Conquest Planning Inc. raised $80 million in Series B funding led by Goldman Sachs to accelerate U.S. expansion and enhance its AI-based financial planning platform.
Amount Raised
$80 Million
Round Type
Series B
WinnipegFinancial ServicesSoftwareFinanceFintechInvestors
Description
Conquest Planning Inc. has raised $80 million USD in Series B funding led by Growth Equity at Goldman Sachs Alternatives. New investors include Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA. Existing investors BNY and Portage also participated, bringing total funding to over $100 million USD
Quick answer
Conquest Planning raised $80 Million in a Series B round, dated June 23, 2025. Investors: Citi Ventures, TIAA Ventures, Canapi Ventures, BDC Capital, Usaa, Bny, Portage and Goldman Sachs. Conquest Planning is based in Winnipeg, Manitoba, Canada.
- How much did Conquest Planning raise?
- Conquest Planning raised $80 Million in a Series B round on June 23, 2025.
- Who invested in Conquest Planning?
- Citi Ventures, TIAA Ventures, Canapi Ventures, BDC Capital, Usaa, Bny, Portage and Goldman Sachs 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.
- QI Tech raised $63M (Series B) on July 31, 2025.
- Quavo raised $300M on July 23, 2025.
- two raised $15M (Funding Round) on July 11, 2025.
- I Capital raised $820M (Funding Round) on July 10, 2025.
- DailyPay raised $200M (Funding Round) on July 7, 2025.
- Parabolic Technologies, Inc. raised $2.2M (Seed) on June 30, 2025.
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
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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.
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