Conquest Planning is a financial technology company that provides SaaS financial planning software for institutions. Its platform uses deterministic AI, advanced analytics, and real-time collaboration to support advice at scale.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Conquest Planning shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Full offering memoranda and risk disclosures provided before any commitment is required.
Review and sign subscription agreement. All documents handled digitally through the platform.
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| 2022 | Series B | ||
| 2021 | Series A |
Conquest Planning raised $80 million in a Series B led by Growth Equity at Goldman Sachs Alternatives. The company said the capital will support bringing its personalized, AI-powered financial planning platform to more advisors and clients.
Conquest says its platform supports self-directed, hybrid, and full-service delivery models. It is positioned to help firms grow AUM across the mass market, affluent, and UHNW segments.
On April 28, 2026, Conquest announced three senior go-to-market executive hires as it accelerates its U.S. growth strategy. The company linked the move to rising demand for more efficient, personalized financial advice across the wealth market.
Interested in Conquest Planning stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
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No. As of March 2026, Conquest Planning is a private company and does not trade on any public stock exchange. Accredited investors can access Conquest Planning shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Conquest Planning does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Conquest Planning shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Conquest Planning shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Conquest Planning provides SaaS financial planning software for institutions, with AI-assisted plan creation that can cut advisor planning time from 10 hours to 45 minutes[1], and raised $80M in Series B funding to expand in the U.S.[2] — accredited investors can access Conquest Planning stock through UpMarket.