Conquest Planning is a modern financial planning platform that helps deliver prioritized financial planning strategies to consumers and financial advisors to build a better advice model.
Location: Canada, Manitoba, Winnipeg
Total raised: $97.94M
Investors 3
| Date | Name | Website |
| 17.07.2021 | Portag3 Ve... | p3vc.com |
| - | Fidelity I... | fisv.com |
| - | Portage Ve... | portagevc.... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 23.06.2025 | Series B | $80M | - |
| 09.02.2023 | Series A | $17.94M | Fidelity I... |
Mentions in press and media 8
| Date | Title | Description |
| 24.06.2025 | Conquest Planning Secures $80 Million to Revolutionize Financial Advice | In the fast-paced world of finance, innovation is the name of the game. Conquest Planning, a financial planning software company based in Winnipeg, Canada, has just raised $80 million in Series B funding. This substantial investment is set ... |
| 23.06.2025 | Conquest Planning raises $80 million | Financial planning software company Conquest Planning Conquest Planning Founded: 2018 Headquarters: Winnipeg, Manitoba, Canada Total Funding: $28.46M See full company profile "> has raised $80 million in Series B funding led by Gold... |
| 23.06.2025 | Conquest Planning Raises $80M in Series B Funding | Conquest Planning, a Winnipeg, Manitoba, Canada-based provider of a technology platform for financial planning, raised $80M in Series B funding. The round was led by Growth Equity at Goldman Sachs Alternatives. with participation from new i... |
| 22.10.2024 | Manulife's Bold Steps into the Future: Innovation and Celebration | Manulife is making waves. The financial giant is not just riding the tide; it’s creating its own currents. Recently, two significant events showcased Manulife's commitment to innovation and its deep roots in the community. The Prospering in... |
| 16.10.2024 | Manulife and World Economic Forum Announce Winners in 'Prospering in Longevity Challenge' to Drive Health and Financial Resiliency | Manulife gives half a million dollars in prize money to challenge winners to help accelerate their mission to enable people to live healthier, more prosperous lives BOSTON, Oct. 16, 2024 /PRNewswire/ -- Manulife today announced the winners ... |
| 09.02.2023 | Canada-based Conquest Planning closes CAD 24 million in Series A | Winnipeg, Canada-based provider of a technology platform for financial planning, Conquest Planning, closed its Series A funding at CAD 24 million. The company announced the closure on February 7, 2023. Fidelity International Strategic Ventu... |
| 08.02.2023 | Conquest Planning Closes CAD$24M Series A Funding | Conquest Planning, a Winnipeg, Canada-based provider of a technology platform for financial planning, raised CAD$24M in Series A funding. The round was led by Fidelity International Strategic Ventures, with participation from Portage BNY Me... |
| - | Conquest Planning | “Financial advice delivery – reimagined. Modernizing how financial institutions deliver advice across all their customer segments. Simplifying the complexities of financial planning without sacrificing holistic planning needs, from personal... |