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§ Private Profile · Winnipeg, MB, Canada
AI-driven financial planning platform for advisors and institutions, enabling personalized, efficient, scalable advice.
Based in Winnipeg, Manitoba, Conquest Planning develops an AI-driven financial planning software platform that enables advisors to deliver personalized, scalable wealth management advice to their clients. The enterprise software-as-a-service company has achieved over 60 percent market penetration in Canada and currently supports more than 60,000 advisors across over 1,000 financial institutions. To date, the platform has facilitated the creation of over two million financial plans for users across the Canadian, United States, and United Kingdom markets. Its technology is utilized by major financial services firms, including RBC, Wealthsimple, and BMO. The company has raised approximately $145 million CAD in total funding, most recently securing a $110 million CAD Series B round backed by institutional investors such as Portage and Fidelity International Strategic Ventures. Conquest Planning was originally founded in 2018 by Dr. Mark Evans.
Conquest Planning has raised $109.0M across 4 funding rounds.
Conquest Planning has raised $109.0M in total across 4 funding rounds.
Conquest Planning has raised $109.0M across 4 funding rounds. Most recently, it raised $80.0M Series B in June 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jun 1, 2025 | $80M Series B | Jade Mandel | Babel Ventures, DuContra Ventures, Jenny Fielding, Scott Hartley, Portage Ventures, Rebel Fund, Howard Lindzon, RON Pragides, BDC Capital, Ainslie Simmonds, Citi Ventures, Portage, TIAA Ventures, USAA | Announced |
| Feb 1, 2023 | $18M Series A | Fidelity International Strategic Ventures | Babel Ventures, DuContra Ventures, Jenny Fielding, Scott Hartley, Portage Ventures, Rebel Fund, Howard Lindzon, RON Pragides, Ainslie Simmonds, Portage, Barrie Laver | Announced |
| Jul 1, 2021 | $8M Seed | — | Babel Ventures, DuContra Ventures, Jenny Fielding, Scott Hartley, Portage Ventures, Rebel Fund, Howard Lindzon, RON Pragides | Announced |
| Feb 1, 2020 | $3M Seed | Michael SIM, Adam Felesky | Babel Ventures, DuContra Ventures, Jenny Fielding, Scott Hartley, Portage Ventures, Rebel Fund, Howard Lindzon, RON Pragides | Announced |
Conquest Planning is a financial technology company founded in 2018 and headquartered in Winnipeg, Manitoba, Canada, with offices in the UK and USA. It develops an AI-powered financial planning platform that democratizes access to personalized financial advice across the wealth spectrum, from mass-market clients to ultra-high-net-worth individuals, serving financial institutions, wealth management firms, banks, insurance companies, and pension providers.[1][2][3][5]
The platform's core product, Conquest, uses advanced analytics, real-time collaboration, and the AI-driven Strategic Advice Manager (SAM) to generate hyper-personalized plans 90% faster, increasing high-value client onboards (e.g., from 12% to 26% bringing $1M+ in assets) and enabling 4x more plans created. It solves the gap in accessible, efficient financial advice by supporting goal-based planning, compliance, client engagement, and strategies tailored to client resources, preferences, and life stages like debt management, retirement, estate planning, and business succession, with over 1 million plans created to date.[1][3][5][6]
Conquest Planning was founded in 2018 by a team of financial technology veterans, including President and CEO Dr. Mark Evans, who in the early 1990s developed one of the most comprehensive financial planning software solutions of that era. After a successful exit in 2011, the founders observed a widening technology and client experience gap in financial services, where expectations for faster, more efficient, and personalized experiences lagged behind other industries.[1][4]
This insight drove the creation of a product-led company built on the belief that every person deserves great financial advice. Early traction came from its intuitive design, simple onboarding, and data-driven AI, quickly gaining adoption among firms like IG Wealth Management for digital transformation and partners like PlannrCRM for workflow optimization.[3][4][6]
Conquest Planning rides the wave of AI-driven fintech democratization, addressing longevity risks, digital transformation in wealth management, and the demand for scalable, personalized advice amid rising life expectancies and complex client needs. Its timing aligns with post-pandemic shifts toward digital client experiences and regulatory pressures for compliance and engagement, where traditional tools fall short.[3][5][6][7]
Market forces like AI adoption in finance (e.g., for stress-tested planning) and partnerships with firms like IG and Manulife favor its growth, influencing the ecosystem by enabling advisors to serve more clients efficiently—surpassing 1 million plans—and setting standards for holistic, client-centric platforms that bridge mass-market to HNW segments.[3][6]
Conquest Planning, with $46.5M in funding including a recent $18M round, 124 employees, and rapid milestones like 1 million plans, is poised for accelerated expansion into global markets and deeper AI enhancements for longevity-focused planning. Trends like AI fiduciary tools, open ecosystems, and hybrid advisor-client models will shape its trajectory, potentially evolving its influence by powering more firms' digital advice at scale and redefining accessible wealth management.[1][6]
This positions Conquest as a conquest in fintech's advice revolution, fulfilling its founding mission to make great financial planning universal.
Conquest Planning has raised $109.0M in total across 4 funding rounds.
Conquest Planning's investors include Jade Mandel, Babel Ventures, DuContra Ventures, Jenny Fielding, Scott Hartley, Portage Ventures, Rebel Fund, Howard Lindzon, Ron Pragides, BDC Capital, Ainslie Simmonds, Citi Ventures.