# Conquest Planning: Information technology & services, Winnipeg, Canada

> Conquest Planning: Conquest Planning is a financial planning software company based in Winnipeg, Canada, founded in 2018 by experienced professionals in...

Source: https://millionrounds.com/startup/conquest-planning (Millionrounds; every figure on the page links to its filing or article)

Canada · [Information technology & services startup](https://millionrounds.com/companies)

# Conquest Planning

Conquest Planning is a financial planning software company based in Winnipeg, Canada, founded in 2018 by experienced professionals in financial technology.

Funding reported Last round: Series A

Information technology & services Winnipeg, Canada

Company summary

- **Founded:** 2018 8 years old
- **Team:** 180 51 to 200 people
- **Funding reported:** 80M as listed, currency not stated
- **Last round:** Series A Feb 2023

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Conquest Planning has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## About Conquest Planning

Conquest Planning is a financial planning software company based in Winnipeg, Canada, founded in 2018 by experienced professionals in financial technology.

The company specializes in an AI-powered platform that enables financial institutions, banks, and wealth management firms to provide personalized and scalable financial advice. Their flagship product, the Strategic Advice Manager (SAM), uses a deterministic AI engine to analyze client data and generate tailored financial strategies in real time. The platform supports various engagement models, including digital, hybrid, and traditional advisor-led interactions, allowing firms to efficiently serve a diverse range of clients. Conquest Planning focuses on delivering comprehensive services such as data analysis, actionable financial advice, compliance support, and advisor-client engagement tools. With a mission to democratize access to quality financial planning, the company serves over 1,000 financial institutions globally, impacting more than 1 million families.

## What company datasets say Conquest Planning raised

Funding, as reported

Reported in all **80M** in the source's currency

Rounds **3**

Last round **Series A**

Last round size **80.7M**

Last round date **Feb 2023**

Investors listed **6**

## Founders and team

From Conquest Planning's own website: 9 on the team.

- **Brad Joudrie** Chief Executive Officer
- **Karen Budell** Chief Marketing Officer
- **Ken Lotocki** Chief Product Officer
- **Kristen Winther** Chief Operating Officer
- **Philip Watts** Chief Legal Officer
- **Rob Crnkovic** Chief Revenue Officer
- **Robert Pierson** Chief Technology Officer
- **Sean MacDonald** Chief Financial Officer
- **Tony Bevan** Chief Development Officer

## The company, in detail

What they build

Known for

information technology & services financial planning software development

Built with from their website

DocuSign Docker Git Amazon SES Amazon CloudFront REST HREF Lang Figma Atlassian TypeScript

+8 more

Google Ads Sage Intacct Flow Prototype Jira TeamCity IBM InfoSphere Change Data Capture AngularJS

- **Sector:** Information technology & services
- **Industry code:** NAICS 513210, SIC 7372
- **Region:** Manitoba
- **Revenue:** 24.3M a year, as listed
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/conquest-planning)

## Information technology & services in Canada

Startups like it

- [**Cohere** Toronto · founded 2019 *Raised*](https://millionrounds.com/company/cohere)
- [**Hopper** Montreal · founded 2007 *Raised*](https://millionrounds.com/company/hopper)
- [**Top Hat** Toronto · founded 2009 *Raised*](https://millionrounds.com/company/top-hat)
- [**neuvoo** Montreal · founded 2011 *Raised*](https://millionrounds.com/company/neuvoo)
- [**TrackTik** Montreal · founded 2010 *Raised*](https://millionrounds.com/company/tracktik)
- [**Elastic Path** Vancouver · founded 2000 *Raised*](https://millionrounds.com/company/elastic-path)
- [**Benevity** Calgary · founded 2008 *Raised*](https://millionrounds.com/company/benevity)
- [**gaiia** Montreal · founded 2023 *Raised*](https://millionrounds.com/company/gaiia)

## Is this your company?

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