Conquest Planning
PrivateLast Round
Series B
Jun 24, 2025
Total Funding Raised
$107.75M
Company Overview
Conquest Planning is a fintech company that develops an AI-powered financial planning platform designed to provide personalized financial advice.
Sector
Enterprise Software
Verticals
Wealth Management, Vertical SaaS, Business Intelligence, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Conquest Planning Comps
Public and private peers based on sector, stage, and business model.
Conquest Planning Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jun 24, 2025 | ||||
| Series A | Feb 7, 2023 | ||||
| Seed | Jul 21, 2021 | ||||
| Seed | Feb 19, 2020 |
Key People
Founding team and executive leadership
Conquest Planning Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| RBC | Series A |
| Fidelity International Strategic Ventures | Seed, Series A |
| IGM Financial | Seed |
| Citi Ventures | Series B |
| BDC Capital | Series B |
| Portage | Series B, Series A |
| BNY Mellon | Series B, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 13, 2026
Recognized among 100 standout companies globally for innovation.
- Mar 18, 2026
Claims to be the market dominant software provider in Canada.
Conquest Planning Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Conquest Planning's valuation, stock price, and market status.
