Conquest Planning, a technology platform that provides customized financial planning advice, has raised $24 million in Series A funding led by Fidelity International Strategic Ventures, with participation from Portage, BNY Mellon and Royal Bank of Canada (RBC). The funding will be used to support Conquest’s expansion into the US and UK, as well as investments in its platform user experience. Conquest’s platform helps advisors and consumers understand the impact of financial decisions and simplifies the financial planning process for advisors. The new funding brings Conquest’s total funding to date to almost $35 million.
Leave a Reply