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Press + Media
Latest News
Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence
November 10, 2025
Wealth Professional
Conquest CEO offers a realist's view on gen AI
October 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
June 23, 2025
Fintech
Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform
March 20, 2025
Business Wire
Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada
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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