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Latest News
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
October 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 23, 2025
CB Insights
Fintech 100: The most promising fintech startups of 2025
October 23, 2025
The Globe and Mail
Meet the Technology Fast 50
October 22, 2025
Wealth Professional
Conquest partners with credit union to launch AI-driven planning platform
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
Show More
Media
Transforming Financial Advice
How Conquest Planning is Conquering the US Advisor Market
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com
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