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.

Varun P Divadkar

Vice President - Enterprise Risk Management, Data Analytics, AI and ML

John Goodheart

Managing Director

Roman Regelman

CEO, Securities Services and Digital

Saket Sharma

Chief Strategy and Digital Officer Treasury Services

Past deals in Manitoba

Conquest Planning

Series A in 2023
Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.
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