Conquest Planning is a modern financial planning platform that helps deliver prioritized financial planning strategies to consumers and financial advisors to build a better advice model.
Location: Canada, Manitoba, Winnipeg
Total raised: $97.94M
Investors 3
| Date | Name | Website |
| 17.07.2021 | Portag3 Ve... | p3vc.com |
| - | Fidelity I... | fisv.com |
| - | Portage Ve... | portagevc.... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 23.06.2025 | Series B | $80M | - |
| 09.02.2023 | Series A | $17.94M | Fidelity I... |
Mentions in press and media 9
| Date | Title | Description |
| 20.05.2026 | US Wealth Management Technology in 2026: SEC Withdraws Predictive-Analytics Rule, AI Co-Pilots Move Into Production | Share Share Share Share Email In July 2023 the Securities and Exchange Commission proposed rules under both the Securities Exchange Act and the Investment Advisers Act aimed at preventing conflicts of interest in firms’ use of predictive da... |
| 24.06.2025 | Conquest Planning Secures $80 Million to Revolutionize Financial Advice | In the fast-paced world of finance, innovation is the name of the game. Conquest Planning, a financial planning software company based in Winnipeg, Canada, has just raised $80 million in Series B funding. This substantial investment is set ... |
| 23.06.2025 | Conquest Planning Raises $80M in Series B Funding | Conquest Planning, a Winnipeg, Manitoba, Canada-based provider of a technology platform for financial planning, raised $80M in Series B funding. The round was led by Growth Equity at Goldman Sachs Alternatives. with participation from new i... |
| 23.06.2025 | Conquest Planning raises $80 million | Financial planning software company Conquest Planning Conquest Planning Founded: 2018 Headquarters: Winnipeg, Manitoba, Canada Total Funding: $28.46M See full company profile "> has raised $80 million in Series B funding led by Gold... |
| 22.10.2024 | Manulife's Bold Steps into the Future: Innovation and Celebration | Manulife is making waves. The financial giant is not just riding the tide; it’s creating its own currents. Recently, two significant events showcased Manulife's commitment to innovation and its deep roots in the community. The Prospering in... |
| 16.10.2024 | Manulife and World Economic Forum Announce Winners in 'Prospering in Longevity Challenge' to Drive Health and Financial Resiliency | Manulife gives half a million dollars in prize money to challenge winners to help accelerate their mission to enable people to live healthier, more prosperous lives BOSTON, Oct. 16, 2024 /PRNewswire/ -- Manulife today announced the winners ... |
| 09.02.2023 | Canada-based Conquest Planning closes CAD 24 million in Series A | Winnipeg, Canada-based provider of a technology platform for financial planning, Conquest Planning, closed its Series A funding at CAD 24 million. The company announced the closure on February 7, 2023. Fidelity International Strategic Ventu... |
| 08.02.2023 | Conquest Planning Closes CAD$24M Series A Funding | Conquest Planning, a Winnipeg, Canada-based provider of a technology platform for financial planning, raised CAD$24M in Series A funding. The round was led by Fidelity International Strategic Ventures, with participation from Portage BNY Me... |
| - | Conquest Planning | “Financial advice delivery – reimagined. Modernizing how financial institutions deliver advice across all their customer segments. Simplifying the complexities of financial planning without sacrificing holistic planning needs, from personal... |