Funding Round · Wealthtech · 2023

Conquest Planning Series A funding

Conquest Planning Inc. raised $24M Series A led by Fidelity International Strategic Ventures, Portage Ventures, BNY Mellon, Royal Bank of Canada on February 1, 2023.

Primary
Conquest Planning Inc.
Counterparty
Fidelity International Strategic Ventures, Portage Ventures, BNY Mellon, Royal Bank of Canada
Amount
$24M
Structure
Series A
Date
February 1, 2023
Sub-sector
Wealthtech

Capital to expand financial planning platform into U.S. and U.K. markets and continue product development across enterprise advisors.

Primary company
Conquest Planning Inc.
Amount
$24M
Event date
February 1, 2023
Sub-sector
Wealthtech
HQ
Not disclosed
Structure
Series A
Source published
December 3, 2024
Publisher
The Globe and Mail

Source: theglobeandmail.com