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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
May 26, 2022
Money Marketing
Fidelity launches ‘game changing’ advice software
September 19, 2022
Wealth Professional
Why the euphoria for fintech investment has fizzled out
July 21, 2021
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
July 21, 2021
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
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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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