Press + Media

Latest News

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

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

June 23, 2025

Citywire RIA

Conquest Planning raises $80m in Series B round led by Goldman Sachs

June 23, 2025

Betakit

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform

June 23, 2025

Business Wire

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

October 10, 2024

Business Wire

FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning

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