Conquest Planning
AI financial planning engine generating verifiable plans in minutes
Conquest Planning's Strategic Advice Manager builds and prioritises financial plans for advisors, alongside a behavioural-finance agent and an MCP offering. It sells to advisors and institutions and offers a consumer product for those without an advisor.
GAII take
Best-funded AI-first planning engine; challenge is displacing entrenched planning software in US enterprises.
Best-funded AI-first planning engine; challenge is displacing entrenched planning software in US enterprises.
- Website
- conquestplanning.com
- Headquarters
- Winnipeg, Canada
- Founded
- 2018
- Company type
- Scale-up
- Funding
- $100M · Series B
- Latest round
- Series B · $80M · Jun 2025
- Status
- Active
- Founders
- Mark Evans
- Investors
- Goldman Sachs Alternatives, Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, BNY
- Buyer
- Wealth managers & RIAsRetail investors
- Asset class
- Multi-asset
- Workflow
- Portfolio constructionReporting & IR
- Ai capability
- Agents & automationGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0113 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.