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Press + Media
Latest News
Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence
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