Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in Series B funding led by Growth Equity at Goldman Sachs Alternatives. The round attracted additional new investors, including Canapi Ventures, a venture capital firm investing in early to growth-stage software and fintech companies, as well as BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage also participated in the round, which brings Conquest’s total funding to over $100 million USD. Conquest will leverage this fresh capital to accelerate its U.S. expansion, while also funding the continued evolution of its AI-based Strategic Advice Manager (SAM). SAM’s revolutionary AI planning engine performs thousands of complex calculations around every piece of information in an individual’s financial plan, which allows advisors and their clients to quickly and accurately understand the impact of different scenarios on clients’ goals and recommend the next best financial decision. Conquest will continue to invest in its technology to support more robust plan analysis, enable more efficient onboarding and plan creation and create tools and modules that lead to dynamic content creation. Conquest’s new offering, dubbed SAM Bytes, enables advisors to remain engaged with self-directed investors during these planning moments to foster a sustained relationship built on trust.