Presse + Médias

Dernières nouvelles

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

June 23, 2025

Fintech

Conquest Planning Raises $100M to Expand AI-Powered Financial Planning 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

March 20, 2025

Business Wire

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

October 10, 2024

Business Wire

FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

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