Conquest Planning

Raised $80M in a Series B round, announced 23 June 2025.

Total raised
$80M

Latest round Series BCountry CanadaSector AI

Round

$80MSeries B, 23 June 2025

Funds US expansion and broader access to personalized AI-powered financial plans.

Amount
$80M
Stage
Series B
Announced
23 June 2025
Lead
Growth Equity at Goldman Sachs Alternatives
Other investors
Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, USAA, BNY, Portage
Use of funds
Funds US expansion and broader access to personalized AI-powered financial plans.
Checked
Announced by the company
Sources
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Pers businesswire.com
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Pers businesswire.com
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Company

AI financial planning software used by advisors and banks

Based in
Toronto, Canada
Sector
AI
Website
conquestplanning.com ↗

Links

Website
conquestplanning.com ↗

Questions

How much has Conquest Planning raised?

Conquest Planning raised $80M in a Series B round, announced on 23 June 2025.

Who invested in Conquest Planning?

Growth Equity at Goldman Sachs Alternatives led. Investors include Growth Equity at Goldman Sachs Alternatives, Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures and USAA.