Press + Media

Latest News

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

July 21, 2025

RIA Channel

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice

July 15, 2025

One Eleven Management Group

Matthew Anderson Announces Multi-Year Partnership with Conquest Planning

July 2, 2025

Wealth Professional

What Conquest plans to do with its $110 million capital injection

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

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