Press + Media

Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

June 23, 2025

Citywire RIA

Conquest Planning raises $80m in Series B round led by Goldman Sachs

June 23, 2025

Betakit

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform

October 15, 2024

IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

October 15, 2024

Business Wire

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

October 10, 2024

Business Wire

FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

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