Conquest Planning

Conquest Planning

Conquest Planning is a B2B fintech platform offering AI-powered financial planning tools to advisors and wealth firms. Founded in 2018 by Mark Evans, it serves over 60,000 advisors globally, streamlining plan creation and enhancing client engagement.

Overview Structured Data Issues Contributors

conquestplanning.com

Is a

Company attributes

Industry

Financial software

Location

CEO

0

Pitchbook URL

pitchbook.com/profiles...403962-49

Number of Employees (Ranges)

51 – 2000

Number of Employees

940

Investors

Portage Ventures

0

Goldman Sachs Alternatives

Canapi Ventures

Total Funding Amount (USD)

3,000,000

83,000,000

Latest Funding Round Date

June 23, 2025

February 19, 2020

Latest Funding Type

Other attributes

Company Operating Status

Active

Latest Funding Round Amount (USD)

80,000,000

No article content yet.

Timeline

No Timeline data yet.

Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

Title

Author

Link

Type

Date

No Further Resources data yet.

References

Find more companies like Conquest Planning

Use the Golden Query Tool to find similar companies in the same industry, location, or by any other field in the Knowledge Graph.

Open Query Tool

Golden Query Tool