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

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?

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

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