Conquest Planning vs Workday Adaptive Planning
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.
Workday (NASDAQ: WDAY) cloud FP&A platform acquired for $1.55B serving 6,000+ organizations with collaborative budgeting and scenario modeling; competing with Anaplan and OneStream for enterprise finance planning.
About
Workday Adaptive Planning is Workday's (NASDAQ: WDAY) cloud-based financial planning and analysis (FP&A) platform — acquired by Workday in 2018 for $1.55 billion — providing collaborative budgeting, forecasting, scenario modeling, and management reporting for finance teams at mid-market and enterprise organizations. Part of Workday's $8.4 billion revenue platform (fiscal year 2025), Adaptive Planning serves finance and FP&A professionals at 6,000+ organizations including Netflix, The Salvation Army, and Boston Scientific for planning workflows that replace Excel-based budgeting models with connected, version-controlled plans that multiple users can update simultaneously.
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