Conquest Planning Inc.

Powerful, accurate, intelligent financial planning software

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General Information
Company Name
Conquest Planning Inc.
Founded Year
2018
Location (Offices)
Winnipeg, Canada +1
Founders / Decision Makers
Tom Burmeister - VP, US Distribution Paul Thiessen - Chief Technology Officer Mark Evans - Co-Founder, President & Chief Executive Officer
Number of Employees
141
Industries
Financial Services, Fintech
Funding Stage
Series A
Social Media

Conquest Planning Inc. - Company Profile

Conquest Planning Inc. is a leading financial planning software company that is headquartered in Canada with offices also in the UK and USA. Founded in 2018, the company has garnered attention with its powerful, accurate, and intelligent financial planning software. The team behind Conquest Planning comprises financial technology veterans with over 30 years of experience in the financial planning software space. The company is driven by the belief that everyone deserves access to great financial advice, and their product reflects this philosophy.

Conquest Planning's product stands out with its intuitively designed interface, a simple onboarding process, and data-driven artificial intelligence. Its user base leverages these features to speed up the delivery of beautifully designed, hyper-personalized financial plans.

On 07 February 2023, Conquest Planning secured a significant $24.00M Series A investment from notable investors including BNY Mellon, Fidelity International Strategic Ventures, Royal Bank of Canada, and Portage Ventures. This investment is a testament to the company's potential and is expected to further fuel its growth and innovative endeavors within the Financial Services and Fintech industries.

For more information about Conquest Planning, visit www.conquestplanning.com.

Taxonomy: financial planning software, Canada, UK, USA, product-led company, data-driven, intuitive design, personalized financial plans, founded in 2018, purpose-driven approach, onboarding process, track record, veterans in financial technology

Funding Rounds & Investors of Conquest Planning Inc. (3)

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Funding Stage Amount No. Investors Investors Date
Series A $24.00M 4
Fidelity International Strategic Ventures, investor in Conquest Planning Inc.'s Series A round Royal Bank of Canada, investor in Conquest Planning Inc.'s Series A round Portage Ventures, investor in Conquest Planning Inc.'s Series A round
BNY 		07 Feb 2023
Seed Round $7.50M 3
Fidelity International Strategic Ventures, investor in Conquest Planning Inc.'s Seed Round round Portage Ventures, investor in Conquest Planning Inc.'s Seed Round round
IGM Financial 		21 Jul 2021
Seed Round $3.00M 3
Eight Roads Ventures, investor in Conquest Planning Inc.'s Seed Round round Fidelity International Strategic Ventures, investor in Conquest Planning Inc.'s Seed Round round Portage Ventures, investor in Conquest Planning Inc.'s Seed Round round
19 Feb 2020

Latest News of Conquest Planning Inc.

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No recent news or press coverage available for Conquest Planning Inc..

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