Conquest Planning

Active#44 in Canada

AI financial planning software

Fintech›AI financial planning software

Founded2018

HQToronto

RaisedUSD 100M+

Last roundSeries B · Jun 2025

Country of originCanadaListed in the Canada ranking

Where would you invest?CanadaJurisdiction as cited by the ranking

Uback rankings

How the AI ranks →

Ranking	Tier	Rank	Edition	Next update
Canada · all sectors	Top 50	#44	Edition 0 – beta · October 2026	9 Oct 2026

Rank historyOct 2026 · #44First edition: no movements yet.

Estimated valuation

AI · Canada ranking

≈ USD 410MUSD 330–520M · Hundreds of M$ High confidence

Hundreds of k$

Millions $

Tens of M$

Hundreds of M$

Unicorn

Decacorn

Hectocorn

Anchor: Last known equity round: Series B · USD 80M · Jun 2025
AI adjustment: None

An indicative editorial estimate produced by AI, imperfect by nature: neither a financial valuation nor investment advice. Only the market sets a company’s value. Method

Funding history

USD 100M+ raised in total

Date	Round	Amount	Type	Investors
Jun 2025	Series B	USD 80M	Equity	Goldman Sachs Alternatives, Canapi, BDC, Citi Ventures

Rounds as cited by Uback’s rankings. Equity, debt and grants are shown separately; only equity rounds count towards the valuation anchor.

Independent analyses

By industry professionals & analysts

Industry professionals and financial analysts can publish their own analysis of Conquest Planning as a PDF, on one of three angles only:

ValuationWhat is Conquest Planning worth?

Versus competitorsIs #44 the right rank?

Who should acquire itStrategic buyers, and why

Publish an analysisName, role and LinkedIn shown · public sources only

Analyses are the opinion of their authors, not of Uback. They are checked before publication.

Invest

Back Conquest Planning whether or not it has agreed: your intention joins the pool on Conquest Planning, passed to the local partner once it reaches critical mass. Declaring an intention does not mean this company is raising funds.

Back Conquest Planning Or back fintech in Canada

Pool on Conquest PlanningBelow threshold

BackersBelow threshold

Paid intention · valid for life · movable until a deal process opens. If the company does not follow up, Uback invites its Backers to move their intentions to a competitor or a similar company. Investing in non-listed companies carries a risk of losing all the capital invested.

Do you run Conquest Planning?

Claim this profile to correct data, add your logo and description, or tell Uback about an upcoming round.

Claim this profile Report an upcoming round → Report an error →

Are you a shareholder?

Considering selling some of your shares? Tell Uback privately. Nothing is published without your consent, and never a price or a volume.

Tell Uback privately

What the AI reads

Read by the AI at the next edition.

Comparable companies in Canada

Full Canada ranking →

Wealthsimple#2Fintech › investing and banking appUnicorn KOHO#23Fintech › neobankHundreds of M$Float#46Fintech › business cards and spend managementHundreds of M$Clearco#48Fintech › revenue-based financing for online sellersHundreds of M$

Investors in Conquest Planning: Goldman Sachs Asset Management · Canapi · BDC · Citi Ventures

Last updated: Oct 2026Report an error

Uback is a content publisher. It provides no investment advice, receives no mandate and takes part in no transaction. Rankings, ranges and brackets are editorial estimates produced by AI, purely indicative.