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Latest News
Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder
February 7, 2023
Wealth Management
Conquest Planning Secures $17.8M in Series A Funding
February 7, 2023
Fintech
Conquest Planning Secures $24 Million Series A to Power International Expansion
February 7, 2023
Citywire Canada
NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY
February 7, 2023
Business Wire
Conquest Planning Closes $24 Million Series A Raise
December 22, 2022
Professional Adviser
Pricing, private equity and tech — where next for platforms in 2023?
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Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
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