Conquest Planning
AI Strategy
Conquest Planning serves 70% of Canadian financial advisors and 1.5M+ households, raised $80M Series B in June 2025, and launched four new AI-powered planning capabilities — making it the dominant AI financial planning platform in Canada with rapid US and UK expansion.
Headline Initiative
AI-powered financial planning with scenario modeling and BMO partnership
AI Capability Breakdown
2 of 7 capability areas active · Last updated 2026-03-10
Advisor Productivity
Four new AI-powered planning capabilities launched April 2025; advisors reduce planning time from hours to minutes
Conquest launched four new AI-powered capabilities in April 2025 that enable advisors to build comprehensive financial plans in minutes — automating scenario modeling, goal-based planning frameworks, and plan generation. BMO partnership announced July 2025 lets BMO clients build their own financial plans via Conquest.
Evidence
- ✓4 new AI-powered capabilities launched April 2025
- ✓BMO partnership announced July 2025
- ✓$80M Series B led by investors June 2025
- ✓Advisors reducing planning time from hours to minutes
Investment & Portfolio
AI scenario modeling and goal-based planning for 1.5M+ client households across 3 countries
Conquest's core platform provides AI-powered scenario modeling — running multiple financial planning scenarios simultaneously to show clients the impact of different decisions — serving 1.5M+ households across Canada, US, and UK.
Evidence
- ✓1.5M+ households served
- ✓Scenario modeling AI in production
- ✓3-country deployment (Canada, US, UK)
- ✓70% of Canadian advisors on platform
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