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Latest News

All Eyes on the Fastest Growing Tech Companies

September 19, 2022

Wealth Professional

Why the euphoria for fintech investment has fizzled out

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

July 21, 2021

Advisor's Edge

Conquest Planning raises $7.5M to accelerate growth

February 20, 2020

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

February 19, 2020

Investment Executive

Financial planning startup scores seed funding

Media

Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie

Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie

Fintech Form Canada – start-up pitch competition

Fintech Demo Drop 2023: Conquest Planning

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

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