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Conquest Planning

330 St Mary Ave 800 Winnipeg, Manitoba R3C 3Z5, CA
https://www.conquestplanning.com/
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 Employees201
Current LinkedIn Followers20,909

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$80M
Total Amount Raised$80M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$80M
Latest Funding Amount$80M
Latest Funding RoundSeries B
Latest Funding RoundSeries B
Post-Money Valuation
Post-Money Valuation

Company Momentum Positive

Articles Published on TipRanks2
Articles Published on TipRanks
2
LinkedIn Trend+0.08% followers
LinkedIn Trend
+0.08% followers
Workforce Trend0.5% employees
Workforce Trend
0.5% employees
Conquest Planning LinkedIn following is increasing, signaling rising market interest, while its workforce size remains relatively unchanged.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Employee Trend

Conquest Planning had 201 employees as of September 7, 2026. The number of employees decreased by 1 (0.50%) week-over-week.
201Latest Employee Count
1(-0.50%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.

Social Trend

Conquest Planning had 20,909 followers as of September 7, 2026. The number of followers increased by 17 (0.08%) week-over-week.
20,909Latest Followers Count
17(0.08%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Jul 23, 2025
Series B
$80.00M

Investors

Investor Name
Funding Round

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