What is Conquest Planning?
Conquest Planning specializes in developing financial planning software designed to streamline the process for advisors and planners. Their platform enables faster plan building and enhances client collaboration, positioning the company as a key player in the wealth management technology space. The company's focus on efficiency and client engagement addresses a critical need within the financial services industry, aiming to modernize how financial advice is delivered.
How much funding has Conquest Planning raised?
Conquest Planning has raised a total of $126.5M across 5 funding rounds:
Angel/Seed
$3M
Unspecified
$7.5M
Series A
$18M
Series A
$18M
Series B
$80M
Angel/Seed (2020): $3M with participation from Portag3 Ventures and Eight Roads
Unspecified (2021): $7.5M led by IGM Financial, Portage Venture Partners, and Fidelity International Strategic Ventures
Series A (2023): $18M supported by Fidelity, RBC, and BNY Mellon
Series A (2023): $18M featuring Fidelity, RBC, and BNY Mellon
Series B (2025): $80M backed by CenterHarbor Canapi Ventures Investment Advisor, Massachusetts Business Development, Portage Mutual Insurance, TIAA, USAA, BNY, Goldman Sachs, and Citi
Key Investors in Conquest Planning
Portag3 Ventures
Portag3 Ventures is an early-stage investor focused on backing innovative global financial services companies, particularly those aiming to benefit consumers.
Eight Roads
Eight Roads is a global investment firm that backs ambitious entrepreneurs and companies across various sectors, including technology and healthcare.
Fidelity International Strategic Ventures
Fidelity International Strategic Ventures is an investment platform dedicated to redefining wealth management through strategic support and fintech expertise, partnering with innovative founders in the financial technology sector.
What's next for Conquest Planning?
With its recent Series B financing, Conquest Planning is poised for significant expansion and product development. The substantial capital raised, including the latest $80M, will likely fuel advancements in its software capabilities, market penetration, and strategic partnerships. This funding round, characterized as a major strategic investment, suggests a focus on scaling operations and solidifying its market position. The company's trajectory indicates a move towards becoming a dominant force in financial planning technology, potentially exploring new service offerings and expanding its reach to a broader client base.
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