Funded Tech Companies
Conquest Planning
Conquest Planning, operating out of Winnipeg MB, received equity investments from The Bank of New York Mellon, Citi Ventures and USAA.
Company Overview
Company Name
Conquest Planning
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
330 St. Mary Ave. 800
Winnipeg MB, R3C 3Z5
USA
Winnipeg MB, R3C 3Z5
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry. The team at Conquest Planning has over 200 years of experience in building & supporting financial planning software. We've blended our knowledge, industry expertise and ingenuity with modern technology, evolved design & agile development methodologies.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
6/23/2025
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Mark Evans
Company Investors
- The Bank of New York Mellon
- Citi Ventures
- USAA
- Canapi Ventures
- Portage
- BDC Capital
- Goldman Sachs
- TIAA Investments
- Fidelity International Strategic Ventures
- Portage Venture Partners
- BNY Mellon
- RBC Bank
- Portag3 Ventures (Adam Felesky)
- Eight Roads (Michael Sim)
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