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Latest News
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families
September 7, 2023
Business Wire
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
August 30, 2023
Business Wire
Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice
August 17, 2023
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
June 14, 2023
Red River College Polytech
Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software
June 28, 2023
Financial Planning
Will giving clients access to ChatGPT tools bring more of them to advisors?
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Media
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
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