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Conquest Planning Secures $80M to Revolutionize Financial Advising

6/26/2025

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Summary

Story summary

Conquest Planning, a Canadian company, raised $80 million in Series B funding from Goldman Sachs Alternatives.
Total funding now surpasses $100 million, focusing on enhancing AI-driven financial planning in the US.
Their software enables financial advisors to provide personalized advice more effectively.
Conquest supports over 1,000 financial organizations and has developed nearly 1.5 million plans.

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Story summary

Conquest Planning, a Canadian company, raised $80 million in Series B funding from Goldman Sachs Alternatives.
Total funding now surpasses $100 million, focusing on enhancing AI-driven financial planning in the US.
Their software enables financial advisors to provide personalized advice more effectively.
Conquest supports over 1,000 financial organizations and has developed nearly 1.5 million plans.