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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
December 22, 2022
Professional Adviser
Pricing, private equity and tech — where next for platforms in 2023?
December 1, 2022
Professional Paraplanner
FTRC assesses new financial planning system Conquest
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
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
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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
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