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Latest News

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

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

July 21, 2021

Advisor's Edge

Conquest Planning raises $7.5M to accelerate growth

April 16, 2021

Wealth Professional

Conquest Planning inks key partnerships

March 5, 2026

Business Wire

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

December 2, 2025

Business Wire

Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍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

Revolutionizing Financial Planning

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For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com
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