Brand Intelligence Graph
Company Overview
About Conquest Planning
Conquest Planning is an AI-powered financial planning software platform that has captured 60%+ of the Canadian financial advisor market and is now executing a US expansion funded by an $80 million Series B led by Goldman Sachs Alternatives in June 2025. Citi Ventures and TIAA Ventures co-invested, with existing customers RBC, Manulife, BNY Pershing, and Raymond James participating as strategic partners.
Business Model & Competitive Advantage
The platform's SAM (Scenario Analysis Model) engine runs thousands of financial plan scenarios in real time — a computational approach that enables genuinely personalized financial plans at scale rather than the template-based projections that dominate legacy planning software. This real-time scenario modeling allows advisors to immediately respond to client questions ("what if I retire 3 years early?") with dynamically recalculated outcomes across tax, investment, insurance, and estate planning dimensions.
Competitive Landscape 2025–2026
Goldman Sachs Alternatives leading the round is the strongest possible institutional signal for an enterprise software company targeting financial services: Goldman brings not only capital but direct distribution through its advisor-facing businesses and regulatory credibility that accelerates enterprise procurement at banks and insurance companies. The Canadian market leadership provides a proven enterprise go-to-market playbook that translates directly to US institutions.
Key Differentiators
Emerging Innovator
Conquest Planning is an emerging player bringing innovative solutions to the Fintech market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
Similar Brands
NetSuite
NetSuite is a San Mateo, California and Austin, Texas-based cloud enterprise resource planning (ERP) platform and business unit of Oracle Corporation (NYSE: ORCL) — serving over 40,000 customers in 21
Dext
Dext is a London-based bookkeeping automation platform, formerly known as Receipt Bank, that provides receipt capture, expense management, and document processing tools for accountants, bookkeepers, a
Cash App
Cash App is a San Francisco, California-based digital banking and payments platform — operated by Block, Inc. (NYSE: SQ, formerly Square) — providing 57 million monthly active users with a comprehensi
Biconomy
Biconomy is a Web3 infrastructure platform focused on making decentralized applications usable by mainstream audiences who are not familiar with cryptocurrency gas mechanics. Its core product implemen
HSBC
HSBC is one of the world's largest and most internationally connected banks, founded in 1865 in Hong Kong and Shanghai to finance trade between Europe and Asia and now headquartered in London, United
Ripple
Ripple is a San Francisco-based fintech company that leverages blockchain technology to enable fast, low-cost cross-border payments for financial institutions, payment providers, and businesses worldw
Compare Conquest Planning with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Claim This Profile
Are you from Conquest Planning? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim Conquest Planning Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Conquest Planning vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →