BNY

BNY Mellon, founded in 1784, is a prominent global leader in investment management and investment services, with a history closely tied to the development of the American financial system. The firm operates in 35 countries and over 100 markets, providing a comprehensive range of services to institutions, corporations, and individual investors. BNY Mellon assists clients in managing and servicing their financial assets throughout the investment lifecycle, offering informed investment management and related services. As a single point of contact, BNY Mellon facilitates the creation, trading, holding, management, servicing, distribution, and restructuring of investments. The firm has a substantial presence in the financial sector, with significant assets under custody and administration, as well as assets under management. Additionally, BNY Mellon manages funds that target investments in various sectors, including capital markets and financial services.

Jason Chao

Summer Associate

Past deals in Manitoba

Conquest Planning

Series A in 2023
Conquest Planning Inc. is a financial technology company based in Winnipeg, Canada, that offers an online platform for financial planning and advice. Established in 2018, the company focuses on providing innovative solutions tailored to the needs of the financial services industry. Through its platform, Conquest Planning aims to enhance the financial planning process, making it more accessible and efficient for users seeking personalized financial advice.