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On June 23, 2025, Conquest Planning Inc., a Canadian fintech company specializing in AI-powered financial planning tools, announced the closing of an US$80 million Series B financing round. The round was led by Goldman Sachs Alternatives. Conquest intends to use the funding to accelerate its U.S. expansion and advance its proprietary Strategic Advice Manager (SAM) technology.
Goldman Sachs, acting as the lead investor, was advised by Osler, Hoskin & Harcourt LLP.
Parties
Company
Conquest Planning Inc.
Bank
Goldman Sachs
Deal Type
Financing/InvestmentIndustry
Banking/FinanceTransaction
$ 110,000,000Deal Status
ClosedClosing Date
23 June 2025