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Latest News
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
June 23, 2025
Wealth Professional
Goldman, Citi, and other US giants back Canadian fintech in funding round
June 23, 2025
Fintech
Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform
June 23, 2025
Citywire RIA
Conquest Planning raises $80m in Series B round led by Goldman Sachs
June 23, 2025
Betakit
Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform
June 23, 2025
Business Wire
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
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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
The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com