Goldman Sachs Alternatives Leads $80M Series B in AI-Powered Financial Planning Platform Conquest

Conquest Planning Inc. has secured $110 million CAD in Series B funding led by Goldman Sachs Alternatives, with participation from Canapi Ventures, Citi Ventures, and other institutional investors. The AI-driven financial planning platform has now raised over $100 million USD total since its 2018 founding.

The capital injection will fuel U.S. expansion and development of Conquest's Strategic Advice Manager (SAM) platform. SAM's artificial intelligence engine processes thousands of financial variables to generate personalized advice at scale for wealth managers and institutional clients.

Goldman's investment signals growing institutional appetite for AI solutions in wealth management. Conquest's technology bridges the gap between mass-market accessibility and ultra-high-net-worth customization in financial planning services.