A financial technology firm based out of Manitoba continues to acquire accolades in 2023.
A week after being named one of Canada’s top startups according to LinkedIn, Winnipeg’s Conquest Planning was this month recognized on CB Insights’ “Fintech 100” list.
The 100 companies were selected by CB’s research team—which analyzed nearly 20,000 companies across the world—to determine the world’s most promising fintechs moving forward.
Firms were selected based on datasets including equity funding, investor profiles, business relationships, R&D activity, news sentiment analysis, and other key metrics of stability and growth.
Notably, Conquest is the only Canadian firm on this year’s Fintech 100, which includes companies from two dozen countries, including Singapore, Switzerland, Australia, Mexico, and the Netherlands.
RELATED: Conquest Planning is hiring on Techtalent.ca
In February, Conquest announced a $24 million Series A financing round with plans to expand into the US and UK markets.
In August, announced a partnership with CapIntel, a financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals. Together, the pair intends to help advisors to produce tailored recommendations that can be readily understood.
Conquest’s product is now available on CapIntel’s platform, enabling its advisors to streamline workflows, boost productivity, and elevate the client experience through the power of tech. CapIntel’s network of 12,000 advisors now leverage Conquest’s AI-based “strategic advice manager” to build flexible plans with accuracy.
Known by its acronym SAM, Conquest’s flagship technology performs thousands of calculations around every piece of client information, generates analysis to discover strategies that address client concerns, and delivers advice by simplifying complexity and embedding in-context financial literacy information.
This partnership is similar to one with Toronto’s Wealthsimple.
Founded in 2018, Conquest currently employs approximately 120 people in Canada.
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