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что такое лицензионный контроль в сфере образования, Conquest Planning Raises $80 Million Series B Led by Growth , Conquest Planning Raises $80M in Series B for AI-Powered , Conquest Planning secures US $80M Series B | Private Capital , Conquest Planning Raises $80 Million Series B Led by Growth , AI FinTech Conquest Planning raises $80m Series B round, AI-powered fintech Conquest Planning secures $80m funding, Conquest Planning Raises $80M in Series B Funding - finsmes.com.
Conquest Planning Raises $80M in Series B for AI-Powered Financial PlatformWealthManagement.com is part of the Informa Connect Division of Informa PLCINFORMA PLC|ABOUT US|INVESTOR RELATIONS|TALENTThis site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.Podcasts & VideosCE WebinarsResearchNewslettersSubscribeSubscribeNewsRelated TopicsRIAIBDWirehouseRPAInsights & AnalysisRegulation & ComplianceCareer MovesRecent in NewsSee allbusinessman at crossroadsRPAWill More Wealth Advisors Gravitate to 401(k) Plans?Will More Wealth Advisors Gravitate to 401(k) Plans?byFred BarsteinJun 30, 20254 Min ReadDerek Sullivan Scott Rinehart Triad PartnersCareer MovesTriad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth HeadTriad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth HeadbyAlex OrtolaniJun 30, 20252 Min ReadInvestmentRelated TopicsAlternative InvestmentsDigital AssetsEquitiesETFsFixed IncomeInvesting StrategiesMutual FundsReal EstateSMAsRecent in InvestmentSee AllAlternative investment visualization with stacks of coins and percentage signs.Sponsored ContentAlternative Investments Summit: Navigating the New FrontierAlternative Investments Summit: Navigating the New FrontierApr 11, 2025thumbnailInvestmentETFs Explained: Innovations, Trends, and the Investment LandscapeETFs Explained: Innovations, Trends, and the Investment LandscapebyRyan NaumanJun 30, 2025Wealth PlanningRelated TopicsEstate PlanningFinancial PlanningHigh Net WorthInsurancePhilanthropyRetirementRecent in Wealth PlanningSee AllMaking long term investments for long term security with advisor and client meetingSponsored ContentServing the whole client: Why ignoring estate planning is bad for businessServing the whole client: Why ignoring estate planning is bad for businessJun 23, 2025Quinn CEO Royi MarkowitzArtificial IntelligenceQuinn Signals Another Wave in the Great Advisor Tech AccelerationQuinn Signals Another Wave in the Great Advisor Tech AccelerationbyDavis JanowskiJun 27, 20254 Min ReadBusiness PlanningRelated TopicsClient RelationsGrowth StrategiesProfessional DevelopmentDiversity & InclusionRecent in Business PlanningSee AllBusiness man at the office pointing at a growth graph on a digital tablet stock photoSponsored ContentAhead of the Curve: Key Trends and Winning Strategies for Advisory FirmsAhead of the Curve: Key Trends and Winning Strategies for Advisory FirmsJun 27, 2025digital automation dialMarketingThe Pitfalls of Over-Automation in Wealth Management MarketingThe Pitfalls of Over-Automation in Wealth Management MarketingbyMarissa Fox-FoleyJun 30, 20253 Min ReadWealthTechRelated TopicsArtificial IntelligenceCybersecuritySupport PlatformsRecent in WealthTechSee AllAlternative investment visualization with stacks of coins and percentage signs.Sponsored ContentAlternative Investments Summit: Navigating the New FrontierAlternative Investments Summit: Navigating the New FrontierApr 11, 2025digital automation dialMarketingThe Pitfalls of Over-Automation in Wealth Management MarketingThe Pitfalls of Over-Automation in Wealth Management MarketingbyMarissa Fox-FoleyJun 30, 20253 Min ReadRIA EdgeTrusts & EstatesEvents & AwardsRelated TopicsIndustry CalendarRIA Edge NashvilleRIA Edge Los AngelesWealth Management EDGEIndustry AwardsSee AllSponsored ByArtificial IntelligenceRIAIndustry News & TrendsNewsConquest Planning Raises $80M to Accelerate US ExpansionConquest Planning Raises $80M to Accelerate US ExpansionConquest Planning Raises $80M to Accelerate US ExpansionThe next-generation AI-powered financial planning application has already gained significant traction in Canada.Davis Janowski, Senior Technology Editor, WealthManagement.comJune 23, 20251 Min ReadConquest Planning CEO Dr. Mark EvansConquest Planning, the artificial intelligence-powered, Canada-based, financial planning platform founded by Mark Evans (creator of Naviplan) on Monday announced it raised $80 million in a Series B funding round.Founded in 2018 and launched into the Canadian market in 2020, the planning application first rolled out to American advisors in mid-2022.This latest funding round brings Conquest’s total funding to over $100 million. It’s $17.8 