Conquest Planning Overview
- Year Founded
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2018
- Status
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Private
- Employees
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169
- Latest Deal Type
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Series B
- Latest Deal Amount
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$110M
- Investors
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13
Conquest Planning General Information
Description
Developer of a financial planning platform designed to democratize access to personalized financial advice across all levels of wealth. The company's platform offers an AI-powered planning engine, co-planning tools, and integration with existing systems, enabling financial institutions, banks and wealth management firms to deliver personalized, efficient and scalable financial planning experiences.
Contact Information
Website
www.conquestplanning.comCorporate Office
- 800-330 Saint Mary's Avenue
- Winnipeg, Manitoba R3C 3Z5
- Canada
Corporate Office
- 800-330 Saint Mary's Avenue
- Winnipeg, Manitoba R3C 3Z5
- Canada
Conquest Planning Timeline
Conquest Planning Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 5. Later Stage VC (Series B) | 26-Sep-2025 | $110M | Completed | Generating Revenue | ||
| 4. Secondary Transaction - Private | 06-Aug-2025 | Completed | Generating Revenue | |||
| 3. Accelerator/Incubator | Completed | Generating Revenue | ||||
| 2. Early Stage VC (Series A) | 04-Nov-2022 | $17.5M | $26.7M | Completed | Generating Revenue | |
| 1. Seed Round | 21-Jul-2021 | $9.2M | $9.2M | Completed | Generating Revenue |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Conquest Planning Comparisons
Industry
Financing
Details
Conquest Planning Competitors (17)
One of Conquest Planning’s 17 competitors is Planswell, a Venture Capital-Backed company based in Toronto, Canada.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Planswell | Venture Capital-Backed | Toronto, Canada | ||||
| RedBlack Software | Private Equity-Backed | Bedford, NH | ||||
| AdvisorEngine | Private Equity-Backed | Raleigh, NC | ||||
| eMoney Advisor | Corporate Backed or Acquired | Radnor, PA | ||||
| Razor Logic Systems | Corporate Backed or Acquired | Toronto, Canada |
Conquest Planning Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Conquest Planning Patents
Conquest Planning Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| GB-202311361-D0 | Strategic advice manager for financial plans | Inactive | 28-Feb-2020 | ||
| GB-2617518-A | Strategic advice manager for financial plans | Inactive | 28-Feb-2020 | ||
| US-20250166077-A1 | Prediction generation and modification using simulated parameter variation | Pending | 01-Mar-2019 | ||
| CA-3123465-A1 | Strategic advice manager for financial plans | Pending | 01-Mar-2019 | ||
| GB-202110524-D0 | Strategic advice manager for financial plans | Inactive | 01-Mar-2019 | G06Q40/06 |
Conquest Planning Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Conquest Planning Investors (13)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| BDC Capital | Growth/Expansion | Minority | ||
| Canapi Ventures | Venture Capital | Minority | ||
| Citi Ventures | Corporate Venture Capital | Minority | ||
| Goldman Sachs Growth Equity | Growth/Expansion | Minority | ||
| TIAA Ventures | Corporate Venture Capital | Minority |
Conquest Planning FAQs
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When was Conquest Planning founded?
Conquest Planning was founded in 2018.
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Where is Conquest Planning headquartered?
Conquest Planning is headquartered in Winnipeg, Canada.
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What is the size of Conquest Planning?
Conquest Planning has 169 total employees.
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What industry is Conquest Planning in?
Conquest Planning’s primary industry is Financial Software.
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Is Conquest Planning a private or public company?
Conquest Planning is a Private company.
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What is Conquest Planning’s current revenue?
The current revenue for Conquest Planning is .
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How much funding has Conquest Planning raised over time?
Conquest Planning has raised $137M.
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Who are Conquest Planning’s investors?
BDC Capital, Canapi Ventures, Citi Ventures, Goldman Sachs Growth Equity, and TIAA Ventures are 5 of 13 investors who have invested in Conquest Planning.
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Who are Conquest Planning’s competitors?
Planswell, RedBlack Software, AdvisorEngine, eMoney Advisor, and Razor Logic Systems are some of the 17 competitors of Conquest Planning.
Data Transparency
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