company addresses critical pain points in the wealth management lifecycle, effectively bridging the gap between complex financial data and actionable client insights. Its market position is bolstered by a robust suite of tools that prioritize user experience and data-driven decision-making.
How much funding has Conquest Planning raised?
Conquest Planning has raised a total of $126.5M across 5 funding rounds:
Angel/Seed
$3M
Unspecified
$7.5M
Series A
$18M
Series A
$18M
Series B
$80M
Angel/Seed (2020): $3M with participation from Portag3 Ventures and Eight Roads
Unspecified (2021): $7.5M led by IGM Financial, Portage Venture Partners, and Fidelity International Strategic Ventures
Series A (2023): $18M supported by RBC, BNY, and Fidelity
Series A (2023): $18M featuring BNY, Fidelity, and RBC
Series B (2025): $80M backed by USAA, TIAA, Portage Mutual Insurance, CenterHarbor Canapi Ventures Investment Advisor, Massachusetts Business Development, BNY, Goldman Sachs, and Citi
Key Investors in Conquest Planning
Goldman Sachs
Goldman Sachs is a leading global investment banking, securities, and investment management firm providing a wide range of financial services to corporations, governments, and institutional clients.
BNY
BNY is a global financial services institution that provides a broad range of banking, investment, asset servicing, and wealth management solutions to a diverse client base worldwide.
Citi
Citibank NA is a multinational financial services corporation offering comprehensive banking services, financial loans, and institutional market infrastructure solutions.
What's next for Conquest Planning?
With the successful closure of this major enterprise-level funding, Conquest Planning is poised to enter a new phase of scaling and market penetration. The strategic backing from global financial institutions suggests a clear trajectory toward deeper integration within the institutional wealth management ecosystem. Future initiatives will likely focus on enhancing the platform's algorithmic capabilities, expanding its reach into international markets, and solidifying its role as a foundational technology partner for large-scale financial services organizations. As the firm matures, the focus will shift toward maintaining its competitive edge through continuous innovation in automated financial planning and client engagement technologies.
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