Press + Media

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

October 25, 2022

Wellington-Altus

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

October 6, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

May 16, 2023

Think Advisor

The Financial Advisor’s Caddy: AI-Based Planning

May 12, 2023

Wealth Professional

Wealthsimple partnership 'proof that traditional advice is evolving'

May 11, 2023

Business Wire

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

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