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Latest News

Advice for all: Why targeted support is a once-in-a-generation opportunity

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

February 7, 2023

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

February 7, 2023

Business Wire

Conquest Planning Closes $24 Million Series A Raise

December 22, 2022

Professional Adviser

Pricing, private equity and tech — where next for platforms in 2023?

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