Press + Media

Latest News

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

April 16, 2024

Business Wire

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

August 30, 2023

Business Wire

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

May 11, 2023

Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

February 14, 2023

Ortec Finance

Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

For Media Inquiries

For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com