Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in Series B funding led by Growth Equity at Goldman Sachs Alternatives. The round attracted additional new investors, including Canapi Ventures, a venture capital firm investing in early to growth-stage software and fintech companies, as well as BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage also participated in the round, which brings Conquest’s total funding to over $100 million USD.