Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, has raised $80 million in a Series B round led by Goldman Sachs Alternatives, bringing total funding to over $100 million as it scales its AI-powered financial planning platform across the U.S., UK, and Canada. The capital will support the expansion of its Strategic Advice Manager (SAM) technology, enabling hyper-personalized financial advice for all client segments, from retail to ultra-high net worth. With over 1.5 million plans created and adopted by major institutions like BNY and RBC, Conquest is positioning itself as a category leader in digital, scalable, and dynamic financial planning.

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families