Conquest Planning
PrivateLast Round
Series B
Jun 23, 2025
Total Funding Raised
$106.05M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Conquest Planning is a fintech company that develops an AI-powered financial planning platform designed to provide personalized financial advice.
Sector
FinTech
Verticals
Wealth Management, Financial Data
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 Comparables
Compare Conquest Planning with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| RightCapital | 84% | |
| Asset-Map | 82% | |
| InvestCloud | 81% |
Conquest Planning Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jun 23, 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 |
|---|---|
| Royal Bank Of Canada | Series A |
| Fidelity International Strategic Ventures | Seed, Series A |
| IGM Financial | Seed |
| Citi Ventures | Series B |
| Eight Roads Ventures | Seed |
| BDC Capital | Series B |
| Portage | 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.
Recent news
Latest coverage and updates
- launchesSep 15, 2026
Conquest Planning Inc. announces a self-serve offering that gives independent advisors and RIAs with 10 or fewer advisors direct digital access to its Strategic Advice Manager (SAM) platform, which provides verifiable AI-powered financial guidance; the offering is in select testing on Sep 15th '26, with broader U.S. availability planned for the near future.
- integrates_withSep 14, 2026
On Sep 14th '26 in Manitoba, Conquest Planning Inc. integrates with Jump to help advisors incorporate verifiable planning capabilities into a more connected technology experience, with the integration available at launch.
- integrates_withJul 28, 2026
On Jul 28th '26, Conquest Planning Inc. integrates Shaping Wealth's Lydia into its experience to combine AI-powered financial advice with behavioral intelligence and help advisors communicate recommendations with greater empathy and impact in Canada.
- recognized_asJul 23, 2026
CNBC names Conquest Planning Inc. one of its World's Top Fintech Companies of 2026, a list recognizing 500 global fintech companies across eight market segments, on Jul 23rd '26 in Canada.
Conquest Planning Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Conquest Planning's valuation, stock price, and market status.
Is Conquest Planning a public or private company?
Conquest Planning is a private company.
What is the current stock price of Conquest Planning?
Conquest Planning is a private company, so its shares have no public market price. Caplight tracks Conquest Planning's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Conquest Planning worth (valuation)?
Valuation information for Conquest Planning is not publicly available.
Can I buy Conquest Planning stock?
Conquest Planning shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Conquest Planning's last funding round?
Conquest Planning's most recent funding round was Series B on June 23, 2025.
Who are the main investors in Conquest Planning?
Key investors in Conquest Planning include Fidelity International Strategic Ventures, Eight Roads Ventures, Goldman Sachs Alternatives, Goldman Sachs Alternatives.
Will Conquest Planning IPO soon?
No public IPO plans have been announced for Conquest Planning.
How can I track Conquest Planning secondary market activity?
Caplight tracks bids, offers, and trades in Conquest Planning's shares on secondary markets.