Platform
Overview
SAM
Features
About
Our story
Our team
Careers
Solutions
Overview
Digital
Collaborative
Traditional
Resources
Press & News
Customer Stories
Get Started
US
CA-EN
CA-FR
UK
Press + Media
Latest News
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
September 19, 2022
Wealth Professional
Why the euphoria for fintech investment has fizzled out
July 21, 2021
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
July 21, 2021
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
Previous
Show More
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