Innovative Growth Conquest Planning has demonstrated rapid growth and recognition in the fintech space, evidenced by its inclusion in the CB Insights Fintech 100 and Deloitte Technology Fast 50, highlighting its potential as a compelling partner for innovative technology solutions.

Series B Expansion With a significant Series B funding of $80 million led by Goldman Sachs, the company is scaling its operations and product offerings, creating opportunities for strategic collaborations in financial advisory technology and data integration solutions.

Market Leadership Conquest Planning’s purpose-driven approach and award-winning platform position it as a leader in hyper-personalized financial planning, presenting a chance to offer complementary services such as advanced analytics, customer engagement tools, or consulting.

Growing User Base The recent launch of tools like SAM Bytes for consumers without financial advisors indicates an expanding market segment, which could benefit from targeted marketing, onboarding solutions, or financial literacy content partnerships.

Strategic Partnerships Partnerships with organizations like FP Canada show a focus on professional development and education, creating opportunities for collaborative training, certification programs, or white-label tech integrations to enhance product adoption.