Press + Media

Latest News

Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence

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

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