Conquest Planning, a technology platform modernizing financial planning with customized advice, has announced it has raised $80 million 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 more than $100 million.
Conquest’s artificial intelligence (AI)-powered software enables financial advisers, banks, brokerages, wirehouses, insurance firms and pension providers to offer personalized advice at scale.
Conquest will leverage this fresh capital to accelerate its U.S. expansion, while also funding the continued evolution of its AI-based Strategic Advice Manager (SAM). SAM’s AI planning engine performs thousands of complex
