Conquest Planning

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.