Conquest Planning vs Plata
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.
Raised $250M Series B at $3.1B valuation (2025). Banking license approved. 2M+ active users. Issues ~10% of all new credit cards in Mexico. Full-stack digital bank in 2026.
About
Plata is Mexico's fastest-growing digital bank, launched in April 2023 and scaled to 2 million+ active users, 3,000+ employees, and approximately 10% of all new credit card issuances in Mexico within two years. The company raised $250 million in Series B financing at a $3.1 billion valuation, secured a banking license in December 2024, and is evolving into a full-stack digital bank in 2026 — adding SME lending, savings accounts, and cross-border products.
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