Conquest Planning

About Conquest Planning

Conquest is an enterprise platform focused on democratizing access to financial advice across the wealth continuum, from mass market to ultra-high net worth. It assists financial institutions and wealth management firms in delivering meaningful, holistic, and efficient advice to clients.

Products & Services

Conquest Platform:An enterprise platform that powers financial advice delivery with AI-driven tools and personalized solutions.

Strategic Advice Manager (SAM):An AI-powered tool that suggests the next best financial decisions based on a client's personal situation, preferences, and goals.

Collaborative Planning Tools:Innovative tools designed for higher engagement between advisors and clients, offering customer-centric planning.

Digital, Collaborative, and Traditional Solutions:Advice solutions tailored to various client demographics using self-directed, hybrid, or high-touch planning modes.

Open Two-Way API:Seamlessly integrates with existing tech stacks for smooth transitions to and from the Conquest platform.

Specialties

AI-powered financial planning Digital transformation in wealth management Personalized financial advice Collaborative planning tools Client engagement solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series B T: - FT: Series B	A: 80000000 MR: - FA: US$80 million FAN: 80000000	D: 2025-06-23 FD: 2025-06-23	1 investors
2	RT: Series A T: - FT: Series A	A: 24000000 MR: - FA: 24 million FAN: 24000000	D: 2023-02-07 FD: 2023-02-07	4 investors

Series B Latest

2025-06-23

$80.0M

1 investor (Pro only)

Series A 2023-02-07

$24.0M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

P

Paul Desmarais III

Chairman CEO

V

Véronique Dorval

Senior Vice-President, Client Experience Office

S

Sam Febbraro

Executive Vice-President

D

Damon Murchison

President & CEO

M

Matt Evans

President and CEO

L

Lotocki

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