Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with Wealthsimple, a platform that has built some of Canada's leading digital financial products and that holds more than $18 billion in assets for over 3 million Canadians. As a result of this integration, Wealthsimple’s Generation clients (those with $500,000+ in net deposits at Wealthsimple) will gain access to Conquest’s technology-enabled planning tools, enabling them to continue to advance toward their individualized financial goals, including saving for retirement, funding their children’s education, making big purchases and more.

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