Press + Media

Latest News

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

March 6, 2025

Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

February 6, 2025

Morningstar

CIX Summit, Powered by Elevate, Announces the 2025 CIX Startup Award Recipients

June 7, 2024

Investment News

Canadian fintech Conquest boosts AI-powered financial planning platform

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 7, 2023

Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

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