CANADA – Conquest Planning, a Winnipeg, Canada-based provider of a technology platform for financial planning, raised CAD$24M in Series A funding.
The round was led by Fidelity International Strategic Ventures, with participation from Portage BNY Mellon and Royal Bank of Canada (“RBC”). The company intends to use the funds to for growth and investments in its platform user experience, as well as its ongoing expansion into key markets such as the United States and United Kingdom.Established in 2018 and led by CEO Dr. Mark Evans, Conquest Planning simplifies the financial planning process for advisors and makes personalized planning accessible for all consumers, adding tangible value for retail investors and high-net-worth families alike. Its financial planning software enables users to leverage simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of personalized financial plans, which can be readily tailored and modeled to evolve in line with end clients’ changing life circumstances, objectives, priorities and risk tolerances.08/02/2023