million Series A was announced in February 2023.Growth Equity at Goldman Sachs Alternatives led the latest round but also saw new investors Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures and USAA, along with participation from existing investors BNY and Portage.The new capital will be used to further the company’s U.S. expansion and advance the development of Conquest’s AI-based Strategic Advice Manager, according to an announcement. This technology helps advisors speed up the calculation of hypothetical outcomes when working with clients on varying planning scenarios and what-ifs.As part of the announcement, longtime Goldman Sachs executive Jade Mandel will join Conquest’s board. She is a managing director at Growth Equity at Goldman Sachs Alternatives.While it has a significant foothold in the Canadian advisory market, Conquest is now seeking to accelerate its U.S. expansion. Among the most notable U.S. firms known to be using the application is Sanctuary Wealth, which has more than 120 partner firms and oversees some $48 billion in client assets (Sanctuary also supports firms using eMoney Advisor and Envestnet | MoneyGuidePro).Related:Democratizing Access to AdviceConquest unveiled several new features at BNY Pershing X INSITE 2024 Conference, which included upgrades to the SAM Insights, Ask SAM and SAM Score tools. Advisors using BNY Pershing X's multi-custodial Wove wealth management platform have access to Conquest through integrations.About the AuthorDavis JanowskiSenior Technology Editor, WealthManagement.comDavis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.His work has appeared in The New York Times, WealthManagement.com, Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.See more from Davis JanowskiYou May Also LikeCelebrating outstanding achievement in support of financial advisor successView the FInalistsView the FInalistsLatest newsArtificial IntelligenceQuinn Signals Another Wave in the Great Advisor Tech AccelerationQuinn, Jump, LPL, Altruist, AI EverywhereJun 27, 2025Artificial IntelligenceAI Notetaker Jump Rolls Out Integration With RightCapitalAI Notetaker Jump Rolls Out Integration With RightCapitalJun 24, 2025Artificial IntelligenceNitrogen Founder Aaron Klein Launches Meeting OS for AdvisorsNitrogen Founder Launches Meeting OS for AdvisorsJun 24, 2025Sign Up for NewslettersSign up to receive the latest insights, trends, and analysis.Subscribe nowCE WebinarsSponsored ContentAhead of the Curve: Key Trends and Winning Strategies for Advisory FirmsAug 14, 2025|2:00 pm EDTSponsored ContentServing the whole client: Why ignoring estate planning is bad for businessJul 29, 2025|2:00 pm EDTSponsored ContentThe 2025 WealthStack Study: How Technology Is Transforming Wealth Management Growth and Reshaping the IndustryJun 25, 2025Sponsored ContentOpen Finance in Action: How Data Connectivity Drives Advisory ValueJun 26, 2025View moreSponsored ContentFeatured WMIQ ResearchTracking investment and wealth management decision-makers’ views and progress on data modernization.Download NowTrusts & Estates MagazineRead MoreLatest Digital EditionFeatures on Estate Planning & Taxation, International Practice, and Fiduciary ProfessionsGet to Know UsAbout UsContactReprintsPartner With UsAdvertiseMarketing SolutionsResearch ServicesTrusts & EstatesIssue ArchiveSubscriptionsContact T&EJoin UsSubscribeFollow UsCopyright © 2025 Informa Connect Limited. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.CCPA: Do not sell my personal info|Terms of Use|Code of conduct events|Privacy Policy|Cookie Policy, WINNIPEG, Manitoba-- (BUSINESS WIRE)-- Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in Series B funding led by Growth Equity at Goldman Sachs Alternatives., Canada-based Conquest Planning secures $80M in Series B funding, led by Goldman Sachs, to expand its AI-powered financial planning platform in the U.S. market..
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families, WINNIPEG, Manitoba-- (BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised, Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum. The company has raised $80m in a Series B funding round led by Growth Equity at Goldman Sachs Alternatives., Conquest Planning has secured $80m in Series B funding to expand its artificial intelligence (AI)-powered financial planning services. The funding round was led by Goldman Sachs Alternatives, with participation from new investors including Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA., Conquest Planning, a Winnipeg, Manitoba, Canada-based provider of a technology platform for financial planning, raised $80M in Series B funding. The round was led by Growth Equity at Goldman Sachs , .