Conquest Planning vs AppZen
Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
About
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.
$180M Series D in 2026. Agentic AI for enterprise finance teams — expense audits, invoices, and procurement. Amazon, Salesforce, and Intuit are customers.
About
AppZen is one of the earliest AI-native finance platforms and is now positioned as a category leader for agentic finance — AI agents that automate expense audits, invoice processing, and procurement review for Fortune 500 enterprises. The product handles the high-volume, rules-based work that traditionally required large finance ops teams.
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