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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
June 5, 2021
Wealth Professional
Conquest and Flinks take aim at financial planners' data pains
July 22, 2021
Wealth Professional
Conquest eyes continued expansion with $7.5-million funding round
April 9, 2026
Business Wire
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
March 5, 2026
Business Wire
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
October 16, 2025
Business Wire
Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com