What is Conquest Planning?
Conquest Planning is a specialized financial technology firm headquartered in Winnipeg, Canada. The company provides sophisticated financial planning software designed to streamline the workflow for advisors and planners. By enabling faster plan construction and fostering seamless collaboration between professionals and their clients, the platform addresses critical inefficiencies in the wealth management industry. As a key player in the fintech ecosystem, Conquest Planning leverages advanced digital tools to modernize how financial goals are established and monitored, positioning itself as an essential utility for modern wealth management practices.
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 Eight Roads and Portag3 Ventures
Unspecified (2021): $7.5M led by Portage Venture Partners, IGM Financial, and Fidelity International Strategic Ventures
Series A (2023): $18M supported by RBC, BNY Mellon, and Fidelity
Series A (2023): $18M featuring BNY Mellon, Fidelity, and RBC
Series B (2025): $80M backed by USAA, CenterHarbor Canapi Ventures Investment Advisor, Massachusetts Business Development, Goldman Sachs, Citi, Portage Mutual Insurance, TIAA, and BNY
Key Investors in Conquest Planning
USAA
USAA is a diversified financial services organization providing banking, insurance, and investment products tailored to the needs of U.S. military members and their families.
Canapi Ventures
Canapi Ventures is a venture capital firm focused on early to growth-stage B2B software and fintech companies, leveraging a network of over 70 financial institutions to drive industry modernization.
Goldman Sachs
Goldman Sachs is a leading global investment banking and management firm that provides comprehensive financial services, including strategic advisory and capital market solutions.
What's next for Conquest Planning?
With the successful closure of its latest financing round, Conquest Planning is well-positioned to accelerate its product development roadmap and expand its footprint in the enterprise market. The strategic nature of this capital suggests a focus on deepening integrations with major financial institutions and enhancing the platform's collaborative capabilities. As the company transitions into this next phase of scaling, the emphasis will likely remain on maintaining its technological edge while broadening its reach to serve a more diverse array of global financial service providers. The backing from established industry giants provides not only the necessary liquidity but also the institutional credibility required to capture significant market share in the evolving digital wealth management space.
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