Conquest Planning
Winnipeg
About Conquest Planning
Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self-service, collaborative hybrid, and traditional advisor-led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generates personalized strategies and adjusts plans using client data and tax-aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal-based conversations without replacing human expertise.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $10K – $50K
- Total funding: $108.5M
- Funding stage: Early Stage Venture
- Last round: Series B (Jun 2025)
- Website: conquestplanning.com
- Phone: [email protected]
Industries & Categories
Artificial Intelligence (AI), Financial Services, FinTech
Social Profiles
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