On June 23, 2025, Conquest Planning announced that it raised US$80 million in a Series B financing round led by Goldman Sachs. Conquest Planning will use the new capital for accelerating its expansion to the United States and to finance the continued evolution of its AI-based Strategic Advice Manager.
Goldman Sachs is a leading global investment banking and financial services firm.
Conquest Planning in a technology platform for modernizing financial planning.
Osler, Hoskin & Harcourt LLP advised Goldman Sachs with a team consisting of Chris Bennett, Gary Marshall, Christine Jackson, Mihnea Porime, Mike Jankowski, Alexandra Hodgson, Catherine Labasi-Sammartino and Alexander Green (Emerging and High Growth Companies).
Key Contact
Partner and Co-Lead, Project Development & Finance, Toronto
Team
Partner, Emerging and High Growth Companies, Toronto
Partner, Commercial, Toronto
Associate, Emerging and High Growth Companies, Toronto
Associate, Emerging and High Growth Companies, Toronto
