Conquest Planning
formerly ConquestPowerful, accurate, intelligent financial planning software
Winnipeg, Canada · Founded 2018 · $108.3M raised
- Headquarters
- Winnipeg
- Employees
- 51–200
- Founded
- 2018
- Business Model
- B2B
- Website
- conquestplanning.com
- Total Funding
- $108.3M
- Last Round
- Series AJun 2025
- Rounds
- 6
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
Conquest Planning is an AI-powered financial planning software company that enables financial advisors to deliver highly personalized plans tailored to each client's cash flow, goals, priorities, and risk tolerance. The platform lets advisors model complex scenarios, run real-time plan comparisons, and generate institutional-quality financial plans in minutes. Founded in 2018 in Winnipeg, Manitoba by CEO Mark Evans — previously at NaviPlan financial planning software — the company has expanded to serve advisors and wealth management firms across Canada, the United States, and the United Kingdom. In June 2025, Conquest raised $80 million USD in a Series B round led by Growth Equity at Goldman Sachs Alternatives, following earlier rounds totaling $34.5 million backed by Fidelity International Strategic Ventures, Portage Ventures, BNY Mellon, and RBC. The company employs approximately 150-170 people.
Summary
Conquest Planning is an Artificial Intelligence company based in Winnipeg, Canada, founded in 2018. It has raised $108.3M in total across 6 rounds, most recently a Series A round in Jun 2025. Investors include Portage Ventures, Goldman Sachs Alternatives and Fidelity International.
Tech & App Stack
4 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Jun 2025
Sign up to see all 6 events
Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
Similar Companies
Databricks provides a unified data and AI platform that helps enterprises build and run applicati...
Palantir Technologies builds data integration and analytics platforms (Gotham and Foundry) for go...
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
ByteDance is a Chinese technology company that utilizes AI to distribute content based on users' ...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/conquest-planning"><img src="https://indexed.vc/api/badge/company/conquest-planning" alt="Conquest Planning on Indexed.vc" width="260" height="76" /></a>