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Company profile: Conquest Planning

1.1 - Company Overview

Conquest Planning Logo

Conquest Planning

Headquarter: Canada
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of financial planning software integrating AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. Offers digital self-service, collaborative hybrid, and advisor-led modes. Includes SAM for personalized advice with tax and cash flow projections and ranked strategies, plus collaborative planning tools and a digital advice platform.

Products and services

  • SAM (Strategic Advice Manager): AI-driven digital assistant that executes complex client-data calculations, delivers personalized income tax and cash flow projections, and suggests ranked strategies based on individual client inputs
  • Digital Advice Platform: Open‑API financial planning product that offers digital self‑service, hybrid, and traditional advisor‑led modes, integrating AI‑driven analytics and real‑time collaboration to streamline advisory workflows
  • Collaborative Planning Tools: Real‑time collaborative components that enhance advisor‑client engagement, facilitate joint financial planning, and leverage open APIs to support co‑creation across hybrid and advisor‑led modes

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Conquest Planning

LCR Dixon Logo

LCR Dixon

HQ: United States Website
  • Description: Provider of tax management software, SAP tax solutions, and technical support services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full LCR Dixon company profile →
ATG Online Logo

ATG Online

HQ: United States Website
  • Description: Provider of software solutions that automate processes and streamline community operations, including C3 enterprise community management for management companies and self-managed associations, ATG Pay online payments for homeowners and board members, TownSq mobile app for connection, collaboration, and updates, and ATG API integration layer for service providers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full ATG Online company profile →
Reepay Logo

Reepay

HQ: Denmark Website
  • Description: Provider of a SaaS subscription billing platform and acquirer-independent payment gateway supporting over 50 payment methods for recurring and non-recurring transactions across Europe. Offers payment management (acquirer rates, dynamic routing, invoices, payouts), analytics with 60+ metrics, fast onboarding and integrations via API and plugins, and security/compliance including GDPR, PCI DSS, 3D Secure and 2FA.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Reepay company profile →
LT Tax Logo

LT Tax

HQ: United States Website
  • Description: Provider of payroll withholding and unemployment tax software for retailers, financial institutions, and insurers in the United States.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full LT Tax company profile →
Exalog Logo

Exalog

HQ: France Website
  • Description: Provider of payment and cash management software.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Exalog company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Conquest Planning

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Buyer group 1: ████████ ████████

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Buyer group 2: ████████ ████████

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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Conquest Planning

2.2 - Growth funds investing in similar companies to Conquest Planning

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4 - Top valuation comps for Conquest Planning

4.2 - Public trading comparable groups for Conquest Planning

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4.3 - M&A Transactions similar to Conquest Planning

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Conquest Planning

What does Conquest Planning do?

Conquest Planning is a provider of financial planning software integrating AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. Offers digital self-service, collaborative hybrid, and advisor-led modes. Includes SAM for personalized advice with tax and cash flow projections and ranked strategies, plus collaborative planning tools and a digital advice platform.

Who are Conquest Planning's competitors?

Conquest Planning's competitors and similar companies include LCR Dixon, ATG Online, Reepay, LT Tax, and Exalog.

Where is Conquest Planning headquartered?

Conquest Planning is headquartered in Canada.

How many employees does Conquest Planning have?

Conquest Planning has 1,000 employees 🔒.

When was Conquest Planning founded?

Conquest Planning was founded in 2010 🔒.

What sector and industry vertical is Conquest Planning in?

Conquest Planning is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Conquest Planning

Who are the top strategic acquirers in Conquest Planning's sector and industry

Top strategic M&A buyers and acquirers in Conquest Planning's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Conquest Planning?

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Financial Investors investing in Conquest Planning's sector and industry vertical

Which are the top PE firms investing in Conquest Planning's sector and industry vertical?

Top PE firms investing in Conquest Planning's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Conquest Planning's sector and industry vertical?

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Who are the top growth equity funds investing in companies in Conquest Planning's sector and industry vertical?

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Valuation benchmarks of companies in Conquest Planning's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Conquest Planning?

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Which are the key trading comparable groups for Conquest Planning for public valuation benchmarks?

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What are recent M&A transactions in Conquest Planning's sector and industry vertical?

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What are recent capital raises and funding rounds in Conquest Planning's' sector and industry vertical?

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