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Press + Media
Latest News
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
December 2, 2025
Business Wire
Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning
November 10, 2025
Wealth Professional
Conquest CEO offers a realist's view on gen AI
October 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 23, 2025
CB Insights
Fintech 100: The most promising fintech startups of 2025
October 23, 2025
The Globe and Mail
Meet the Technology Fast 50
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com