Rapid Growth and Recognition Conquest Planning has experienced significant industry recognition including being named to the CB Insights Fintech 100 and the Deloitte Technology Fast 50, highlighting its rapid growth and increasing reputation which can be leveraged for strategic partnerships and client acquisition.

Strong Financial Backing With a recent Series B funding round of $80 million led by Goldman Sachs and an annual revenue ranging between $25 million and $50 million, the company demonstrates robust financial health, indicating potential for expansion and upselling opportunities.

Innovative Product Suite The launch of specialized tools like SAM Bytes for consumers and the partnership with FP Canada for professional development courses showcase the company’s focus on expanding its product ecosystem, providing avenues for cross-selling and integrated solution offerings.

Market Focus and Accessibility Conquest Planning’s purpose-driven approach and focus on making high-quality financial advice accessible, combined with its user-friendly platform and AI-driven personalization, suggest opportunities to target advisory firms, financial planners, and educational institutions for integrations and licensing.

Global Expansion Potential With headquarters in Canada and offices in the UK and USA, along with a tech stack supporting cloud-based solutions, there are significant prospects for international market expansion and localized sales initiatives for enterprise clients.