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Latest News

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

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

June 23, 2025

Wealth Professional

Goldman, Citi, and other US giants back Canadian fintech in funding round

June 23, 2025

Barron's

Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest

June 16, 2025

World Economic Forum

How AI is making financial advice more accessible

February 7, 2025

Fintech

Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit

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