Fundraising Fox

Conquest Planning

3 known investors

Conquest Planning offers a financial planning platform for advisors that uses a deterministic engine to generate personalized, explainable, and traceable client recommendations. It replaces manual planning processes with automated advice tailored to individual clients.

AI & Machine LearningFintechSaaS

Investors · 3

Canapi VenturesNew York
Fidelity International Strategic Venturesreported
Portage VenturesreportedMontreal

In the news

Canadian fintech Conquest Planning raises $80m Series Bfintechfutures.com · Jun 2025Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform | Conquest Planningconquestplanning.com · Jun 2025Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform | Fintech.cafintech.ca · Jun 2025Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Familiesbusinesswire.com · Jun 2025Conquest Planning Raises $80M in Series B Fundingfinsmes.com · Jun 2025Conquest Planning raises $7.5M to accelerate growth - Investment Executiveinvestmentexecutive.com · Jul 2021

Frequently asked questions

What does Conquest Planning do?
Conquest Planning offers a financial planning platform for advisors that uses a deterministic engine to generate personalized, explainable, and traceable client recommendations. It replaces manual planning processes with automated advice tailored to individual clients.
Who are Conquest Planning's investors?
Conquest Planning's investors include Canapi Ventures, Fidelity International Strategic Ventures, Portage Ventures.