Conquest Planning is reimagining financial planning software around AI-driven, personalized advice. Traditional planning tools are static and labor-intensive, making it hard for advisors to deliver tailored, up-to-date plans to every client. Conquest's platform uses AI to generate dynamic, personalized financial plans in real time, helping advisors serve a far broader range of clients, from everyday retail investors to ultra-high-net-worth families, with bespoke guidance.
The heart of the product is the Strategic Advice Manager (SAM), an AI engine that simulates thousands of possible financial scenarios to recommend optimal strategies. Rather than producing a one-time static plan, SAM continuously surfaces the next-best actions for a client's situation, helping advisors provide accurate, personalized, and timely advice. This shifts planning from an annual document exercise to an always-current, interactive process.
Conquest Planning was founded in 2018 by Mark Evans, the creator of Naviplan, one of the most widely used financial planning tools in the industry. Evans's background gives Conquest deep credibility and domain expertise in planning software, and informs the company's belief that sophisticated planning should be accessible yet bespoke across the wealth spectrum.
In June 2025, Conquest Planning raised $80 million USD (about $110 million CAD) in a Series B led by Growth Equity at Goldman Sachs Alternatives. New investors included Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures, and USAA, while existing investors BNY and Portage also participated. The round brought total funding to more than $100 million USD.
Conquest is using the capital to accelerate its US expansion and continue developing SAM. The strategic investor base, spanning major banks, insurers, and custodians, reflects strong institutional confidence in AI-driven planning and positions Conquest to scale its platform across the North American advisory market and beyond.