Key facts
- It has raised $136.7M; the latest was Later Stage VC ($110.0M) in Sep 2025.
- Notable investors include BDC Capital, Citi Ventures, Portage, Goldman Sachs Growth Equity, Canapi Ventures — 13 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 13 names
- ·Watchlist + deal alerts for Conquest Planning
- ·The full record, as it builds
Funding rounds
No funding rounds for Conquest Planning are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Conquest Planning
Developer of a financial planning platform designed to democratize access to personalized financial advice across all levels of wealth. The company's platform offers an AI-powered planning engine, co-planning tools, and integration with existing systems, enabling financial institutions, banks and wealth management firms to deliver personalized, efficient and scalable financial planning experiences.
- Sector
- Information Technology
- HQ
- Winnipeg, Canada
- Founded
- 2018
- Employees
- 169
- Website
- conquestplanning.com/
- Ownership
- Privately Held (backing)
Conquest Planning doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Conquest Planning shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Conquest Planning in its N-PORT filings yet. We sweep new filings monthly.