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, Financial Services, Toronto
Team
Partner, Emerging and High Growth Companies, Toronto
Partner, Commercial, Toronto
Associate, Emerging and High Growth Companies, Toronto
Associate, Technology, Toronto
Associate, Technology, Toronto
Associate, Privacy and Data Management, Montréal
Associate, Emerging and High Growth Companies, Toronto
