Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.
The company has raised $80m in a Series B funding round led by Growth Equity at Goldman Sachs Alternatives. The round also drew backing from new investors including Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage participated as well.
The new funding brings Conquest’s total capital raised to over $100m.
Founded in 2018, Conquest’s mission is to make financial planning both accessible and tailored to the individual. Its AI-based Strategic Advice Manager (SAM) is designed to help advisors provide real-time, accurate, and personalised financial guidance by simulating thousands of possible financial scenarios.
With this latest injection of capital, Conquest aims to accelerate its expansion into the US market while continuing to invest in the evolution of its SAM platform. Planned developments include more robust plan analysis capabilities, improved onboarding tools, and dynamic content generation modules to support broader access to quality financial advice.
Conquest’s technology supports advisors at every stage of the client lifecycle, from borrowing and accumulation to retirement and estate planning. Its newest solution, SAM Bytes, targets consumers who may not yet be working with an advisor, allowing firms to build trust with self-directed investors through guided planning on key financial decisions such as debt, investing, or buying a first home.
Growth Equity at Goldman Sachs Alternatives managing director Jade Mandel said, “In periods of macro volatility, the need for a modern, comprehensive and flexible financial planning platform becomes even more pronounced.
“We’re thrilled to partner with Conquest on their Series B as they further expand into the US and continue to empower financial institutions to provide best-in-class financial planning at scale.”
Conquest Planning CEO Dr. Mark Evans said, “The era of inefficient and inaccurate trial-and-error-based financial planning is over.
“As investors are demanding greater personalization in all aspects of their financial lives, we’ve unlocked the power of automation and real-time intelligence to bring the advice industry into the modern age. Conquest makes it possible for investors at any stage of life to get the financial advice they deserve. We’re grateful to our partners for embracing our commitment to making high-quality advice more accessible to a broader range of families.”
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