Conquest Planning builds AI-powered financial planning software (its Strategic Advice Manager, or SAM) that performs thousands of calculations to generate personalized, dynamic financial plans for advisors and end clients. The platform supports banks, brokerages, wirehouses, insurance firms and pension providers and is used by more than 1,000 financial services organizations. Conquest offers features for onboarding, robust plan analysis, dynamic content creation, and estate and legacy planning to serve both retail and generationally wealthy families. The company has launched SAM Bytes to engage self-directed investors and foster advisor relationships during key planning moments. Conquest says it counts more than 60% of the Canadian financial advisor market as users, is rapidly gaining adoption in the U.S. and U.K., and has nearly 1.5 million plans created on its platform. It plans to use new funding to accelerate U.S. expansion and continue evolving its AI planning capabilities. Conquest Planning is a product-led financial planning software company founded in 2018 and based in Winnipeg, Manitoba. Its core product is an intuitively designed platform that uses data-driven AI and an AI-based strategic advice manager (SAM) to help advisors build flexible, hyper-personalized financial plans quickly. The platform aims to reduce the time advisors spend creating plans and to improve interoperability with CRM and other tech stacks. Conquest has forged relationships with tens of thousands of advisors in Canada and is expanding into the United States and the United Kingdom. The company serves retail investors and high-net-worth families by making personalized planning accessible at scale. Most recently it raised $24 million (CAD) in a Series A and has almost $35 million (CAD) in total funding to date to support UX investments and international expansion. Conquest Planning is building AI-driven financial planning software designed to help advisors and consumers understand the impact of financial decisions and create personalized plans. The company aims to simplify and modernize a complex planning process to make it more approachable. Conquest plans to bring its product to market later this year and to expand its current team of around 20 employees in advance of launch. The startup was founded in 2018 and is based in Manitoba. Mark Evans, president and CEO and former head of EISI, leads the company and emphasizes increasing accessibility to financial planning. Financially, Conquest has raised seed capital to support its market entry and growth plans.

Total raised

$100M

Funding rounds

3

Latest round

Series B

Latest activity

Jun 2025