Conquest Planning
PrivateLast Round
Series B
Jun 23, 2025
Total Funding Raised
$106.05M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Conquest Planning is a fintech company that develops an AI-powered financial planning platform designed to provide personalized financial advice.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Financial Data, API Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Conquest Planning Comparables
Compare Conquest Planning with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| RightCapital | 84% | |
| Asset-Map | 82% | |
| InvestCloud | 81% |
Conquest Planning Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jun 23, 2025 | ||||
| Series A | Feb 7, 2023 | ||||
| Seed | Jul 21, 2021 | ||||
| Seed | Feb 19, 2020 |
Key People
Founding team and executive leadership
Conquest Planning Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Royal Bank Of Canada | Series A |
| Fidelity International Strategic Ventures | Seed, Series A |
| IGM Financial | Seed |
| Citi Ventures | Series B |
| Eight Roads Ventures | Seed |
| BDC Capital | Series B |
| Portage | Series B, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 13, 2026
Recognized among 100 standout companies globally for innovation.
- Mar 18, 2026
Claims to be the market dominant software provider in Canada.
Recent news
Latest coverage and updates
- launchesSep 15, 2026
Conquest Planning Inc. launches self-serve offering.
- integrates_withSep 14, 2026
Conquest Planning Inc. integrated with Jump on Sep 14th '26.
- integrates_withJul 28, 2026
Conquest Planning Inc. integrated with Shaping Wealth on Jul 27th '26.
- recognized_asJul 23, 2026
Conquest Planning Inc. recognized as World's Top Fintech Companies of 2026 on Jul 23rd '26.
Conquest Planning Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Conquest Planning's valuation, stock price, and market status.
Is Conquest Planning a public or private company?
Conquest Planning is a private company.
What is the current stock price of Conquest Planning?
Conquest Planning is a private company with no public stock price. No recent secondary market data is available.
How much is Conquest Planning worth (valuation)?
Valuation information for Conquest Planning is not publicly available.
Can I buy Conquest Planning stock?
Conquest Planning shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Conquest Planning's last funding round?
Conquest Planning's most recent funding round was Series B on June 24, 2025.
Who are the main investors in Conquest Planning?
Key investors in Conquest Planning include Fidelity International Strategic Ventures, Goldman Sachs Alternatives, Goldman Sachs Alternatives.
Will Conquest Planning IPO soon?
No public IPO plans have been announced for Conquest Planning.
How can I track Conquest Planning secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Conquest Planning's secondary market activity and sign up for updates.