Conquest Planning vs Capitolis
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.
Capitolis is a capital markets fintech platform — $358M raised, $1.6B valuation — enabling banks and buy-side firms to optimize balance sheets, novate trades, and access new counterparties through a multilateral marketplace.
About
Capitolis is a New York-based fintech company that operates a capital marketplace enabling financial institutions to optimize their balance sheet usage, reduce risk-weighted assets, and access more diversified sources of capital. Founded in 2017 by Gil Mandelzis and Tom Glocer, the company targets the structural inefficiencies in capital markets where large dealer banks hold excess concentrations of risk while buy-side institutions and smaller banks have underutilized capacity.
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