Conquest Planning vs Palla
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.
B2B cross-border payment API for US-to-LATAM remittance at 1-1.5% FX vs 8% traditional; $14.5M YC W21-backed with 30+ bank partners reaching 150M+ customers competing for $65B remittance corridor.
About
Palla is a Miami-based cross-border payments infrastructure company providing instant P2P payment rails from the US to Latin American and Caribbean countries — through a B2B API platform, white-label mobile apps, and embeddable payment components that banks and financial institutions use to offer their customers competitive remittance services. A Y Combinator W21 graduate, Palla raised $14.5 million in Series A funding led by Revolution Ventures, partnered with 30+ financial institutions representing 150 million+ customers across LATAM and the Caribbean, and charges a 1-1.5% FX markup versus the 8% average for traditional cash remittance.
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