Canadian fintech Conquest Planning has raised $80 million in Series B funding, marking a major milestone in its journey.
This round was led by Growth Equity at Goldman Sachs Alternatives, reaffirming the rising interest in AI-powered financial planning.
Conquest Planning’s AI engine, known as Strategic Advice Manager (SAM), creates personalized plans for advisors and clients using dynamic data inputs.
Thanks to its intelligent framework, the platform has generated nearly 1.5 million plans since its inception in 2018.
A Power-Packed Investor Lineup and Board Expansion
The funding round included support from Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA, along with prior investors.
Existing backers like BNY and Portage doubled down, reflecting continued confidence in Conquest Planning’s vision and performance.
Notably, Jade Mandel from Goldman Sachs Alternatives will now join Conquest’s board, adding strategic depth to their leadership.
This move signals increasing collaboration between established financial players and emerging fintech leaders.
Fueling Cross-Border Growth in AI Financial Planning
The newly raised capital will help Conquest Planning expand across the US and strengthen its capabilities in automated advice delivery.
With this Series B, total funding now exceeds $100 million, including a $24M Series A from 2023 led by Fidelity Ventures.
While the company originated in Winnipeg, its reach now spans over 1,000 financial advisors in Canada, the US, and the UK.
It aims to streamline onboarding, enrich plan analysis, and enhance client engagement with dynamic, AI-generated content tools.
As the platform grows, it seeks to become the preferred choice in the competitive AI financial planning space.
How SAM Powers Personalized Planning Experiences
The SAM platform simplifies complex planning by using algorithms to adjust financial goals based on client needs and real-time data.
It empowers advisors to build tailored, transparent plans efficiently, reducing friction and improving outcomes in wealth conversations.
Moreover, SAM supports goal tracking, scenario modeling, and compliance — features that resonate with both large institutions and boutique firms.
Because client expectations are changing fast, AI financial planning solutions like Conquest’s are now in high demand globally.
Why Conquest Planning’s Growth Matters
Conquest Planning’s momentum shows how AI is transforming financial advice, turning old processes into intelligent, responsive systems.
Although many fintechs pitch digital tools, few combine deep AI planning capabilities with advisor-first usability like Conquest does.
Thanks to this round, it can now scale product features, grow its team, and deepen advisor relationships in multiple markets.
In the evolving fintech space, Conquest Planning is proving that AI financial planning is more than a trend — it’s the future.
Conclusion: A Defining Moment for AI Financial Planning
With $80M secured, Conquest Planning is set to reshape how advisors deliver personalized, AI-powered financial guidance at scale.
Backed by industry giants and innovation-friendly investors, it’s poised to lead the AI financial planning movement globally.