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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
July 23, 2025
Business Wire
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
June 30, 2025
Citi Ventures
Backing Conquest to support AI-powered adaptive financial planning
January 2, 2025
Wealth Management
Artificial Intelligence is Democratizing Financial Advice and Enabling Advisors to Scale
March 15, 2024
Financial Planning
Brad Joudrie of Conquest Planning on making advice accessible
March 5, 2024
Assiniboine Community College
Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform
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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