Conquest Planning Raises $24 Million in Series A  

by Kay Aloha Villamor in February 13th, 2023

Conquest Planning, a Winnipeg, Canada-based technology platform modernizing financial planning with customized and convenient advice, announced that it raised $24 million (CAD) in Series A funding, bringing its total funding to almost $35 million (CAD). 

The round was led by Fidelity International Strategic Ventures and joined by existing capital partners Portage and new investors BNY Mellon and Royal Bank of Canada (“RBC”).

The fresh funds will support Conquest’s continued growth and investments in its platform user experience, and its ongoing expansion into key markets such as the United States and the United Kingdom.

Dr. Mark Evans, CEO of Conquest Planning, said: “Demand for tech-enabled financial experiences, whether consumer-initiated or advisor-led, is increasing exponentially. We are proud to work with reputable and forward-thinking firms that recognize the scope of this opportunity. Each of our partners brings far more than capital to the table—they offer key strategic benefits that will undoubtedly prove instrumental in our efforts to scale and make a difference in people’s financial lives.”

Conquest’s platform helps advisors and consumers easily understand the impact of holistic financial decisions while underscoring the true value of advice, further deepening their collaborative relationships. 

The easy-to-use platform enables advisors to provide advice at a scale that’s built for the unique needs of individuals and families—a challenge at many wealth management firms with disparate client bases.

Conquest is on a mission to reduce this number substantially, arming advisors with an AI-based strategic advice manager (SAM) that empowers them to build flexible plans quickly and with a high degree of accuracy. 

Company: Conquest Planning Inc.

Raised: CAD 24.0M

Round: Series A

Funding Month: February 2023

Lead Investors: Fidelity International Strategic Ventures

Additional Investors: Portage, BNY Mellon, and Royal Bank of Canada 

Company Website:

Software Category: Financial Planning Software

About the Company: Founded in 2018, Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. It uses AI to automate financial planning processes, Conquest simplifies the financial planning process for advisors and makes personalized planning accessible for all consumers, adding tangible value for retail investors and high-net-worth families alike. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. 


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