# Conquest Planning

**Source:** https://geo.sig.ai/brands/conquest-planning  
**Vertical:** Fintech  
**Subcategory:** AI Financial Planning Software  
**Tier:** Emerging  
**Website:** conquestplanning.com  
**Last Updated:** 2026-04-14

## Summary

Raised $80M Series B (Jun 2025) led by Goldman Sachs Alternatives with Citi Ventures and TIAA Ventures. Serves 60%+ of Canadian advisor market. US expansion underway. Real-time scenario AI engine.

## Company Overview

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.

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.

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.

## Frequently Asked Questions

### What does Conquest Planning do?
AI financial planning software — SAM engine runs thousands of real-time scenario calculations for personalized plans. Serves 60%+ of Canadian advisors. US expansion with Goldman Sachs backing.

### How much has Conquest raised?
$80M Series B led by Goldman Sachs Alternatives with Citi Ventures and TIAA Ventures in June 2025.

### Who are Conquest's enterprise clients?
RBC, Manulife, BNY Pershing, and Raymond James — major banks and distributors across Canada and US.

### What is the SAM engine?
Scenario Analysis Model — runs thousands of financial plan scenarios in real time so advisors can immediately answer 'what if' questions (early retirement, job change, etc.) with dynamically recalculated outcomes.

### How does Conquest Planning use AI in financial planning?
Conquest Planning's AI engine analyzes a client's full financial picture to generate personalized planning strategies and recommendations, surfacing opportunities and optimizations that a human planner might take much longer to identify manually.

### Does Conquest Planning replace or support financial advisors?
Conquest Planning is designed to augment financial advisors, not replace them. It automates time-consuming analysis and plan generation, freeing advisors to spend more time on client relationships and complex decision-making.

### What financial planning areas does Conquest Planning cover?
Conquest Planning covers retirement planning, tax optimization, estate planning, insurance analysis, debt management, and investment strategy — providing a comprehensive view of a client's financial situation across all major planning dimensions.

### How does Conquest Planning handle regulatory compliance for advisors?
Conquest Planning maintains audit trails of planning recommendations and client interactions, helping advisory firms meet documentation requirements for regulators and demonstrate fiduciary compliance in client engagements.

## Tags

b2b, fintech, saas

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*Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*