Summary:
- Conquest Planning, a financial planning technology platform based in Winnipeg, Canada, recently secured $80M in Series B funding led by Growth Equity at Goldman Sachs Alternatives.
- The company plans to use the funds to expand operations and further develop their innovative financial planning software.
- With a purpose-driven approach to delivering financial advice, Conquest Planning has gained traction with over 1,000 financial services organizations and has created over 1.5 million personalized financial plans on its platform.
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Article:
Conquest Planning, a leading provider of financial planning technology based in Winnipeg, Manitoba, Canada, has recently announced a significant milestone in its growth journey. The company successfully raised $80 million in Series B funding, with Growth Equity at Goldman Sachs Alternatives leading the round. This funding injection marks a significant step forward for Conquest Planning, allowing them to expand their operations and enhance their cutting-edge financial planning software.
Under the leadership of CEO Dr. Mark Evans, Conquest Planning has established itself as a key player in the financial planning software industry. The company’s unique approach to delivering financial advice has resonated with a wide range of users across Canada, the U.S., and the U.K. Leveraging a combination of user-friendly design, streamlined onboarding processes, and data-driven artificial intelligence, Conquest Planning accelerates the delivery of personalized financial plans tailored to each individual’s needs.
In addition to the funding round, Conquest Planning has also attracted new investors such as Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA, alongside existing investors BNY and Portage. This influx of capital brings Conquest Planning’s total funding to over $100 million USD, a testament to the company’s growth and potential in the financial services sector.
With a strong presence in the market, Conquest Planning currently serves over 1,000 financial services organizations, including industry giants like RBC, Manulife, BNY Pershing, and Raymond James. The company’s platform has facilitated the creation of over 1.5 million personalized financial plans, showcasing the widespread adoption and success of Conquest Planning’s innovative approach to financial planning.
As Conquest Planning continues to expand its reach and enhance its technology, the company remains committed to providing top-notch financial planning solutions that empower individuals and organizations to achieve their financial goals. The recent funding round sets the stage for Conquest Planning’s future growth and innovation, solidifying its position as a key player in the financial planning software landscape.
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