Press + Media

Latest News

Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence

August 17, 2023

Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

May 11, 2023

Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

February 14, 2023

Ortec Finance

Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform

February 20, 2020

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

December 10, 2025

Professional Adviser

Advice for all: Why targeted support is a once-in-a-generation opportunity

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