Press + Media

Latest News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

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

June 23, 2025

Advisor.ca

Conquest Planning secures $110 million in financing

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

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