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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
March 20, 2025
Business Wire
Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada
March 6, 2025
Business Wire
CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
February 6, 2025
Morningstar
CIX Summit, Powered by Elevate, Announces the 2025 CIX Startup Award Recipients
June 7, 2024
Investment News
Canadian fintech Conquest boosts AI-powered financial planning platform
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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