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Latest News
Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder
July 21, 2021
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 21, 2021
The Globe and Mail
Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand
April 16, 2021
Wealth Professional
Conquest Planning inks key partnerships
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Media
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Prospering in Longevity Challenge - Top Innovators
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
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