Companies / Conquest Planning
Conquest Planning
Conquest Planning is a fintech AI company based in Winnipeg, Manitoba. It had raised C$132.8M as of November 2026, most recently a US$80M Series B in June 2025 led by Goldman Sachs Asset Management.
AI-powered financial planning software.
conquestplanning.com- Founded
- 2018
- Category
- Fintech AI
- Status
- Active
- Disclosed raised
- C$132.8M
Funding history
| Round | Date | Amount | Investors |
|---|---|---|---|
| Series B | Jun 17, 2025 | US$80M | Goldman Sachs Asset Management (lead); Canapi Ventures, Citi Ventures, TIAA Ventures, USAA, BNY, Portage, BDC Growth Venture Fund. C$110M; closed Jun 17, announced Jun 23 2025; includes an undisclosed secondary component; led by Growth Equity at Goldman Sachs Alternatives; Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, USAA new; BNY and Portage returning; total raised over C$140M |
| Series A | Feb 7, 2023 | C$24M | Fidelity (lead). C$24M all-equity Series A closed late 2022, announced Feb 7 2023; led by returning Fidelity International Strategic Investors with other financial-market investors; Precedes the 2025 Series B. |
Founders
- Mark Evans, Founder/CEO.
In the newsletter
Sources
Data as of November 10, 2026.