In the age of financial complexity, where algorithms run faster than advisors can blink and clients want answers yesterday, Conquest Planning isn’t playing catch-up. They’re dictating tempo. On June 23, the Winnipeg-based fintech dropped a cool $80M USD Series B raise like it was halftime adjustments. Led by Growth Equity at Goldman Sachs Alternatives, with heat from Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA, this round brings their total haul north of $100M USD.
If you know the name Dr. Mark Evans, then you know the playbook didn’t just change, it was rebuilt, line by line. The former EISI founder and tech architect of the original NaviPlan, Evans isn’t riding legacy, he’s rewriting modern financial planning with the elegance of a physicist and the ruthlessness of a serial entrepreneur. Now serving as CEO and President of Conquest, he’s bringing the team that’s already built the largest financial planning software empire, and making sure this time, the software thinks faster than the market moves.
Let’s talk numbers because Conquest doesn’t just code dreams, they scale them. Over 1.5 million plans created. Used by more than 1,000 financial institutions. Trusted by 5 of the top 10 banks in North America. And that’s not fanfare, that’s infrastructure. Their proprietary AI engine, Strategic Advice Manager (SAM), isn’t some sandbox toy. It calculates thousands of variables in real-time and adapts with your life. SAM isn’t your friendly robo, it’s your digital fiduciary, whispering actionable intelligence into advisors’ ears with voice or text. Ask it anything, and it answers like it’s already read your tax returns and your horoscope.
And they’re not stopping at advisors with suits and Wall Street lingo. Conquest is building for every client across the wealth continuum, from first-time homebuyers juggling student debt to UHNW families eyeing legacy structures. The U.S. is next in their crosshairs, and this funding is the rocket fuel for that expansion. SAM Bytes, SAM Insights, Ask SAM, this isn’t hype; they’re product milestones designed to keep advisors engaged, even when clients want to fly solo.
Behind the velocity, there’s a crew with serious horsepower. Sean MacDonald as CFO, Brad Joudrie leading revenue, Tony Bevan driving software development, Stacie Joosten, Angie Brown, Tom Burmeister, and James Teitsma rounding out the bench. And now, with Jade Mandel of Goldman Sachs Alternatives joining Stephanie Choo from Portage Ventures on the board, this isn’t just momentum, it’s acceleration.
Conquest Planning isn’t building tools. They’re building trust at scale. And they’re doing it without asking for applause. They know the real metric isn’t funding, it’s the future of advice itself.
So yeah, this $80M might make headlines. But the real story? Conquest just turned financial planning from a static report into a living, breathing experience. The rest of the industry? They’re still reading last quarter’s projections.
