Press + Media

Latest News

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

March 15, 2024

Financial Planning

Brad Joudrie of Conquest Planning on making advice accessible

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 7, 2023

Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

August 17, 2023

Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

February 20, 2020

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

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