Conquest Planning: Valuation, Funding & Investors
Conquest Planning provides cloud-based financial planning and scenario modeling tools designed for financial advisors and wealth managers. The platform enables interactive client presentations, cash-flow analysis, and goal-based planning to support advice delivery and investment decision-making.
Leadership & Board
- Current Number of Employees
- 204
- Current LinkedIn Followers
- 21,191
Latest Estimated Valuation
- Total Amount Raised
- $80M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $80M
- Latest Funding Round
- Series B
Company Momentum
PositiveConquest Planning LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
Conquest Planning had 204 employees as of November 2, 2026. The number of employees increased by 0 (0.00%) week-over-week.
Social Trend
Conquest Planning had 21,191 followers as of November 2, 2026. The number of followers increased by 77 (0.36%) week-over-week.
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Jul 23, 2025 | Series B | $80.00M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| Goldman Sachs Alternatives | Series B |
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