Conquest Planning

📍 Winnipeg, Canada🗓 Founded 2018👥 159 employees💰 Last funded Jun 2025
Software Development🌐 conquestplanning.com
Website LinkedIn
Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, visit www.conquestplanning.com.
6
Total investors
4
Early stage
1
Mid stage
1
Late stage
2018
Founded

Investors

6 investors
All
Early stage
Mid stage
Late stage
Investor geography2 countries
United Kingdom
5
United States
1
Investor activity2019–2025 · investors recorded per year
20192202022022120251
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Conquest Planning?
Conquest Planning has 6 investors on record on gritt.io, including 4 early-stage backers, 1 mid-stage and 1 late-stage investors.
When did Conquest Planning last raise funding?
The most recent investment in Conquest Planning recorded on gritt.io was in June 2025.
When was Conquest Planning founded?
Conquest Planning was founded in 2018.
What industry is Conquest Planning in?
Conquest Planning operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Conquest Planning based?
Conquest Planning is headquartered in Winnipeg, Canada.