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Press + Media
Latest News
Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 14, 2021
Wealth Professional
Getting Canadians invested in their financial future
August 4, 2021
Wealth Professional
How Conquest is storming into new financial-planning markets
October 22, 2025
Wealth Professional
Conquest partners with credit union to launch AI-driven 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