Conquest Planning

Conquest Planning Inc. operates as a financial technology firm providing a sophisticated software-as-a-service (SaaS) platform for financial planning. The company was established in 2018 in Winnipeg, Canada, by a team of industry veterans, including President and CEO, Dr. Mark Evans. Evans brings decades of experience to the venture, having previously co-founded and led Emerging Information Systems Inc., the developer of the NaviPlan software, from the early 1990s until its sale in 2011. The founding team identified a widening gap between client expectations and the available technology in financial services, which prompted the development of a new platform.

The firm's core offering is an AI-powered platform designed to serve a diverse client base that includes financial advisors, banks, brokerages, insurance firms, and pension providers. Conquest aims to make personalized financial advice accessible across the entire wealth spectrum, from individuals with debt management needs to high-net-worth families requiring complex estate planning. The business model is primarily B2B, selling its software to financial institutions which then use it to serve their end clients. Revenue is generated based on plan packages rather than assets under administration, with pricing typically depending on the number and complexity of financial plans.

The platform's central feature is the Strategic Advice Manager (SAM), an artificial intelligence engine that analyzes a client's financial situation and suggests optimal strategies to meet their goals. This system moves beyond traditional, static financial planning by allowing advisors and clients to collaboratively model thousands of scenarios in real-time, visualizing the impact of different decisions like saving more or retiring later. The platform is built on an open API, allowing for seamless integration with a firm's existing technology stack, such as CRMs like Salesforce. It supports a holistic analysis covering retirement, estate planning, insurance, and more, with capabilities for localized tax methodologies. A client portal enables digital co-planning, where clients can view their plans and interact with their advisors. For self-directed investors, Conquest offers SAM Bytes, a tool for guided planning on specific financial decisions.

Since its commercial launch in 2020, Conquest has expanded its operations from Canada to the United Kingdom and the United States. The company has secured significant funding to fuel this growth, including a $3 million seed round in 2020, a $24 million Series A in 2023, and an $80 million Series B round in June 2025 led by Goldman Sachs Alternatives. This has brought its total funding to over $100 million. Major clients include IG Wealth Management, Canada Life, Fidelity International, and BNY Mellon.

Keywords: financial planning software, wealth management technology, AI financial advisor, FinTech, SaaS, investment planning, retirement planning, estate planning, digital advice, client engagement platform, Mark Evans, Strategic Advice Manager (SAM), personalized finance, advisor technology, wealthtech, goals-based planning, cash flow modeling, B2B fintech, financial advice platform, investment management software, NaviPlan successor