Conquest Planning

Accounting/Finance AI, ML, Gen AI Software

Accounting/Finance AI, ML, Gen AI +1

@ConquestPlanning Website LinkedIn Winnipeg, Manitoba, Canada

About Conquest Planning

Conquest Planning uses AI to help financial advisors and other clients make informed financial decisions, enhancing their planning processes and client interactions.

Business Information

Target Customers

financial advisors wealth management firms individual investors

Industry Categories

Accounting/Finance AI, ML, Gen AI Software

Business Model

Revenue Model SaaS

Pricing Strategy Subscription-based with tiered pricing

Sales Channels direct sales, online marketing, partnerships with financial institutions

Funding Timeline

Round	Date	Amount	Investors
Series B	Jun 29, 2025	$80.0M	Goldman Sachs

Founders

No founder information available.

Investors

Goldman Sachs

Investment Bank and Asset Management

Recent Mentions

Techmeme @Techmeme

Jun 29, 2025

Winnipeg-based Conquest Planning, which uses AI to help financial advisors and other clients make decisions, raised an $80M Series B led by Goldman Sachs (@jonfingas / BetaKit) https://t.co/El8mJKdpyx https://t.co/FwZBHfeCLe https://t.co/ZOzeer1FAj

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audium capital partners @audiumcp

Jul 21, 2025

Conquest Planning raises $80M in series B funding round https://t.co/V7ZS8Ylxwk

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