Amount Raised
C$24 Million
Round Type
Series A
WinnipegFinancial ServicesSoftwareFinanceFintechInvestors
Description
Fidelity International Strategic Ventures led the round with participation from Portage, BNY Mellon and Royal Bank of Canada.
Quick answer
Conquest Planning raised C$24 Million in a Series A round, dated February 8, 2023. Investors: Royal Bank Of Canada, BNY Mellon, Portage and Fidelity International Strategic Ventures. Conquest Planning is based in Winnipeg, Manitoba, Canada.
- How much did Conquest Planning raise?
- Conquest Planning raised C$24 Million in a Series A round on February 8, 2023.
- Who invested in Conquest Planning?
- Royal Bank Of Canada, BNY Mellon, Portage and Fidelity International Strategic Ventures are named as investors in this round.
- What does Conquest Planning do?
- Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice.
- Where is Conquest Planning based and how big is it?
- Conquest Planning is based in Winnipeg, Manitoba, Canada. Fundz records about 153 employees.
- Who are the decision-makers at Conquest Planning?
- Fundz holds 1 contact at Conquest Planning, including the Chief Technology Officer. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Finance around the same time
Companies in the same sectors as Conquest Planning that raised within 45 days of this round, from Fundz verified event records.
- Streamex Corp. raised $1.5M (Seed) on March 24, 2023.
- two raised $19M (Series A) on March 21, 2023.
- Streamex Corp. raised $2.5M (Seed) on March 14, 2023.
- Streamex Corp. raised $603K (Seed) on February 8, 2023.
- Streamex Corp. raised $2M (Seed) on February 3, 2023.
- Streamex Corp. raised $234K (Seed) on January 25, 2023.
Who to call at Conquest Planning, and when
A new round usually means Conquest Planning is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Conquest Planning raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Conquest Planning, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Conquest Planning. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Conquest Planning raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Funding Insights
What this usually meansConquest Planning raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.