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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
June 4, 2024
Business Wire
Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights
May 10, 2024
Benefits Canada
How DC plan sponsors can take the guesswork out of retirement planning
April 16, 2024
Business Wire
Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada
February 15, 2024
Wealth Professional
Conquest Planning’s best practices for tech and change management
March 15, 2024
Financial Planning
Brad Joudrie of Conquest Planning on making advice accessible
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Media
Transforming Financial Advice
How Conquest Planning is Conquering the US Advisor Market
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
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com
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