Conquest Planning Secures $80M in Series B Funding to Transform Global Financial Advice

Conquest Planning, a leading financial planning software company headquartered in Canada with offices in the UK and USA, is thrilled to announce a major funding milestone with an impressive raise of $80,000,000. This robust investment marks a significant opportunity for the company to amplify its mission of delivering exceptional financial advice to everyone, regardless of their background—a core belief that has steered Conquest Planning since its inception in 2018. Founded by a team of industry veterans with over 30 years of collective experience in the financial planning software space, the company has consistently demonstrated its commitment to providing accessible, data-driven financial solutions through an intuitively designed product interface and an incredibly seamless onboarding process. The funds raised will fuel the company’s ambitious roadmap for growth and innovation. Conquest Planning intends to scale its operations by investing in cutting-edge artificial intelligence capabilities to further enhance its hyper-personalized financial planning solutions. In addition, strategic investments will be channeled into expanding its market reach and refining the user experience, ensuring that its software remains at the forefront of technological advancements in the ever-evolving financial sector. This funding round not only reinforces investor confidence but also underscores the company’s mission-driven approach and its proven track record of success. As Conquest Planning prepares to embark on the next chapter of its journey, it remains steadfast in its dedication to democratizing access to high-quality financial advice. For more insights into its groundbreaking work and future plans, please visit www.conquestplanning.com.