Conquest Planning nabs fintech recognition
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Hey there, time traveller!
This article was published 24/10/2024 (336 days ago), so information in it may no longer be current.
Six-year-old Winnipeg wealth management software company Conquest Planning is one of only six Canadian companies to make it onto CB Insights’ 2024 list of top fintech startups.
It an honour the company founded by Mark Evans claimed for a second year in a row.
It’s also the second successful financial planning software venture for Evans, who has a PhD in computer science, after founding EISI (Emerging Information Systems Inc.) in 1990 and selling it in 2011.
Conquest has about 150 employees, most based in Winnipeg, servicing large financial institution customers in Canada, the United States and United Kingdom.
It’s about to launch in Latin America and has its eyes on the European and Asian markets in the coming years, Evans said.
Conquest last raised about $25 million at the end of 2023. Evans said it’s now a relatively stable organization, although it may undertake another equity raise in 2025.
“We built our core platform so that we can reuse for different counties,” he said.
With large enterprise clients, including IG Wealth Management, RBC and Raymond James, Conquest Planning software has now generated more than 1.2 million wealth management plans, double the number at the start of the year.
Evans said it will probably be at 2.5 million to 3.5 million by the end of 2025.
Using AI-enhanced technology, the company provides a platform for financial institutions to deliver personalized financial advice through analytics, client collaboration and goal-based planning.
The platform includes tools for compliance, adviser-client engagement and digital advice.
martin.cash@freepress.mb.ca