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.
Open Positions
Reddit Discussions
Key Differentiators
Emerging Innovator
Conquest Planning is an emerging player bringing innovative solutions to the Fintech market.
Frequently Asked Questions
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