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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
October 4, 2023
Business Wire
Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards
September 28, 2023
LinkedIn
LinkedIn Top Startups 2023: The 15 Canadian companies on the rise
September 12, 2023
Wealth Professional
What's behind the Conquest-CapIntel partnership?
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
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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
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