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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
July 21, 2025
RIA Channel
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice
July 15, 2025
One Eleven Management Group
Matthew Anderson Announces Multi-Year Partnership with Conquest Planning
July 2, 2025
Wealth Professional
What Conquest plans to do with its $110 million capital injection
June 30, 2025
Citi Ventures
Backing Conquest to support AI-powered adaptive financial planning
June 23, 2025
Canapi
Why We're Investing in Conquest Planning's Series B
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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
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com
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