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Conquest logo — The wealth industry’s only verifiable AI financial advice en...

Conquest

The wealth industry’s only verifiable AI financial advice engine

Founded 2018 Canada Winnipeg, Canada 204 employees Series A Total: $34.50M Financial Services, Fintech

General Information

Company Name Conquest
Founded Year 2018
Location Canada Winnipeg, Canada
Employees 204
Industries Financial Services, Fintech
Funding Stage Series A
Hiring 1 role posted in the month to 31 Oct 2026
Offices as of Nov 2026
‏Winnipeg‏، ‏Manitoba‏ ‏R3C 3Z5‏، ‏CA‏, ‏Winnipeg‏، ‏Manitoba‏ ‏R3C 3Z5‏، ‏CA‏
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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Homepage Update

Significant changes detected on company website (99.6% content change).

Certification Oct 30, 2026

Conquest achieved ISO/IEC 42001 certification to support safe AI use.

Actively Hiring Oct 29, 2026

Hiring for 1 position in the last 30 days.

New Partnership Oct 29, 2026

Conquest's MCP is joining Claude for Financial Advisors, integrating real plan data from SAM directly into Claude.

Event Participation Oct 26, 2026

Conquest is attending the Global WealthTech Summit in London on November 3, featuring a live demo by Martin Taylor.

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AI Insight

Bounce Watch AI
2 days ago

Conquest is strategically expanding its verifiable AI financial advice engine through a significant partnership with Claude, integrating its core SAM data for enhanced financial advisor tools. Concurrently, achieving ISO/IEC 42001 certification underscores their commitment to ethical AI governance, strengthening trust and compliance in the highly regulated wealth management industry. These moves, coupled with a major website update and participation in the Global WealthTech Summit, signal a concerted effort towards market expansion and product maturity, particularly in international markets like the UK.

Signal Types
Partnership Certification Product Development Market Presence Website Activity
Strategic Labels
AI Governance Ecosystem Expansion International Market
Next Move: Market Expansion
·
Impact: 9/10
·
Ideal For: Fintech AI Investors — Series B/C

About Conquest

Conquest Planning Inc. is a leading financial planning software company that is headquartered in Canada with offices also in the UK and USA. Founded in 2018, the company has garnered attention with its powerful, accurate, and intelligent financial planning software. The team behind Conquest Planning comprises financial technology veterans with over 30 years of experience in the financial planning software space. The company is driven by the belief that everyone deserves access to great financial advice, and their product reflects this philosophy.

Conquest Planning's product stands out with its intuitively designed interface, a simple onboarding process, and data-driven artificial intelligence. Its user base leverages these features to speed up the delivery of beautifully designed, hyper-personalized financial plans.

On 07 February 2023, Conquest Planning secured a significant $24.00M Series A investment from notable investors including BNY Mellon, Fidelity International Strategic Ventures, Royal Bank of Canada, and Portage Ventures. This investment is a testament to the company's potential and is expected to further fuel its growth and innovative endeavors within the Financial Services and Fintech industries.

For more information about Conquest Planning, visit www.conquestplanning.com.

Business keywords: financial planning software, Canada, UK, USA, product-led company, data-driven, intuitive design, personalized financial plans, founded in 2018, purpose-driven approach, onboarding process, track record, veterans in financial technology

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $24.00M 4
Fidelity International Strategic Ventures Royal Bank of Canada Portage Ventures
Fidelity International Strategic Ventures, Royal Bank of Canada +2
07 Feb 2023
Seed Round $7.50M 3
Fidelity International Strategic Ventures Portage Ventures
Fidelity International Strategic Ventures, Portage Ventures +1
21 Jul 2021
Seed Round $3.00M 3
Eight Roads Ventures Fidelity International Strategic Ventures Portage Ventures
Eight Roads Ventures, Fidelity International Strategic Ventures +1
19 Feb 2020

Conquest Alternatives & Competitors

Conquest vs
ZILO™
ZILO™ United Kingdom

It is time for change. In every dimension ZILO™ has reimagined global transfer agency software.

Series A
172 employees
Finance, Financial Services
Compare Conquest vs ZILO™

FAQ About Conquest

The wealth industry’s only verifiable AI financial advice engine
Conquest was founded in 2018.
Conquest is headquartered in Winnipeg, Canada. As of Nov 2026, it also has offices in ‏Winnipeg‏، ‏Manitoba‏ ‏R3C 3Z5‏، ‏CA‏, ‏Winnipeg‏، ‏Manitoba‏ ‏R3C 3Z5‏، ‏CA‏.
Conquest operates in Financial Services and Fintech. Its work centres on financial planning software, Canada, UK and USA.
Conquest has approximately 204 employees.
Conquest has completed 3 funding rounds, raising a total of $34.50M. The latest funding stage is Series A.
Top alternatives and competitors to Conquest include ZILO™. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Conquest and ZILO™ are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Conquest, https://bouncewatch.com/company/conquest-planning-inc, updated 31 October 2026. When citing, please name BounceWatch and link this page.

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