Home
Platform
SAM
Features
Story
Our Team
Solutions
Digital
Collaborative
Traditional
Media
Testimonials
Get Started
Careers
US
CA-EN
CA-FR
UK
Press + Media
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
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
June 23, 2025
Barron's
Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest
June 16, 2025
World Economic Forum
How AI is making financial advice more accessible
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
.png){kind=logo}
