Conquest Planning, an AI-powered financial planning software provider, has raised $80 million in Series B funding.
Investors
The round was led by Goldman Sachs Alternatives' Growth Equity, with participation from Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, USAA, and existing investors BNY and Portage.
Goldman Sachs is a global investor in alternatives, managing over $500 billion in assets. It invests across private equity, private credit, real estate, infrastructure, sustainability, and hedge funds. Since 2003, Growth Equity at Goldman Sachs Alternatives has invested over $13 billion in companies, focusing on growth-stage and technology-driven businesses across multiple industries, including enterprise technology, financial technology, consumer, and healthcare.
Conquest Planning Use of Funds
The company will use the funds to expand into the U.S. market, evolve Conquest's AI-driven Strategic Advice Manager (SAM), and support product development aimed at advisors and self-directed investors.
About Conquest Planning
Founded in 2018, Conquest Planning provides an AI-powered platform for financial advisors, banks, brokerages, wirehouses, insurance firms, and pension providers. It helps financial institutions deliver fast, personalized, and scalable financial advice. Conquest uses smart automation and real-time collaboration tools to simplify planning, improve compliance, and enhance client engagement. With a presence in Canada and growing traction in the U.S. and U.K., Conquest serves over 1,000 financial services organizations, including RBC, Manulife, BNY Pershing, and Raymond James.
Funding Details
Company: Conquest Planning Inc.
Raised: $80.0M
Round: Series B
Funding Date: June 2025
Lead Investor: Growth Equity at Goldman Sachs Alternatives
Additional Investors: Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, USAA, BNY, Portage
Company Website: https://www.conquestplanning.com/
Software Category: Financial Planning / WealthTech / AI Software
Source: https://www.businesswire.com/news/home/20250623802541/en/