The Canadian AI Index

Companies / Conquest Planning

Conquest Planning

AI-powered financial planning software.

conquestplanning.com
Founded
2018
HQ
Winnipeg, MB
Category
Fintech AI
Status
Active
Disclosed raised
C$137.2M

Funding history

RoundDateAmountInvestors
Series BJun 17, 2025 US$80MGoldman 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 AFeb 7, 2023 C$24MFidelity (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. Primary not found: BetaKit and The Logic

Founders

Sources

Data as of September 26, 2026. Suggest a correction