Conquest Planning, a Winnipeg, Manitoba, Canada-based supplier of a expertise platform for monetary planning, raised $80M in Collection B funding.
The spherical was led by Development Fairness at Goldman Sachs Options. with participation from new traders, together with Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures and USAA and present traders BNY and Portage.
The corporate intends to make use of the funds to increase operations and its growth efforts.
Led by CEO Dr. Mark Evans, Conquest Planning is a monetary planning software program firm with a purpose-driven strategy to delivering monetary recommendation. Its consumer base, which spans Canada, the U.S. and the U.Okay., leverage its designed product, onboarding course of, and data-driven synthetic intelligence to speed up the supply of designed and customized monetary plans.
The increase introduced whole funding to over $100M USD.
Presently serving greater than 1,000 monetary providers organizations, together with RBC, Manulife, BNY Pershing and Raymond James, Conquest continues to realize market share because it approaches 1.5 million plans created on its platform.
FinSMEs
23/06/2025
