- Headquarters
- Winnipeg
- Employees
- 51–200
- Founded
- 2018
- Business Model
- B2B
- Total Funding
- $108.3M
- Last Round
- $80.0M Series BJun 2025
- Rounds
- 4
About
Conquest Planning is a leading financial planning software company headquartered in Winnipeg, Canada, with offices in the UK and USA. Built on a purpose-driven approach to delivering financial advice, the platform uses a proprietary deterministic AI engine called SAM (Strategic Advice Manager) to help advisors create hyper-personalized financial plans at scale — reducing plan creation time from 10 hours to 15 minutes. The company is trusted by 6 of the top 10 banks in North America and serves over 60,000 advisors globally.
Summary
Conquest is a Fintech company based in Winnipeg, Canada, founded in 2018. It has raised $108.3M in total across 4 rounds, most recently a $80.0M Series B round in Jun 2025. Investors include Portage Ventures, Goldman Sachs Alternatives and Fidelity International.
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Funding History
Jun 2025
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Full funding history, per-round amounts, and investor participation.
Investors
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