# Ainslie Simmonds

> Ainslie Simmonds is a Series A investor at BNY (New York) backing FinTech and Financial Services. See 3 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [BNY](https://shizune.co/investors/profile/bnymellon)
- Location: New York, United States
- Total investments: 3
- Last investment: Jun 2025
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: http://www.linkedin.com/pub/ainslie-simmonds/14/6b2/10a
- Facebook: http://www.facebook.com/ainslie.simmonds

Ainslie Simmonds is a Series A investor at BNY in New York focused on FinTech and Financial Services. Ainslie brings 20 years of marketing and product development experience to LearnVest.Most recently Ainslie was the Senior Vice President of Innovation at Maddock Douglas, an innovation agency where Ainslie’s role was to leverage her experience in direct response, CRM, traditional media, social media, e-commerce, research, and business strategyto create game-changing growth and profitability for many Fortune 100 companies.As the Chief Marketing and Product Development Officer at Investools/Thinkorswim, an online education and brokerage company, Ainslie helped grow the business from $75 million to a $600 million valuation before it was acquired by TD Ameritrade.Prior to her work with Investools/Thinkorswim, Ainslie was Partner at Markitecture a innovation focused research firm, Vice President of Marketing for Coors/Molson on the Molson brand family, and Director of Marketing in the soup division for the Campbell Soup Company. Ainslie holds her MBA from Harvard University, and a bachelor’s degree from the University of Western Ontario.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 1 | 33% |
| Financial Services | 1 | 33% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 1 | 33% |
| Series B | 1 | 33% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $80M | Series B | Jun 23, 2025 |  |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $17.9M | Series A | Feb 07, 2023 |  |
| Conquest Planning | Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. The platform offers digital self‑service, collaborative hybrid, and traditional advisor‑led modes tailored to varied client needs. Its Strategic Advice Manager dynamically generatespersonalized strategies and adjusts plans using client data and tax‑aware modeling. The system centralizes data integration, scenario testing, and reporting to streamline advisor efficiency and client engagement. Multiple financial institutions deploy the platform to automate plan creation and foster goal‑based conversations without replacing human expertise. | $17.9M | Series A | Feb 07, 2023 |  |

3 of 3 investments shown.

## Co-investors
- [Portage Ventures](https://shizune.co/investors/profile/portag3-ventures) — VC Fund, 6 deals together
- [BNY](https://shizune.co/investors/profile/bnymellon) — VC Fund, 2 deals together
- [Fidelity International Strategic Ventures](https://shizune.co/investors/profile/fidelity-international-strategic-ventures) — VC Fund, 2 deals together
- [Royal Bank of Canada](https://shizune.co/investors/profile/royal-bank-of-canada-fb33) — VC Fund, 2 deals together
- [Business Development Bank of Canada](https://shizune.co/investors/profile/bdc-capital) — VC Fund, 1 deal together
- [BNY](https://shizune.co/investors/profile/bny) — VC Fund, 1 deal together

## About BNY

VC Fund · New York, United States

BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100banks globally access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of September 30, 2025, BNY oversees $57.8 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Follow BNY on LinkedIn or visit the BNY Newsroom for the latest company news. Additional information is available on www.bny.com

5 contacts available at BNY.

| Name | Title | Profile |
| --- | --- | --- |
| Ainslie Simmonds | President | https://shizune.co/investors/profile/ainslie-simmonds |
| Charles Teschner | MD, Global Head of Data and Analytics Solutions | https://shizune.co/investors/profile/charles-teschner |
| Edmund Kelly | Member of the Board of Directors | https://shizune.co/investors/profile/edmund-kelly |
| Leon Crutchley | Director, Business Development & New Product Development, Front Office Solutions | https://shizune.co/investors/profile/leon-crutchley |
| Stuart Logan | MD - Global HRBP Operations, Technology & People Experience | https://shizune.co/investors/profile/stuart-logan-8977 |

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund

## FAQ

### What does Ainslie Simmonds invest in?

Ainslie Simmonds invests primarily in FinTech and Financial Services startups, most often at Series A and Series B stage. Most of the 3 investments tracked by Shizune back companies in Canada. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Ainslie Simmonds last invest?

The most recent investment recorded for Ainslie Simmonds closed in Jun 2025. Shizune tracks 3 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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